Hey J Baze, 

It seems like all you need to do is create a lookup on both objects. Then you can handle the creation two ways: a controller or a trigger.

The trigger can create the Project and assign both lookups after the status of the Opportunity is closed. 

So something like this.

trigger createProject on Opportunity (before update) {
   Map<Opportunity, Project__c> projects = new List<Opportunity, Project__c>();
   Project_c project;
   for (Opportunity opp : Trigger.new()) {
      if (opp.Status = 'closed') {
         project = new Project__c();
         project.Opportunity = opp;
         projects.add(opp, project);
      }
   }
   insert projects.valueSet();
   for (Opportunity opp : projects.keySet()) {
      opp.Projecy__c = projects.get(opp);
   }
} 

That should do it. I typed it off the top of my head so it won't directly work but the concept should work. Unless I misunderstood what your trying to do. I made it to handle batches as well. You might have to insert a check to make sure that a project isn't already created, encase the Opportunity is set to closed, opened again, then closed.

I can create a test for you too if this sounds like what you want. 

Amphro:

Thanks for your response.

I already have a visualforce page and a button that creates the project record (using javascript)

You said that: "The trigger can create the Project and assign both lookups after the status of the Opportunity is closed."

Is this possible to do in the following page? (I know that this is a lot to process, but I'm thinking that the code would go where i have put:

// ****** assign projectid back to oppToClose.Project_Profile__c;  

 I have been unsuccessful with this method. I tried using oppToClose.Project_Profile__c = projectId;

<apex:page standardController="Opportunity" title="Close Opportunity">

<apex:includeScript value="/soap/ajax/12.0/connection.js"/>
<apex:includeScript value="/soap/ajax/12.0/apex.js"/>


<script type="text/javascript">

/*
** onClickClose
**
** Click handler for "Close Opportunity" button
*/
function onClickClose() {

// Close the opportunity
var status = document.getElementById("{!$Component.f.status}");
status.innerHTML = "Closing opportunity. Please wait...";
document.body.style.cursor = "wait";
setTimeout("closeOpp();", 100);
}


/*
** toggleReason
**
** Toggle UI elements depending on whether the
** Oppportunity is won or lost
*/
function toggleReason() {

// Inspect DOM for UI elements
var wonElement = document.getElementById("{!$Component.f.pb.pbs.si2.isWon}");
var reasonElement = document.getElementById("{!$Component.f.pb.pbs.si3.closeReason}");
var isWon = (wonElement.value == "Yes");

// Remove existing items from reason list
while (reasonElement.options.length > 0) {
reasonElement.remove(0);
}

// Add reasons
if (isWon) {
addReason(reasonElement, "Selected");
addReason(reasonElement, "SOW Signed");
} else {
addReason(reasonElement, "Lost - Competitor");
addReason(reasonElement, "Lost - No Decision");
addReason(reasonElement, "Lost - Insufficient Budget");
addReason(reasonElement, "Lost - Land Survey Selected Instead");
addReason(reasonElement, "Lost - Client Not Selected");
addReason(reasonElement, "Lost - Reason Unknown");
addReason(reasonElement, "Lost - Cancelled");
addReason(reasonElement, "Lost - Change in Scope");
addReason(reasonElement, "Unqualified");
}
reasonElement.selectedIndex = 0;

}


/*
** addReason
**
** Dynamically add items to the reason won/lost
** select list
*/
function addReason(list, reason) {
var opt = document.createElement("option");
opt.text = reason;
opt.value = reason;

if(document.all && !window.opera) {
list.add(opt);
} else {
list.add(opt, null);
}
}


/*
** closeOpp
**
** Closes opportunities and creates
** follow-on projects and opportunities as appropriate
**

function closeOpp() {

// Set session header
sforce.connection.sessionId = '{!$Api.Session_ID}';

// Get DOM elements
var wonElement = document.getElementById("{!$Component.f.pb.pbs.si2.isWon}");
var reasonElement = document.getElementById("{!$Component.f.pb.pbs.si3.closeReason}");
var won = (wonElement.value == "Yes");

// Close the current opportunity

var oppToClose = new sforce.SObject("Opportunity");
oppToClose.Id = "{!Opportunity.Id}";
oppToClose.StageName = reasonElement.value;

try {
res = sforce.connection.update([oppToClose]);
} catch (err) {
alert(err);
}

// Retrieve this opp from the database
var thisOpp = retrieveOpp();


// Create recurring Opportunity
if("true" == "{!Opportunity.Recurring__c}") {
createRecurrence(thisOpp);
}

// Create a new project or contract
if (won) {
if ("{!Opportunity.Type}" == "Master Contract / IDIQ") {
var contractId = createContract(thisOpp);
window.location.href = "/" + contractId;
} else {
var projectId = createProject(thisOpp);

  // ****** assign projectid back to oppToClose.Project_Profile__c;

window.location.href = "/" + projectId;
}
} else {
window.location.href = "/{!Opportunity.Id}";
}
}


/*
** retrieveOpp
**
** Retrieves the current opportunity as an SObject that can be copied in memory
*/
function retrieveOpp() {
var fields = "";

// Generate list of fields we expect to copy to either an opportunity or project
var dResult = sforce.connection.describeSObject("Opportunity");
for (var i=0; i < dResult.fields.length; i++) {
var f = dResult.fields[i];
fields += (i > 0 ? "," : "") + f.name;
}

// Retrieve the Opportunity
opp = sforce.connection.retrieve(fields, "Opportunity", ["{!Opportunity.Id}"]);
return opp[0];
}


/*
** createRecurrence()
**
** Creates a new recurring opportunity and links it
** to a newly closed opportunity

*/
function createRecurrence(sourceOpp) {
var ret = "";
var res = "";

// Calcuate close date for next occurence
var recurDate = sourceOpp.getDate("CloseDate");
var intervalMonths = sourceOpp.getInt("Recur_Interval_Months__c");
if (intervalMonths) {
recurDate.setMonth(recurDate.getMonth() + intervalMonths);
}

// Initialize new opportunity from closed opportunity
var opp = new sforce.SObject("Opportunity");
opp.AccountId = sourceOpp.AccountId;
opp.Name = sourceOpp.Name;
opp.Amount = sourceOpp.Amount;
opp.StageName = "Needs Analysis"; // TODO -- confirm stage
opp.CloseDate = recurDate;
opp.Parent_Opportunity__c = sourceOpp.Id;
opp.Contract__c = sourceOpp.Contract__c;
opp.Recurring__c = sourceOpp.Recurring__c;
opp.Recur_Interval_Months__c = sourceOpp.Recur_Interval_Months;
opp.Created_From_Recurring__c = true;
opp.Type = sourceOpp.Type;
opp.Secondary_Account__c = sourceOpp.Secondary_Account__c;
opp.Description = sourceOpp.Description;
opp.NextStep = "Initiate Contact";
opp.Competitive_Deal__c = sourceOpp.Competitive_Deal__c;
opp.Main_Competitor__c = sourceOpp.Main_Competitor__c;
opp.City__c = sourceOpp.City__c;
opp.County__c = sourceOpp.County__c;
opp.State_List__c = sourceOpp.State_List__c;
opp.Country__c = sourceOpp.Country__c;
opp.Section__c = sourceOpp.Section__c;
opp.Township__c = sourceOpp.Township__c;
opp.Range__c = sourceOpp.Range__c;
opp.Location_Details__c = sourceOpp.Location_Details__c;
opp.Longitude__c = sourceOpp.Longitude__c;
opp.Latitude__c = sourceOpp.Latitude__c;
opp.LeadSource = "Repeat Work";
opp.Client_Relationship__c = "Current Client - Excellent";
opp.Evaluation_Process__c = sourceOpp.Evaluation_Process__c;
opp.Suitable_Project_Location__c = sourceOpp.Suitable_Project_Location__c;
opp.Potential_Follow_On__c = sourceOpp.Potential_Follow_On__c;
opp.Primary_Mapping_Solution_Filtered__c = sourceOpp.PPrimary_Mapping_Solution_Filtered__c;
opp.Primary_Mapping_Solution_Category__c = sourceOpp.Primary_Mapping_Solution_Category__c
opp.Mapping_Services__c = sourceOpp.Mapping_Services__c;
opp.Size_Units__c = sourceOpp.Size_Units__c;
opp.Size__c = sourceOpp.Size__c;
opp.Deliverables__c = sourceOpp.Deliverables__c;
opp.Acquisition_Specifications__c = sourceOpp.Acquisition_Specifications__c;
opp.Mapping_Specifications__c = sourceOpp.Mapping_Specifications__c;
opp.Billing_Options__c = sourceOpp.Billing_Options__c;
opp.Recur_Interval_Months__c = sourceOpp.Recur_Interval_Months__c;
opp.Owner_Region__c = sourceOpp.Owner_Region__c;


// TODO -- map additional fields as needed

// Create the Opportunity
try {
res = sforce.connection.create([opp]);
} catch (err) {
alert(err);
}
if (res[0].getBoolean("success")) {
ret = res[0].id;
}

return (ret);
}


/*
** createContract()
** Creates a new contract for a closed opportunity
**
** This logic is implemented in Javascript instead of an APEX controller
** extension to avoid the need for Aero-Metric to maintain
** and deploy APEX code.
*/
function createContract(sourceOpp) {
var ret = "";
var res = "";

// Initialize contract from Opportunity data
var contract = new sforce.SObject("Contract");
contract.AccountId = sourceOpp.AccountId;
contract.Name = sourceOpp.Name;
contract.Parent_Opportunity__c = sourceOpp.Id;
contract.Primary_Mapping_Solution__c = sourceOpp.Primary_Mapping_Solution__c;
contract.Contract_Amount__c = sourceOpp.Estimated_Contract_Amount__c;
contract.Secondary_Account__c = sourceOpp.Secondary_Account__c;
contract.Parent_Master_Contract__c = sourceOpp.Contract__c;
contract.Primary_Mapping_Solution_Category__c = sourceOpp.Primary_Mapping_Solution_Category__c;
contract.Primary_Mapping_Solution_Filtered__c = sourceOpp.Primary_Mapping_Solution_Filtered__c;


// TODO -- map additional fields as needed

// Create the contract
try {
res = sforce.connection.create([contract]);
} catch (err) {
alert(err);
}
if (res[0].getBoolean("success")) {
ret = res[0].id;
}

return (ret);
}


/*
** createProject()
**
** Creates a new project and links it to a newly
** closed oppportunity
**
** This logic is implemented in Javascript instead of an APEX controller
** extension to avoid the need for Aero-Metric to maintain
** and deploy APEX code.
*/
function createProject(sourceOpp) {
var ret = "";
var res = "";

// Initialize project from Opportunity data
var project = new sforce.SObject("Summary__c");
project.Name = "-";
project.projName__c = sourceOpp.Name;
project.projAccount__c = sourceOpp.AccountId;
project.Secondary_Account__c = sourceOpp.Secondary_Account__c;
project.Opportunity__c = sourceOpp.Id;
project.Contract__c = sourceOpp.Contract__c;
project.Parent_Project__c = sourceOpp.Parent_Project__c;
project.State_List__c = sourceOpp.State_List__c;
project.City__c = sourceOpp.City__c;
project.County__c = sourceOpp.County__c;
project.Country__c = sourceOpp.Country__c;
project.Section__c = sourceOpp.Section__c;
project.Township__c = sourceOpp.Township__c;
project.Range__c = sourceOpp.Range__c;
project.Latitude__c = sourceOpp.Latitude__c;
project.Longitude__c = sourceOpp.Longitude__c;
project.Location_Details__c = sourceOpp.Location_Details__c;
project.Primary_Mapping_Solution__c = sourceOpp.Primary_Mapping_Solution__c;
project.Size__c = sourceOpp.Size__c;
project.Size_Units__c = sourceOpp.Size_Units__c;
project.Booked_Date__c = sourceOpp.CloseDate;
project.Amount__c = sourceOpp.Amount;
project.Start_Date__c = sourceOpp.Estimated_Project_Start_Date__c;
project.Complete_Date__c = sourceOpp.Estimated_Project_Completion_Date__c;
project.Mapping_Specifications__c = sourceOpp.Mapping_Specifications__c;
project.Billing_Options__c = sourceOpp.Billing_Options__c;
project.Acquisition_Specifications__c = sourceOpp.Acquisition_Specifications__c;
project.Deliverables__c = sourceOpp.Deliverables__c;
project.Mapping_Services__c = sourceOpp.Mapping_Services__c;
project.OwnerId = sourceOpp.OwnerId;
project.Owner_Region__c = sourceOpp.Owner_Region__c;
project.Primary_Mapping_Solution_Filtered__c = sourceOpp.Primary_Mapping_Solution_Filtered__c;
project.Primary_Mapping_Solution_Category__c = sourceOpp.Primary_Mapping_Solution_Category__c;
project.Description__c = sourceOpp.Description;

// TODO -- map additional fields as needed

// Create the project
try {
res = sforce.connection.create([project]);
} catch (err) {
alert(err);
}
if (res[0].getBoolean("success")) {
ret = res[0].id;
}

return (ret);
}


</script>



<apex:sectionHeader title="Close Opportunity" subtitle="{!Opportunity.Name} - Resulting in a {!Opportunity.Type}"/>

<apex:form id="f">
<apex:pageBlock title="Opportunity Win/Loss Information" id="pb">
<apex:pageBlockSection columns="1" title="Why is this Opportunity Closing?" id="pbs">

<apex:outputField value="{!Opportunity.Account.Name}"/>
<apex:outputField value="{!Opportunity.Region_Client_ID__c}"/>

<apex:pageBlockSectionItem id="si1">
<apex:outputLabel value="Current Sales Stage"/>
<apex:outputText value="{!Opportunity.StageName}"/>
</apex:pageBlockSectionItem>

<apex:pageBlockSectionItem id="si2">
<apex:outputLabel value="Did we win this deal?"/>
<apex:selectList id="isWon" size="1" onChange="toggleReason()">
<apex:selectOption itemLabel="Yes" itemValue="Yes"/>
<apex:selectOption itemLabel="No" itemValue="No"/>
</apex:selectList>
</apex:pageBlockSectionItem>

<apex:pageBlockSectionItem id="si3">
<apex:outputLabel value="What was the reason?"/>
<apex:selectList id="closeReason" size="1">
<apex:selectOption itemLabel="Selected" itemValue="Selected"/>
<apex:selectOption itemLabel="SOW Signed" itemValue="SOW Signed"/>
</apex:selectList>
</apex:pageBlockSectionItem>

</apex:pageBlockSection>
</apex:pageBlock>

<input class="btn" type="button" title="Close Opportunity" name="close" value=" Close Opportunity " onClick="onClickClose()"/>
<apex:commandButton action="{!cancel}" value="Cancel" id="cancelButton"/>
<apex:outputText value="" id="status"/>

</apex:form>

</apex:page>