The Project Management workspace contains the following components:
- Global Navigation
- Alerts
- Counts
- Standard Chart
- List View
- Time Entry
- My Weekly Summary
- Expense Entry
Global Navigation
The Project Management links enable you to open the pages that are relevant to your role.
The Navigation pane also provides links to our FinancialForce business process models (BPMs). These models are a visual representation of process flows in PSA. For example, a BPM takes you through the steps for creating a project from an opportunity. To open the Create Project From Opportunity BPM, in the Navigation pane, under Processes & Flows, click Create Project from Opportunity.
Alerts
Alerts provide you with information to highlight important details about your projects. To display a list of detailed records specific to each alert, click View Details.
The following alerts are available from the Project Management workspace.
| Name | Description | View Details |
|---|---|---|
| Actual vs Planned Hours | The count of your projects where actual hours are 80% or greater than their planned hours, and the aggregated value of planned hours and actual hours across the counted projects. | Displays a list view of your projects with high actual hours. |
| Actual vs Budget | The count of your projects where billing is 85% or greater than the project budget, and the aggregated value of actual and budget including expenses across the counted projects. | Displays a list view of your projects that are close to their budget. |
| Late Projects | The aggregated value of your projects at risk of running late, and the count of projects with late milestones impacting billing events, and the count of missed milestones across the counted projects. | Displays a list view of late milestones associated with your projects. |
Your administrator can customize the Actual vs Planned Hours, Actual vs Budget alert card using the Lightning App Builder, for more information, see Setting up FinancialForce Alert Cards in the Foundations Help.
Counts
Counts summarize the number of records found on corresponding list views that are relevant for the Project Management workspace. Counts enable you to quickly access related content. To display a list view of detailed records specific to each count, click the count.
The following counts are available from the Project Management workspace.
| Count | Description | List View |
|---|---|---|
| Estimates vs Actuals with High Variance | The count of assignments with actual hours that varied higher or lower than 50% in the previous week. |
Displays estimates vs actuals. |
| Due Resource Requests | The count of open resource requests. These are resource requests where the Assignment lookup on the resource request is blank or null and the start date is 30 days or less from today’s date and their status is one of the following:
|
Displays open resource requests on your projects that are close to the start date. |
| Projects with Red Status | The count of projects with the status of “Red”. | Displays the statuses of your projects. |
Your administrator can customize the Estimates vs Actuals with High Variance, Due Resource Requests, Projects with Red Status count cards using the Lightning App Builder, for more information, see Setting up FinancialForce Count Cards in the Foundations Help.
Standard Report Chart
The Project Management Workspace Report Chart displays a My Total Project Margin % report, summarizing the percentage of your total project margin.
List View
The Project List View displays a list of projects where you are assigned as the project manager.
My Weekly Summary Component
The My Weekly Summary component provides a weekly view of status for all your associated projects, assignments, and project task assignments.
For more information, see My Weekly Summary
Time Entry Component
The Time Entry component displays a list of your timecards.
Time Entry enables you to quickly access related content. To display a list of detailed time entries specific to each timecard, click an individual timecard.
To create a new time entry, click New.
Expense Entry Component
The PSA Expense Entry Lightning component enables you to submit expenses against assignments and milestones associated with projects.
To create a new expense entry, click New.