Setting up Accounts and Opportunities Setting up Accounts and Opportunities Creating Resource Requests Creating a New Project Creating a Milestone Assignments and Schedules Entering Multiple Expenses Creating and Submitting Timecards Approving and Rejecting Multiple Timecards Approving and Rejecting Multiple Expense Reports Generating and Processing Billing Events Project Actuals Closed Project Fields

What can I do in PSA?

Professional Services Cloud

The following diagram shows a basic example of a way in which PSA can be used. Click a box on the diagram to display a corresponding topic. For information about the way in which PSA components fit together, see PSA Overview.

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