New Features and Enhancements in PSA Summer 2022

The following new features have been introduced in the Summer 2022 release of PSA.

Lightning Experience

For Summer 2022, we have built on the PSA Lightning components and actions that we previously introduced.

Project Manager Work Planner

We have enhanced the following Lightning component.

Name	Description	Further Information
PSA Project Manager Work Planner	We have added the following: A Grid that enables you to view and edit the number of scheduled hours a resource is due to work each day on the corresponding assignment or resource request. The Grid also indicates when a resource is over-allocated. A button menu that enables you to switch between the original Scheduler and the Grid. A combobox that enables you to switch between grouping by project and grouping by resource on the Scheduler and the Grid.	Using the Project Manager Work Planner   Project Manager Work Planner Lightning Component Buttons and Fields

Services Billing

We have enhanced the following tab to enable you to generate billing events for a single account or project, in addition to the mass billing events generation functions.

Name	Description	Further Information
Projects Awaiting Billing tab	We have added the following buttons: Generate Account Billing Generate Project Billing	Projects Awaiting Billing Tab

Project Creation

Creating a Project from an Opportunity

When creating a project from an opportunity, you can:

• Select the milestones from opportunity products that are relevant for your project.
• Edit the details of the selected milestones from opportunity products. The columns displayed are controlled by the field set configured in the Milestone Opp Product (Tmpl) Editable field in the Create Project Personal custom setting.
• Link milestones with the opportunity products they were created from using the new Opportunity Product field on the Milestone object.

For more information, see:

• Creating a Project from an Existing Project or a Template
• Creating a Project from an Opportunity
• Create Project Personal Custom Setting
• Milestone Fields

Including Resource Skill Requests

When creating a project from an existing project or template or from an opportunity, resource skill request data is displayed in a new Skills and Certifications column in the following sections on the Related Records page:

• Resource Requests
• Resource Requests from Opportunity

If required, you can use the Hide Resource Request Skills setting configured in the Create Project Personal custom setting to hide the Skills and Certifications column on the Related Records page.

For more information, see:

• Creating a Project from an Existing Project or a Template
• Creating a Project from an Opportunity
• Create Project Personal Custom Setting

Behavior of Formula Fields

In the following circumstances, columns containing formula fields are no longer editable, even if controlled by an editable field set configured in the Create Project Personal custom setting:

• When using the Lightning component called PSA Actions: Project Creation to create a project from an existing project or template, or from an opportunity.
• When using Lightning actions to add assignments, milestones, and resource requests to an existing project from a template.

For more information, see:

• Creating a Project from an Existing Project or a Template
• Creating a Project from an Opportunity
• Adding Assignments from a Template
• Adding Milestones from a Template
• Adding Resource Requests from a Template

Viewing Search Results on the Select a Starting Point Window

The projects and project templates returned by your search are displayed in cards by default on the Select a Starting Point window when you are:

• Creating a project from an opportunity, an existing project, or a template
• Adding assignments, milestones, project tasks, and resource requests to a project from a template

The cards help you to select the best project or template as they include information from the project Notes field and also indicate the number of relevant records available to be added.

If you prefer to view the projects and templates returned by the search in list format, a new button menu on the Select a Starting Point window enables you to switch easily between the Card view and the List view.

For more information, see:

• Creating a Project from an Existing Project or a Template
• Creating a Project from an Opportunity
• Adding Assignments from a Template
• Adding Milestones from a Template
• Adding Project Tasks from a Template
• Adding Resource Requests from a Template

Using Custom Actions to Add Related Records to a Project from an Existing Project or Template

You can use custom actions, also known as invocable methods, in Salesforce Flow Builder to add records that are on a project or project template to an existing project. The custom actions are within the following Apex classes:

• ActionAddAssignmentsFromTemplates
• ActionAddMilestonesFromTemplates
• ActionAddTasksFromTemplates
• ActionAddResourceRequestsFromTemplates

For more information, see the following:

• Custom Actions
• "Flows" in the Salesforce Help

Project Manager Work Planner

The Project Manager Work Planner contains a new Grid view that:

• Lists assignments and resource requests grouped by resource or project.
• Enables you to view the number of hours a resource is scheduled to work each day. If you have been assigned the PSA - Work Planner permission set, you can update the hours per day on assignments and resource requests to make sure resources carry out the right amount of work at the right time.
• Uses a resource's work calendar to:
  • Highlight if the resource is over-allocated: is displayed in the cell next to the hourly value or, if grouping by resource, is displayed in the cell containing the summary value for the day.
  • Indicate non-working days and holidays: the relevant cell is shaded in gray.

The and buttons in the new button menu allow you to switch between the original Scheduler view and the new Grid view.

The way you switch between grouping by project or by resource on the Project Manager Work Planner has changed: you can now select Project or Resource in the toolbar.

For more information, see:

• Setting up the Project Manager Work Planner Lightning Component
• Using the Project Manager Work Planner
• Project Manager Work Planner Lightning Component Buttons and Fields

Gantt

Viewing Gantt from the Project Record

There are no new features in this release for viewing Gantt from the project record. If you are upgrading to PSA Summer 2022, check the Upgrading guide for details of items added in this release.

For more information, see the Upgrading Guide.

Applying Standard Filter Pattern and Toolbar Component

We have enhanced the consistency of the user experience across PSA pages by implementing:

• The standard filter pattern.
• A standard toolbar component.

Auto-Assign

We have added the following fields to display whether an assignment has been created using the Auto-Assign feature, and to capture the processing status of resource requests:

Name	Description	Further Information
Source	Indicates how the assignment was created.	Assignment Field Sets
Processing Stage	Indicates the current processing stage of the resource request.	Resource Request Fields

The following points now apply:

• You must also have the AutoAssignController class assigned to your user profile to view the Enable auto-assign checkbox when creating resource requests.
• You can use Intelligent Staffing with the auto-assign feature and can select whether to use Intelligent Staffing when automatically assigning resources to resource requests, providing the necessary custom setting is enabled on your user profile.
• Sub-RPGs are now considered matches when staffing resource requests using Auto-Assign.
• Messaging for the outcome of actions taken in Auto-assign has been transitioned into Salesforce notifications.

For more information, contact your administrator, and see Creating Resource Requests .

Skills Management

To make the skills selection and management easier we have enhanced the Skills Selection section UI for better understanding and user experience and added the following functionality:

• A new Enable Desirable Skills field has been added in the Skills Management custom setting. This field allows you to mark skills as essential or desirable when creating, filtering, managing, and updating resource skill requests. For more information, see Skills Management Settings.
• The following permission sets have been updated to include essential and desirable skills:
  • PSA - Staff Resource Requests
  • PSA - Manage Resource Requests for Project
  • PSA - Manage Resource Requests for an Opportunity
  • PSA - Match and Assign Resources with Optimizer
• The scoring logic is updated to calculate the rank depending on the essential and desirable skills. The scores used to determine the rank of the resources consider the essential and desirable skills in the resource request for score calculation. For more information, see Intelligent Staffing for a Resource Request.

To mark the skills as essential and desirable, an administrator must select the Enable Desirable Skills in the Skills Management custom setting.

For more information, see:

• Managing Resource Skill Requests on Resource Requests
• Creating Resource Requests
• Skills Management Settings
• Setting up the Manage Skills and Certifications Lightning Component
• Using the PSA Resource Filter Lightning Component

Estimation at Summary Tasks Level

We have provided the functionality for estimations at the summary tasks level by adding new fields to the Project Task object.

Currently, estimates are rolled up from the child-level tasks to the summary tasks. Now you can use the following fields to override the rolled-up estimates and add estimates directly to the summary tasks:

• Override Estimated Hours - overrides the Estimated Hours rolled up from the child tasks to the summary task.
• Override Points - overrides the Points rolled up from the child tasks to the summary task.
• Override Points Complete - overrides Points Complete rolled up from the child tasks to the summary task.

By overriding the estimations directly at the summary level you may lose the rolled-up value which is coming from the child tasks. To preserve those values we have provided the following fields:

• Estimated Hours Rollup
• Points Rollup
• Points Complete Rollup

These fields are added to the Project Task object. To use these fields for the Project Task Gantt, you need to add them to the following field sets:

• Gantt Editable Custom Columns
• Gantt Read Only Custom Columns

For more information, see Estimating Hours at Summary Tasks Level.

Resourcing

The following changes have been made to the Resource Grid on the Resource Requests Lightning page:

• A Margin field has been added to the Resource Grid. This field is displayed as a percentage and allows you to view the financial impact of selecting one resource over another, for the most cost-efficient resourcing decision. The margin calculation takes into account the prospective resource’s billing rate currency when this differs from the requested or suggested bill rate currency of the resource request.
• An Unassign button has been added to the Resource Grid on the Resource Lightning page. This allows you to unassign a resource from a resource request, which has the effect of deleting the assignment and reverting the resource request back to the Draft status. The related schedule information is also deleted, as well as any estimates versus actuals records.
• The Pin and Unpin buttons have been replaced by buttons showing and .
• Sub regions, practices and groups of the RPG specified are now considered matches when the parent RPG is a match. This is reflected in the matched resources, and on the Contact Card.
• Sub-RPGs are also now considered matches when staffing resource requests using the Auto-Assign functionality.

For more information, see:

• Using the Resourcing Lightning Component

Resource Scheduling

When you click Resource Schedule on a resource request record, the Resource Schedule displays. We have made the following enhancements to improve your experience:

• If you adjust the column widths, your changes are retained when you click on the Resource Schedule or refresh your browser page.
• An Unassign button has been added to the Resource Schedule. This allows you to unassign a resource from a resource request, which has the effect of deleting the assignment and reverting the resource request back to the Draft status. The related schedule information is also deleted, as well as any estimates versus actuals records.
• The Pin and Unpin buttons have been replaced by buttons showing and .
• An Availability column is displayed.

For more information, see Using the Resource Schedule.

Resource Details

You can now view the resource details in the Resource Optimizer and Work Planner by clicking the new Resource Detail button icon . The following changes have been made to the Resource Optimizer Lightning Component Properties:

• Show Contact Card Popup has been deprecated.
• Contact Card Popup: Field Set for Resource Requests is renamed to Contact Card: Field Set for Resource Requests.
• Contact Card Popup: Field Set for Assignments is renamed to Contact Card: Field Set for Assignments.

For more information, see:

• Using Resource Optimizer
• Resource Optimizer Lightning Component Properties
• Using the Project Manager Work Planner

Resource Optimizer

The following changes have been made to the Resource Optimizer:

• A heat map is no longer displayed while the Resource Optimizer matches resources to resource requests. This is to make the experience more consistent with other process indicators.
• You can now hold resources against resource requests.
• We have enhanced the filters available on the Resource Optimizer filter panel component. You can now apply these additional filters:
  • Practice
  • Group
  • Role
• Sub regions, practices, and groups of the RPG specified are now considered matches in Resource Optimizer, for both resources and resource requests when the parent RPG is a match. This is reflected in the matched resources, and on the Contact Card.
• A section allowing you to amend the weightings has been added to the Settings in Resource Optimizer. This section allows you to decide how strictly Resource Optimizer matches resources to your resource requests, based upon the individual weightings of your matching criteria. The weightings range from 1 (Suggested) to 4 (Essential).

For more information on the Resource Optimizer, see Using Resource Optimizer.

For more information see Resource Optimizer for Resource Requests.

Revenue Forecasting

If you are using the "% Complete" recognition method, you can use the following in your revenue forecast calculations for projects and milestones:

• If you no longer want to include scheduled hours in time periods that are closed for forecasting in your revenue forecast calculations, you can select Exclude Scheduled Hrs in Closed Periods .
• If the total number of scheduled and actual hours on projects and milestones exceeds the value in the field specified in Total Hours Field on Project, the new Use Sched and Actual Hrs for % Complete setting enables you to configure PSA to use the total scheduled and actual hours as the denominator to calculate the value in the % Hours Completed for Recognition field, instead of the value in the field specified in Total Hours Field on Project. This is useful if you do not regularly update the planned or estimated hours values.

If you are using the "Deliverable" recognition method and do not want the Actual Date or Target Date fields on a milestone record to determine the month in which completed or scheduled milestone revenue is placed, you can configure the Custom Date for Deliverable Milestones field on the active revenue forecast setup record so that a custom field determines the month instead.

Tip:

If you want the field to update automatically each month, you can use a custom formula field that contains a date.

For more information, see:

• Setting up Forecasting
• Revenue Forecast Setup Fields
• % Complete Recognition Method
• Deliverable Recognition Method

Self-Nomination

From this release onwards, self-nominated candidates appear directly below any assigned, held, or pinned resources in the Resource Grid on the Resource Request page after held and pinned priority order in the resource list. Self-nominated candidates appear with a status of "Interested".

To view self-nominated candidates in the resource list, both the Candidates Can Self-Nominate for Work field on the Work Opportunities Hub custom setting and the Allow Candidates to Self-Nominate checkbox on the resource request record must be selected. Without these settings enabled, the Candidate Type column is not visible on the resource list.

For more information, see:

• Resourcing Lightning Component Overview
• Managing Self-Nominations for Work Opportunities

Services Billing

We have enhanced the services billing tabs so that you can now:

• Generate billing events for single accounts and projects from the Projects Awaiting Billing tab.
• Control the visibility of success and failure email notifications from the billing processes when using any services billing tab.

Generating Billing Events for Single Accounts and Projects

We have added the Generate Account Billing and Generate Project Billing buttons to the Projects Awaiting Billing tab, which enable you to generate billing events for single accounts and projects. There is no longer the need to generate billing events from a specific account or project record page.

For more information, see:

• Generating Billing Events
• Projects Awaiting Billing Tab
• Generating Billing Events for an Account
• Generating Billing Events for a Project

Email Notifications for Billing Event Generation Mass Processes

You can now control whether email notifications are sent for the success and failure of the billing event processes on all services billing tabs. To support this, we have added the Billing custom setting that contains the following fields:

• Send Success Email
• Send Failure Email

By default, the failure emails are sent, but success emails are not. The custom setting fields apply to the following billing event mass processes:

• Generate
• Recalculate
• Release
• Combine
• Revert
• Invoice

For more information, see:

• Billing Settings
• Services Billing Tabs Settings

Third-Party HCM Absence Request to Create PSA Assignments

In previous releases, absence request assignments were added to the project specified in the Absence Request Project custom field. In this release, to manage the large number of assignments, you can create multiple absence request projects on a frequency of monthly, quarterly, or yearly.

To create the multiple projects, you enter a project ID into the Absence Request Project custom field, and then specify the frequency of their creation. The new projects use the project in the Absence Request Project custom field as a template.

Following custom setting fields have been added to Assignment API Settings:

• Absence Request Project Frequency
• Auto-Create Absence Request Project

For more information, see:

• Setting up Third-Party HCM to PSA Assignment Integration
• Third-Party Integrations with PSA
• Foundations PSA Messaging Settings

Time Entry

For Time Entry, we have made the following enhancements:

• We have introduced the PSA Timer component as an additional way for you to log time spent on assignments. You can add this component to pages where you want to keep better track of time spent on assignments, and sync these timer sessions to timecards in the Time Entry component by using Enable Timecard Sync.
• We have added the Disable Hours in Timecard Copy field to Timecard Entry UI Global Settings. When selected, users are able to hide the hours and task hours when copying timecards from the previous week. The hours on the timecard and any task times default to zero on the copied timecard.
• The Save button on the Time Entry component now uses the timecard_entry_button_label_save custom label, which is also used in the Time Entry page. This enables you to add a translation override in Setup, enabling you to customize the label displayed on the Save button.

For more information, see:

• Using the PSA Timer Component .
• Timecard Settings
• Entering Time Against Project Tasks
• Using Timecards

Time Entry for Summary Tasks

We have added a new field Allow Time Entry for Summary Task in the Timecard Entry UI Global custom setting. Depending on the time entry page, selecting this field enables you to log time against summary tasks.

For more information, see:

• Entering Time Against Project Tasks
• Timecard Settings
• Setting up Timecards

PSA Analytics Apps, Dashboards, and Datasets

From Summer 2022, two PSA Analytics apps are available for use:

• PSA Core Analytics
• PSA Advanced Analytics

These new apps replace the single PSA Analytics app used to create dashboards and datasets in previous releases.

We recommend upgrading to this release if you have a large number of users in your org who require view access to dashboards but do not need to view or edit their underlying datasets in Analytics Studio. For more information see New Features and Enhancements in PSA AnalyticsSummer 2022 in the Business Analytics Help.

Updating Future Time on Schedules

The batch version of updating future time on schedules has been replaced with the new ScheduleFutureTimeUpdateAsync job. The asynchronous job is implemented based on the queueables.

The ScheduleFutureTimeUpdateBatch class in your orgs is now updated to only run the queueable based version which internally invokes the ScheduleFutureTimeUpdateAsync job.

We recommend that you use the ScheduleFutureTimeUpdateAsync job class to schedule jobs instead of the ScheduleFutureTimeUpdateBatch class as it might be deprecated in the future versions of PSA.

PSA Apps for Desktop

We have created the following desktop PSA apps to provide solutions to all your role-specific needs:

• Project Management: Manage your project's assignments, milestones, tasks, issues, and more.
• Services Delivery: Manage your project time, expenses, tasks, assignments, and a weekly summary view of your workload.
• Resource Management: Manage your project resources, skills, capacity, and utilization.
• Services Forecasting: Manage revenue forecasts and revenue forecast versions.
• Services Billing: Manage billing event generation, release, and invoicing for eligible business records.

These apps contain the relevant tabs and workspaces as the landing page for you to manage all your tasks in one place. To access these apps from App Launcher you must have the existing workspace permission sets assigned.

For more information, see:

• Project Management Desktop App
• Services Billing Desktop App
• Services Delivery Desktop App
• Services Forecasting Desktop App
• Resource Management Desktop App

Mobile Workspaces

You can now manage the Project Management, Services Delivery, and Resource Management workspaces from a mobile phone using the Salesforce mobile app. To do so, select the relevant workspace from the navigation menu in the Salesforce mobile app.

For more information, see:

• Setting up Workspaces in Mobile
• Customizing Mobile Workspaces

Services CPQ

If you are using Services CPQ and have upgraded to October 2022, the Estimate Product Instance field is added to the Project Source object in PSA. This enables you to view the estimate product instances that were included when a project is created from an estimate. For more information, see Project Source Fields

Fixes

Fixes are now listed on the Known Issues page of the FinancialForce Community. You can access this page from the Release Hub menu. For a brief description of the issues that have been fixed in this version of PSA, see the related section of the Known Issues page.