PSA Administration

The PSA Administration tab provides tasks that your administrator can perform in PSA. Some tasks can be performed as batch jobs immediately or scheduled by clicking Submit Batch or Schedule Batch respectively.

Export your existing configuration settings and import the configuration settings included in the PSA packages. For more information, see Importing and Exporting Configuration.

Register your Foundations publications and subscriptions, load all publications or subscriptions, and remove all publications or subscriptions. For more information, see Foundations Integration.

Display a list of tasks your administrator must perform after upgrading PSA.

Initialize the billing queue.

Update the current time period information for regions, practices, groups, projects, and resources. Updating the time period causes the appropriate pages to pull in data for actuals, backlog, and utilization and displays the data in the appropriate details section for each record.

Schedule a batch calculation of actuals from transactions.

If your organization uses immediate actuals, this option calculates real time actuals for each region, practice, group, project, and resource.

Delete Apex scheduled jobs that have no future scheduled activity.

Schedule batch recalculation of project actuals. See Recalculating Resource and Project Actuals.

Schedule or run batches of Future Time Schedule calculations. See Calculating Future Scheduled Hours.

Delete app logs for actuals, billing, or both. See Deleting App Logs.

Schedule utilization calculation jobs using the Utilization Engine. See Utilization Engine.

Schedule or run batches of all eligible resource request schedule recalculations. See Rescheduling Resource Requests.

Schedule or run batches of all eligible assignment schedule recalculations. See Rescheduling Assignments.

Schedule or run batches of Project Variance calculations. See Viewing and Updating Project Variance.

Schedule batch jobs.

Schedule recurring weekly or monthly batch jobs.

Frequency

Recurring Schedule Options
Weekly

Select from day of the week or for specific days of the month.

The "L" fields let you specify the last selected day less the indicated number.

Tip: Select all week days (Sunday through Saturday) and select L-1 for an event to occur on the second last day of the month.
Monthly Use the drop-down option to select the day of the month or select which day of the week in a given month for the event occurrence.

For example:

  • If you want to schedule the event to occur on a Wednesday when that day falls within the first ten days of the month, select Weekly, Wednesday and checkboxes 1 to 10.
  • If you want the event to occur on the last Wednesday of the month, select Monthly and On the Last Wednesday.

Use the picklists to specify the time of day for the event to occur.

 

Provide longitude and latitude coordinates based on an address using the Google Maps service. For example, when locating resources. See Searching for Resources on the Search Resources Page. Turn Geocoding Services on by clicking Activate and then Accept to agree to share address data with Google. Turn off the service by clicking Deactivate.

The read-only MapQuest details present checkbox indicates whether PSA was previously configured for MapQuest. It’s checked if there are values set in deprecated MapQuest Search Resources Settings.

Tip:

We recommend that you temporarily deactivate any custom milestone and EVA update triggers before you perform this task. PSA core triggers do not need to be disabled.

Update the Project Currency Exchange Rate field on EVA records and Project Currency Exchange Rate on Milestone records over a particular date range. For more information, see Estimates Versus Actuals and Milestones.

You can process a maximum of 50 million combined EVA and Milestone records in a single batch when the Project Currency Exchange Rate is not currently populated.

Complete the To and From fields and click Update Records.

If the specified date range exceeds the limit for the records you want to update, select a shorter date range. If necessary, wait until the batch has finished before submitting another batch of 50 million records.

Note:

On the Apex Jobs page, you can monitor the status of in-progress Apex jobs that are running to update records. You can check for errors on the App Logs page.

All records are populated with the value of "1.000" when the Project Currency Exchange Rate is "null" as follows:

  • You have a single corporate currency in your org and Use Dated Exchange Rates is "True" or "False".
  • Multi-currency is disabled and Use Dated Exchange Rates is set to "False".

When a dated exchange rate does not historically exist for an associated project currency, the value in Project Currency Exchange Rate is not populated with any value. We recommend you create historic dated exchange rates for each currency. For more information, see Creating a PSA Currency.

Click Generate EVAs to create estimates versus actuals comparison records (EVAs) for all existing held resource requests without any associated EVA records. EVA records are generated for all held resource requests with a schedule and a linked resource. For more information, see Estimates Versus Actuals.