PSA Lightning Components Overview

The table below provides an overview of where each component can be added.

Component Name	Description	Lightning Record Pages	Home Page	Workspaces	Utility Bar	Experience Cloud Sites	Released
PSA Actions: Assignment Details	Contains actions for an assignment.	Assignments					Spring 2021
PSA Actions: Assignments	Contains actions to manage resource requests for a project.	Projects					Fall 2020
PSA Actions: Contact Assignments	Contains actions for contact assignments.	Contacts					Spring 2021
PSA Actions: Opportunity Financials	Contains financial actions for opportunities.	Opportunities					Spring 2021
PSA Actions: Project Billing	Contains actions to manage project billing for a project.	Projects					Fall 2020
PSA Actions: Project Financials	Contains actions to manage project financials for a project.	Projects					Fall 2020
PSA Actions: Project Planning Tools	Contains actions to manage project planning for a project.	Projects					Fall 2020
PSA Actions: Project Tasks	Contains actions to manage project tasks for a project.	Projects					Fall 2020
PSA Actions: Project Versioning	Contains actions to manage versioning for a project.	Projects					Fall 2020
PSA Actions: Resource Request Details	Contains actions for resource request details.	Resource Requests					Spring 2021
PSA Actions: Resource Requests	Contains actions to manage resource requests for an opportunity or project.	Opportunities Projects					Fall 2020
PSA Actions: Revenue Forecasting	Contains revenue forecasting actions for opportunities and projects.	Opportunities Projects					Spring 2021
PSA Actions: Risks and Issues	Contains actions to manage risks and issues for a project.	Projects					Fall 2020
PSA Actions: Task-Based Resourcing	Contains actions to manage task-based resourcing for a project.	Projects					Fall 2020
PSA Administration Actions	Manage scheduled actions in PSA.	PSA Administration		Yes			Fall 2020
PSA Contact Card	View resource information.	Resource Requests					Fall 2020
PSA Edit Assignment Schedule	Edit assignment actions on assignment records.	Assignments					Fall 2020
PSA Link Assignment to Milestones	Link an assignment to multiple milestones.	Assignments					Fall 2020
PSA Link Assignment to Project Methodologies	Link an assignment to multiple project methodologies.	Assignments					Fall 2020
PSA Link Assignment to Project Phases	Link an assignment to multiple project phases.	Assignments					Fall 2020
PSA Link Milestone to Assignments	Link a milestone to multiple assignments.	Milestones					Fall 2020
PSA Link Project Methodology to Assignments	Link a project methodology to multiple assignments.	Project Methodologies					Fall 2020
PSA Link Project Phase to Assignments	Link a project phase to multiple assignments.	Project Phases					Fall 2020
PSA Link Rate Card Set To Rate Cards	Manage linking and unlinking between a rate card set and rate cards.	Rate Card Set					Spring 2021
PSA Manage Skills and Certifications	Manage skills and certifications for resources.	Can't add to a record page	Yes	Yes			Fall 2020
PSA Mass Approval	Approve or reject multiple timecards or expense reports.	Any record page	Yes	Yes	Yes	Yes	Spring 2021
PSA My Weekly Summary	A weekly view of the status of all your projects, assignments, and project task assignments.	Any record page	Yes	Yes	Yes	Yes	Spring 2021
PSA Resource Filter	Filter a list of resources based on search criteria.	Resource Requests					Fall 2019
PSA Resourcing	Select resources in a list and perform actions.	Resource Requests					Fall 2019
PSA Time Entry	Submit timecards against assignments, milestones, and tasks associated with projects.	Any record page	Yes	Yes	Yes	Yes	Fall 2020
Slack Channel Manager	Manage members in a Slack Channel.	Any record page	Yes		Yes		Fall 2020

For more information about the Utility Bar, search for "Add a Utility Bar to Lightning Apps" in the Salesforce Help.

For more information about Experience Cloud sites, see "Getting Started with PSA Experience Cloud Sites" available from the FinancialForce Community.

To add additional fields to the PSA Contact Card Component:

1. Modify the field set as required that you want to use to add additional fields.
2. From Setup | Lightning App Builder, on the Resource Request Lightning page, in the Component Properties pane for PSA Contact Card component, select the required field set from the Custom Fields Field Set picklist.
3. Save your changes.

For more information, see Contact Field Sets.

To exclude resource requests from the Resource Details tab of the Resource Request Lightning record page:

1. From Setup | Lightning App Builder, in the Component Properties pane for the PSA Contact Card component, deselect Show Resource Requests.
2. Save your changes.

To configure the PSA Contact Card component to display useful fields when you hover over an assignment or a resource request on the Resource Details tab of the Resource Request Lightning record page:

1. On the Assignment and Resource Request objects, create new field sets or identify existing field sets that contain the fields you require. For information on creating and editing field sets, see the Salesforce Help. For more information on the field sets available, see Assignment Field Sets and Resource Request Field Sets.
   Note: Where there is a lookup to another object, although it is possible to add fields from the lookup object into a field set, these are not supported and are not displayed in the hover details. As a workaround, you can create a custom formula field on the Assignment or Resource Request object as appropriate, and then use the formula field to obtain the value from the field on the lookup object.
2. From Setup | Lightning App Builder, in the Component Properties pane for the PSA Contact Card component, select the relevant field sets from the following picklists:
• Hover Details Field Set on Assignments
• Hover Details Field Set on Resource Requests
Note: The default values are None, where no hover details are displayed. Also, if a selected field set does not contain any valid fields, hover details are not displayed.
3. Save your changes.

To configure the PSA Contact Card component to show a resource's scheduled working time on relevant assignments and resource requests as an hourly value on the Resource Details tab of the Resource Request Lightning record page:

1. From Setup | Lightning App Builder, in the Component Properties pane for the PSA Contact Card component, select Show Scheduled Time in Hours.
2. Save your changes.

Note:

The hourly value is calculated based on the assignment or resource request’s schedule and the date range selected in the Resource Filter.

To use this component, you must first specify the object containing the records that require approval or rejection, such as the Expense Report and Timecard objects.

To select the object that provides records for approval or rejection:

1. From Setup | Lightning App Builder, in the Component Properties pane for the PSA Mass Approval component, select the name of the object in the Object Name field. Only objects that approval processes have been created on are displayed.
2. Enter a batch size in the Record Batch Size field. The default is 400.
   Warning:

   Do not adjust the Record Batch Size without first consulting Customer Support.

3. Enter the API name of the field set that you want to display columns in the Field Set API Name field.
4. [Optional] Enter a component title in the Component Title field. Leave this blank to use the default title.

You can show or hide standard fields, control field behavior, and add you own custom fields to the Resource Filter.

Include Recommended Resources Default

To enable Intelligent Staffing, select Include Recommended Resources Default to set the Include Recommended Resources field in the Resource Filter to True. For more information, see Intelligent Staffing Overview.

Showing or Hiding the Skills Section

You can hide the Skills section in the PSA Resource filter.

To show or hide the Skills section:

1. From Setup | Lightning App Builder, in the Component Properties pane for the PSA Resource Filter component, select or deselect Show Skills Filter.
2. Save and activate your changes.
3. [Optional] Set your changes as the org wide default and click Close.

Showing or Hiding Standard Fields

You can show or hide the standard fields in the PSA Resource filter:

To show or hide standard fields:

1. From Setup | Lightning App Builder, in the Component Properties pane for the PSA Resource Filter component, select to show or deselect to hide the following:
2. • Show Role Filter
   • Show Name Filter
   • Show Region Filter
   • Show Practice Filter
   • Show Group Filter
3. Save and activate your changes.
4. [Optional] Set your changes as the org wide default and click Close.

Controlling Role, Region, Practice, and Group Field Default Value Behavior

You can determine the default behavior of several fields for your users in the Resource Filter. You can control whether the fields default to the value from the resource request record, or display no default value.

Select “Value from record” or “No default value” in the corresponding picklists on the Component Properties pane for the following fields:

• Role Filter Behavior
• Region Filter Behavior
• Practice Filter Behavior
• Group Filter Behavior

Adding Standard and Custom Contact Object Fields

You can add standard and custom filter fields of the following supported types to the PSA Resource Filter using a Contact object field set and use the fields to filter resources in the Resource Filter:

• Boolean
• Lookup
• Number
• Picklist
• Text

To use custom fields as filters in the Resource filter, you must add them to a Contact object field set and the permission set you are using for the Resource filter. Any unsupported field types that you add to a Contact object field set do not display in the Resource Filter. Fields marked as required in the field set are not displayed as required fields in the Resource Filter.

For more information, see Contact Field Sets.

To add custom fields and select a field set:

1. Do one of the following:
   • Modify the field set that you want to use to control additional custom fields in the Resource Filter component.
   • Create a new field set with the fields you require.
2. From Setup | Lightning App Builder, click the PSA Resource Filter component.
   All Contact object field sets are populated in the Custom Filters Field Set picklist. The “None” option is initially set as the default.
3. Select a field set from the Custom Filters Field Set picklist in the Component Properties pane.
4. [Optional] Set to "None" to display standard default filter fields only.
5. Save and activate your changes.
6. [Optional] Set your changes as the org wide default and click Close.

You can customize the columns displayed and set a default scheduling strategy.

Customizing the Resourcing Component Columns

You can determine different columns for each instance of the resourcing component, for example, when using the component on multiple pages, or multiple instances of the component on the same page. You can determine the columns to suit your organization including adjusting their positions.

You can use an existing field set to control the columns you want to display in the Resource list. For example, the Assign Multiple Resources to Project Search Columns. This field set contains five fields by default. Alternatively, you can select any Contact field set to control the columns displayed. Column width adjustments are maintained during Resource list user sessions, and also when you filter resources in the Resource Filter and click Reset, Clear, or Apply.

Note:

Column width adjustments are not maintained between PSA user sessions or when you reload the Resource Request page.

To modify the fields displayed as columns on the PSA Resource Request page:

1. Modify the field set as required that you want to use to control the columns in the Resourcing component.
2. From Setup | Lightning App Builder, in the Component Properties pane for the Resourcing component, select the required field set from the Column Field Set picklist.
3. Save, activate, and set your changes as the org wide default.

Specifying the Default Scheduling Strategy

To specify the default scheduling strategy for your users in the Schedule tab, select a default scheduling strategy to use from the Default Scheduling Strategy drop-down in the Component Properties pane for the Resourcing component. For more information, see Scheduling Strategies Overview.

Customizing Rows in the Compare Resources Window

You can customize the contact field rows displayed in the Compare Resources window.

Note:

We recommend that you do not add any Salesforce fields to the field set where their value is automatically generated. For example, Created By, or Created Date.

From Setup | Lightning App Builder, in the Component Properties pane for the Resourcing component, select the required field set from the Compare Resources Contact Field Set picklist.

To enable your users to log time against Assignments, Milestones, and Project Tasks, select the relevant checkbox in the Component Properties pane.

To select the actions that are visible to users in these components:

1. Click the component. The Component Properties pane opens. By default, all checkboxes are selected.
2. Deselect the checkboxes for the actions to be hidden from users.