Your Engagement Analytics app might be dependent on Financial Analytics, PSA Analytics, or both. This depends on how you configure the app during the setup process. Depending on your choice, the existing environment constraints also apply to Engagement Analytics. For more information, see the following:
- Financial Analytics Supported Environment
- PSA Analytics Supported Environment
In addition, the following requirements are specific to Engagement Analytics:
|
FinancialForce Product |
Version |
Note |
|---|---|---|
| Billing Central | Spring 2021 | Only required if you use Billing Central with the engagement functionality and want to include billing contracts in Engagement Analytics. |
| Professional Services Automation | Spring 2021 | Only required if you use PSA with the engagement functionality and want to include projects in Engagement Analytics. |
| Supply Chain Management | Fall 2021 | Only required if you use SCM with the engagement functionality and want to include sales orders in Engagement Analytics. |
The following versions of existing Business Analytics apps are also required for Engagement Analytics:
|
App |
Version |
Note |
|---|---|---|
| Financial Analytics | Fall 2021 (V2021.400) |
Only required if:
|
| PSA Analytics | Spring 2021 (V11.0) | Only required if you use PSA with the engagement functionality and want to include projects in Engagement Analytics. |