Customizing the Project Management Workspace

You can customize your workspace using the Lightning App Builder as follows:

  • Edit the workspace layout to rearrange or swap components on your workspace page.
  • To add the custom alerts and counts on your workspace page, see Customizable Lightning Components Overview.
  • Add the Analytics Total Project Margin (Workspace) dashboard if you want to view project margins based on revenue and cost.

For more information about the Lightning App Builder, see the Salesforce Help

Including the PSA Analytics Dashboard

The Analytics Total Project Margin (Workspace) dashboard is available as a Lightning web component which can be easily added to your workspace. It displays the total project margin for all the projects where you are assigned as a project manager. The total project margin is calculated from the total billed value of all your assigned projects minus the total costs of the projects. You can view your historical data from a year before the cut-off date as well as a prediction of future project margins.

To add the Analytics Total Project Margin (Workspace) dashboard:

  1. Check the following in Analytics:
    1. Ensure the Business Analytics Winter 2023 package is installed on your org.
    2. Follow the steps to configure the PSA Analytics template as described in the “Setting up the PSA Analytics App” section of the Business Analytics Help.
  2. When you have confirmed setup of PSA Analytics, in the Project Management Workspace, click Setup | Edit Page.
  3. Under Lightning Components | Standard, add the Wave Dashboard component to the page.
  4. Select Total Project Margin (Workspace).
  5. Click Save to commit your changes.

For more information about the Lightning App Builder, see the Salesforce Help.