PSA Lightning Components Overview

The table below provides a description of each component and where it can be added.

Component Name	Description	Lightning Record Page	Lightning App Page	Lightning Home Page	Workspace	Utility Bar	Experience Cloud Sites	Released
PSA Actions: Assignment Details	Contains actions for an assignment.	Assignment						Spring 2021
PSA Actions: Assignments	Contains actions to manage resource requests for a project.	Project						Fall 2020
PSA Actions: Contact Assignments	Contains actions for contact assignments.	Contact						Spring 2021
PSA Actions: Opportunity Financials	Contains financial actions for opportunities.	Opportunity						Spring 2021
PSA Actions: Project Billing	Contains actions to manage project billing for a project.	Project						Fall 2020
PSA Actions: Project Financials	Contains actions to manage project financials for a project.	Project						Fall 2020
PSA Actions: Project Planning Tools	Contains actions to manage project planning for a project.	Project						Fall 2020
PSA Actions: Project Tasks	Contains actions to manage project tasks for a project.	Project						Fall 2020
PSA Actions: Project Versioning	Contains actions to manage versioning for a project.	Project						Fall 2020
PSA Actions: Resource Request Details	Contains actions for resource request details.	Resource Request						Spring 2021
PSA Actions: Resource Requests	Contains actions to manage resource requests for an opportunity or project.	Opportunity Project						Fall 2020
PSA Actions: Revenue Forecasting	Contains revenue forecasting actions for opportunities and projects.	Opportunity Project						Spring 2021
PSA Actions: Risks and Issues	Contains actions to manage risks and issues for a project.	Project						Fall 2020
PSA Actions: Task-Based Resourcing	Contains actions to manage task-based resourcing for a project.	Project						Fall 2020
PSA Administration Actions	Manage scheduled actions in PSA.	PSA Administration			Yes			Fall 2020
PSA Contact Card	View resource information.	Resource Request						Fall 2020
PSA Create Project	Create a project.	Can't add to a record page	Yes		Yes			Fall 2021
PSA Create Project: Project Records	Display an accordion of related object records.	Can't add to a record page	Yes but only in conjunction with the PSA Create Project component					Fall 2021
PSA Edit Assignment Schedule	Edit assignment actions on assignment records.	Assignment						Fall 2020
PSA Expense Entry	Submit expenses against assignments, milestones, and tasks associated with projects.	Any record page		Yes	Yes	Yes	Yes	Fall 2021
PSA Link Assignment to Milestones	Link an assignment to multiple milestones.	Assignment						Fall 2020
PSA Link Assignment to Project Methodologies	Link an assignment to multiple project methodologies.	Assignment						Fall 2020
PSA Link Assignment to Project Phases	Link an assignment to multiple project phases.	Assignment						Fall 2020
PSA Link Milestone to Assignments	Link a milestone to multiple assignments.	Milestone						Fall 2020
PSA Link Project Methodology to Assignments	Link a project methodology to multiple assignments.	Project Methodology						Fall 2020
PSA Link Project Phase to Assignments	Link a project phase to multiple assignments.	Project Phase						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	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 Project Team Schedule	Manage resource requests and assignments for all resources assigned to a project.	Project						Fall 2021
PSA Resource Filter	Filter a list of resources based on search criteria.	Resource Request						Fall 2019
PSA Resource Optimizer	Optimize the allocation of resources to resource requests.	Resource Optimizer						Fall 2021
PSA Resource Schedule	Manage resource requests and assignments for all resources.	Resource Request						Fall 2021
PSA Resource Self-Nomination	View and express interest in upcoming work.	Salesforce My Profile page only	Yes	Yes	Yes			Fall 2021
PSA Resourcing	Select resources in a list and perform actions.	Resource Request						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 a component to a Lightning page:

1. From Setup, navigate to the Lightning App Builder.
2. Navigate to the Lightning page that you want to add a component to.
3. Click and drag a component on to the relevant part of the Lightning page layout.
4. [Optional] Use the options in the component properties to configure the component. See below for information about how to customize each type of component.
5. Save and activate the Lightning page.

For more information on Lightning App Builder, including how to clone or create a Lightning page and add components, see the Salesforce Help.

You need the following types of permission to access and use FinancialForce Lightning components:

• Apex class access
• Tab access
• Object
• Field

For information about the permissions required for a specific Lightning component, see the relevant help topic.

To include additional fields in the PSA Contact Card component:

1. Modify the field set that you want to use to include additional fields.
2. From Setup | Lightning App Builder, on the Resource Request Lightning page, in the PSA Contact Card component properties, select a field set from the Custom Fields Field Set picklist. For more information, see Contact Field Sets.
3. Save your changes.

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

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 to 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, and use the formula field to obtain the value from the field on the lookup object.
2. From Setup | Lightning App Builder, in the PSA Contact Card component properties, 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 PSA Contact Card component properties, select Show Scheduled Time in Hours.
2. Save your changes.

Note:

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

To enable your users to submit expenses against assignments or milestones, select the relevant checkbox in the properties pane.

To include additional fields and select a field set:

1. Do one of the following:
   • Modify the field set that you want to use to control additional fields in the PSA Expense Entry component.
   • Create a new field set containing the fields you require.
2. From Setup | Lightning App Builder, click the PSA Expense Entry component.
   All Expense Report object field sets are populated in the Custom Filters Field Set picklist. The “None” option is initially set as the default.
3. Do one or both of the following:
   • Enter the API name of the field set you want to use to display editable fields in the Editable Field Set API Name field in the properties pane.
   • Enter the API name of the field set you want to use to display read-only fields in the Read-Only Field Set API Name field in the properties pane.
4. Save and activate your changes.
5. [Optional] Set your changes as the org wide default and click Close.

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 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.

Setting the PSA Project Team Schedule Component Height

Note:

We recommend that you use the default value of 400 pixels.

To set the component height:

From Setup | Lightning App Builder, in the properties pane for the PSA Project Team Schedule component, enter a value from 100 to 10,000 in the Pixel Height field.

Customizing Assignment and Resource Request Hover Tooltips

You can select a field set to display custom fields when hovering over assignments or resource requests.

Note:

--None-- displays only default fields, not custom fields.

To customize the PSA Project Team Schedule component to use field sets when you hover over an assignment or a resource request:

1. Setup | Lightning App Builder.
2. In the properties pane for the PSA Project Team Schedule component, select the relevant field sets from the following picklists:
   • Hover Details Field Set for Assignments. For more information, see Assignment Field Sets.
   • Hover Details Field Set for Resource Requests. For more information, see Resource Request Field Sets.
3. Save your changes.

Including Additional Fields in Resource Details

You can include additional fields in the Details section of Resource Details (PSA Contact Card), when it opens from the PSA Project Team Schedule component.

To include additional fields:

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

Including Resource Requests in Resource Details

You can include resource requests in the Resource Schedule section of Resource Details (PSA Contact Card), when it opens from the PSA Project Team Schedule component.

To include resource requests:

1. From Setup | Lightning App Builder, in the properties pane for the PSA Project Team Schedule component, select Contact Card Show Resource Requests.
2. Save your changes.

Showing Resource Scheduled Working Time in Resource Details

You can configure the Resource Schedule section of Resource Details (PSA Contact Card), when it opens from the PSA Project Team Schedule component, to show a resource's scheduled working time on relevant assignments and resource requests as an hourly value.

To show scheduled time in hours:

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

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 for a Resource Request.

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 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.

Include Sub-Regions by Default

To include sub-regions by default:

From Setup | Lightning App Builder, in the properties pane for the PSA Resource Filter component, select Include Sub-Regions by Default.

Enabling Minimum Resource Availability

You can set a default minimum availability value that resources must have for them to be returned in filter results.

To enable minimum resource availability:

1. From Setup | Lightning App Builder, in the properties pane for the PSA Resource Filter component, select Show Minimum Availability Filter.
2. Enter a value between 0 and 100 in the Minimum Availability Default Value (%) field. The default value is Blank. When Blank, there is no change to filter search behavior.

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 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” from the corresponding picklists in the 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 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 Contact Card, which opens when you select a resource in the data table on the Resource Optimizer page.

Note:

There is no option to select a field set to show tooltips for resource requests and assignments, as there is when the Contact Card is configured as a component.

Adding Additional Fields to the Contact Card Details Section

To add additional fields:

1. Modify the Contact 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 PSA Resource Optimizer component properties, select the required field set from the Contact Card Custom Fields Field Set picklist. For more information, see Contact Field Sets.
3. Save your changes.

Excluding Resource Requests from the Contact Card Resource Schedule Section

You can exclude resource requests from the Resource Schedule section of the Contact Card.

To exclude resource requests from the Contact Card:

1. From Setup | Lightning App Builder, in the PSA Resource Optimizer component properties, deselect Contact Card Show Resource Requests.
2. Save your changes.

Showing Resource Scheduled Working Time

To configure the Contact Card to show a resource's scheduled working time on relevant assignments and resource requests as an hourly value:

1. From Setup | Lightning App Builder, in the PSA Resource Optimizer component properties, select Contact Card Show Scheduled Time in Hours.
2. Save your changes.

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.

To customize the rows in the Compare Resources window:

From Setup | Lightning App Builder, in the properties pane for the PSA Resource Schedule component, select the required field set from the following picklist:

Compare Resources Contact Field Set

Specifying the Default Scheduling Strategy

You can specify the default scheduling strategy to display in the Scheduling Strategy field in the Manage Schedule window when your users click Manage Schedule in the PSA Resource Schedule component. For more information, see Scheduling Strategies Overview.

To specify the default scheduling strategy:

Select a default scheduling strategy from the Default Scheduling Strategy drop-down in the properties pane for the PSA Resource Schedule component.

Determining the Current Resource Request Date Padding

You can determine the number of months to display before and after the current resource request, to show all data within those dates. For example, the filter dates are June 1, 2021 to September 1, 2021. Any resource requests and assignments that overlap with March 1, 2021 to December 1,2021 are displayed.

The date padding default value is 3 months before and after the current resource request. Other Valid values are 0 if you want no padding, and between 1 to 24 if you do want padding.

To set the date padding:

From Setup | Lightning App Builder, in the properties pane for the PSA Resource Schedule component, enter a value from 0 to 24 months in the Date Padding field.

Customizing Assignment and Resource Request Hover Tooltips

You can select field sets to display custom fields when hovering over assignments and resource requests.

Note:

--None-- displays only default fields, not custom fields.

To customize the PSA Resource Schedule component to use field sets when you hover over an assignment or a resource request:

1. Go to Setup | Lightning App Builder.
2. In the properties pane for the PSA Resource Schedule component, select the relevant field sets from the following picklists:
   • Hover Details Field Set for Assignments. For more information, see Assignment Field Sets.
   • Hover Details Field Set for Resource Requests. For more information, see Resource Request Field Sets.
3. Save your changes.

Setting the PSA Resource Schedule Component Height

The default height of the PSA Resource Schedule component is 400 pixels. We recommend the default value.

To set the component height:

From Setup | Lightning App Builder, in the properties pane for the PSA Resource Schedule component, enter a value from 100 to 10,000 in the Pixel Height field.

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 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 properties pane for the Resourcing component. For more information, see Scheduling Strategies Overview.

Specifying the Resource Availability Display Format

To display resource availability values in hours or percentages:

From Setup | Lightning App Builder, in the properties pane for the PSA Resourcing component, select an option in the Availability Display Format picklist.

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 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 properties pane.

You can customize the PSA Work Planner component on the PSA Work Planner Lightning app page.

Specifying the PSA Work Planner Component Resource Batch Size

You can specify the batch size for how many resources are loaded into the PSA Work Planner component on the PSA Work Planner Lightning app page. The default value is 200. Reduce this value if you reach platform limits.

To specify the batch size:

1. From Setup | Lightning App Builder, on the PSA Work Planner Lightning page, in the component properties for the PSA Work Planner component, specify the batch size in the Resource Batch Size field.
2. Save your changes.

Setting the PSA Work Planner Component Height

The default height of the PSA Work Planner component is 500 pixels.

To set the component height:

1. From Setup | Lightning App Builder, on the PSA Work Planner Lightning page, in the component properties for the PSA Work Planner component, enter a value in the Pixel Height field.
2. Save your changes.

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

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