PSA Administration

You can schedule backlog calculations for a resource or an organization to run automatically at a particular time or frequency in the future for a region, practice, or group.

To calculate backlog immediately for a resource or an organization, see Calculating Backlog.

To schedule a backlog calculation:

1. On the PSA Administration page, click PSA Scheduled Actions | Schedule Backlog Calculation. The Schedule Backlog Calculation window opens.
2. Select Region, Practice, or Group.
3. Search for and select the region, practice or group that you want to schedule backlog for.
4. Click Next.
5. Complete the following fields:
   • Backlog Calculation Name
   • Start Date
   • Time Period Types
6. [Optional] Complete the remaining fields as described in Backlog Calculation Fields.
7. Click Next.
8. Set the Schedule for weekly or monthly calculations. For more information, see Schedule.
9. Click Schedule. The scheduled backlog calculation is queued.
10. [Optional] Verify the queued scheduled backlog calculation job in Scheduled Jobs.

You can schedule missing timecard calculations for a resource to run automatically at a particular time or frequency in the future for a region, practice, or group.

To calculate missing timecards immediately for a resource or an organization, see Calculating Missing Timecards.

To schedule missing timecard calculations:

1. On the PSA Administration page, click PSA Scheduled Actions | Schedule Missing Timecard Calculation.
2. In the Schedule Missing Timecard Calculation window, select Region, Practice, or Group from the drop-down.
3. Search for and select the record you want to schedule the missing timecard calculation for.
4. Click Next.
5. [Optional] Select the Include Sublevels checkbox to include the region, practice, or group’s children.
6. Set the Schedule for weekly or monthly calculations. For more information, see Schedule.
7. Click Schedule. The scheduled missing timecard calculation is queued.
8. [Optional] Verify the queued scheduled missing timecard calculation job in Scheduled Jobs.

You can schedule time variance calculations to run automatically at a particular time or frequency in the future for the resources at the region, practice or group level.

To calculate time variance at the region, practice, and group level between a resource's work calender hours and the actual logged hours, see Generating a Time Variance Calculation.

To schedule time variance calculation:

1. On the PSA Administration page, click PSA Scheduled Actions | Schedule Time Variance Calculation.
2. In the Schedule Time Variance Calculation window, select Region, Practice, or Group from the drop-down list.
3. Search for and select the RPG record you want to schedule the time variance calculation for.
4. Click Next.
5. Enter a name for the time variance calculation.
6. [Optional] Select the Include Sublevels checkbox to include the region, practice or group's children.
7. Set the Schedule for weekly or monthly calculations. For more information, see Generate Time Variance Fields.
8. Click Schedule. The scheduled time variance calculation is queued.
9. [Optional] Verify the queued scheduled time variance calculation job in Scheduled Jobs.

You can schedule utilization calculations for a resource or an organization to run automatically at a particular time or frequency in the future on the following:

• Contact [Resource]
• Region
• Practice
• Group
• Utilization Calculation

To calculate utilization immediately for a resource or an organization, see Calculating Utilization.

To schedule utilization calculation:

1. On the PSA Administration page, click PSA Scheduled Actions | Schedule Utilization Calculation.
2. In the Schedule Utilization Calculation window, select one of the following options in the drop-down:
   • Region
   • Practice
   • Group
   • Contact (Resource)
   • Utilization Calculation
3. Search for and select the record you want to schedule utilization for.
4. Click Next.
5. Complete the fields described in the following sections and click Next:
   1. Information
   2. Summary By Role
   3. Compute Sub-Totals
   4. Schedule
6. Click Schedule. The scheduled utilization calculation is queued.
7. [Optional] Verify the queued scheduled missing timecard calculation job in Scheduled Jobs.

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.

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.

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.

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.

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 assignment schedule recalculations. See Recalculating Assignment Schedules.

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

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

Schedule recurring weekly or monthly batch jobs.

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.

Run the process to retry syncing PSA project task to Jira issues that had previously failed. See Viewing Project Task to Issue Synchronization Errors in the Integrations Help.