More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
- From the list, you can click any milestone name to go directly to its detail.
- Click New to create a new milestone.
| Recent Choice | Description | |
|---|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. | |
| Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. | |
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
In FinancialForce PSA a milestone represents a fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it. You can work with milestones on time and materials projects, fixed priced projects, or mixed model projects. Milestones contribute to billing on the projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. and RPGAbbreviation of region, practice, group. actualsTotals for a given time period.. Milestones also contribute to billed and invoiced revenue after they are billed/invoiced.
When you create a new project from an opportunity, using a project template, PSA provides the list of milestones from the project template with checkboxes. You can select the milestones you want from the project template. The milestones are created when you save the new project.
Depending on your permissions, you can:
- Group timecards and expenses from any resource assigned to a project with milestones on the same project.
- Associate a milestoneA fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it. with a fixed external cost.
- Set milestones to contribute to the external cost when the External Cost field is populated. For instance, if you want to count subcontractor fees as a flat cost amount that helped you reach the Milestone and achieve the billings.
- Enter planned hours when creating a project from a template.
- Change the Milestone Cost and Log Milestone Cost as External fields after the Milestone has been billed and/or invoiced. Billing/Invoicing Permission Controls are not required to edit the cost information.