PSA Features by Release

Features added to PSA by release.

Features, tasks, and topics introduced to PSA by release. Where is the version when introduced.

Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020

Winter 2021

Spring 2021

Fall 2021

Spring 2022

Summer 2022

Winter 2023
Actuals Display Project Actuals in Alternate Currencies ProjectConversionCurrencies                                
Assign Multiple Resources to Projects Assign multiple resources to a project. Update scheduling strategies for assignments Assigning Multiple Resources to Projects                                
Default RPG fields from project in the Filter Options section To assign multiple resources to a project:                                
Assignments Create Assignments in Planners Creating Assignments                                
Calculate Future Scheduled Hours Calculating Future Scheduled Hours                                
Roles Copied when Generating Assignments from Project Tasks Creating Assignments from Project Tasks                                
Enhanced Assignment Name Creation Process Assignment Settings                                
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023
Billing Customize Columns and Filters on Project and Account Billing Billing Settings                                
Project Billing Redesign (Lightning) Pilot Generating Billing Events for a Project                                
Project Billing Redesign (Lightning) Generating Billing Events for a Project                                
Billing Events Concurrent generation of billing events Billing Event Generation Tab                                
Concurrent release of billing events                                
Automatically Cap Project Billing Tracking Projects Against a Billing Cap                                
Concurrent Generation and Release of Billing Events Billing Event Generation Tab                                
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023

Task-Based Resourcing

(Bottom-Up Planning)

 Divide Resource Requests by Custom Attributes pta_fieldset_to_split _resource_request                                
Divide Resource Requests by Gap Creating Resource Requests from Project Tasks                                
Generate Assignments and Held Resource Requests Creating Assignments from Project Tasks
Creating Resource Requests from Project Tasks 		                               
Edit Assignments or Resource Requests before generating from Project Task Assignments  Creating Resource Requests from Project Tasks

Generate Resource Requests, Held Resource Requests or Assignments from Project Tasks Fields

Creating Assignments from Project Tasks

                               
General change of terminology to Task-Based Resourcing across topics Many topics                                
Improved Calculations and Reporting of Project Task Actual Hours Task Management Settings

Project Task Fields

PSA Administration

                               
Improved Scheduling When Project Tasks Are Changed

Configuring Task-Based Resourcing

Task Management Settings

Task-Based Resourcing Overview

Creating Resource Requests from Project Tasks

Creating Assignments from Project Tasks

                               
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023
Customer Engagement Link projects to engagement records Engagements                                
Desktop Apps View information specific to individual business roles. PSA Desktop Apps Overview                                
External Calendars Integration with PSA (Pilot) Create events in external calendars to keep a check on the Project Task Assignments and Assignments. Setting up the External Calendars                                
Foundations Integration with Foundations Foundations Integration                                
Create a PSA Resource from a Third-Party HCM Application

Third-Party Integrations with PSA

Setting up Third-Party HCM to PSA Resource Integration

                               

Create a PSA Assignment from a Third-Party HCM Application

Third-Party Integrations with PSA

Setting up Third-Party HCM to PSA Assignment Integration

                               
Create Billing Documents for Billing Events Billing Events Integration Overview                                
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023
Estimates Versus Actuals Generate Estimates Versus Actuals for Held Resource Requests Estimates Versus Actuals                                
Stamp the Project Currency Exchange Rate Value on EVAs Project Currency Exchange Rate                                
Expenses Create and submit expenses incurred on projects for approval Expense Reports                                
Replacement of File Type for Notes and Attachments Editing Expenses and Attaching and Combining Receipts                                
Feature Console Activate specific features, and keep up-to-date with the latest PSA version.  Feature Console                                
Forecasting Billing Forecasting Billing Forecasting Overview                              
Revenue Forecasting Revenue Forecasting Overview                                
Scheduling Revenue Forecasts Scheduling Revenue Forecasts                                
Scheduling Revenue Forecast Versions Scheduling Revenue Forecast Versions                                
Reviewing Revenue Forecast Versions Reviewing Revenue Forecast Versions                                
Adjusting Revenue Forecast Versions Adjusting and Locking a Revenue Forecast Version                                
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023
Gantt Gantt overview Gantt Overview                                
Milestone integration Using Milestones in Gantt                                
Points fields column logic Field Relationships for Gantt Columns                                
Time Zone view Using Time Zones in Gantt                                
Critical path Using Critical Path in Gantt                                
Resolve dependencies Resolve Dependencies                                
Adjust tasks based on project start date Gantt Preferences                                
Custom settings Configuring Gantt Custom Settings                              
Usability improvements Gantt Buttons, Controls, and Fields                                
Task Editor                                
Automatic reload on save Gantt Preferences                                
Default for new installs Gantt Setup and Security                                
Project row and task visibility in View mode Assigning Gantt Permissions and Controlling Sharing Access                                
View project tasks in Gantt format from the project record without opening Gantt

Setting up the Project Gantt Lightning Component

Viewing Gantt from a Project Record

                               
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023
Integration Hub Integration Hub Connector: Concur - PSA Integration Hub Connector: Concur - PSA                                
Integration Hub Connector: Jira - PSA Integration Hub Connector: Jira - PSA                                
Intelligent Staffing Use Intelligent Staffing to staff a resource request Intelligent Staffing for a Resource Request                                
Weighting Custom Filters and Worked With Customer Filter Resource Search Service Settings                                
Prioritizing Attributes Used to Rank Resources Resource Search Service Settings                                
Lightning Actions

Update Resource Requests

 Updating Resource Requests                                
Assign Resource To Project Assigning Multiple Resources to Projects                                
Generate Billing Events Generating Billing Events for a Project                                
Add Project Tasks from Template Adding Project Tasks from a Template                                
Create Project Creating a Project from an Existing Project or a Template

Creating a Project from an Opportunity

                               
Create Version Creating Project Versions and Baselines                                
Compare Version Comparing Project Versions                                
Delete Version Deleting Project Versions                                
Calculate Utilization Calculating Utilization                                
Calculate Time Variance Generating a Time Variance Calculation                                
Calculate Backlog Calculating Backlog                                
Revert Billing Reverting Billing                                
Recalculate Billing Recalculating Billing Events                                
Zero Schedule Assignments and Schedules Overview                                
Cascade Delete Cascade Deleting a Category                                
Assign Multiple Resources to Project Assigning Multiple Resources to Projects                                
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023
Lightning App Pages PSA Administration PSA Administration                                
Lightning Components PSA Resourcing Using the Resourcing Lightning Component                                
PSA Resource Filter Using the PSA Resource Filter Lightning Component                                
Staff Resource Requests in a Lightning Page Lightning Resource Request Components Overview                                
PSA Time Entry Using the Time Entry Lightning Component                                
PSA Line Manager Work Planner Work Planners Overview                                
PSA Link Assignment to Milestones Linking Assignments to Milestones                                
PSA Link Assignment to Project Methodologies Linking Assignments to Project Methodologies                                
PSA Link Assignment to Project Phases Linking Assignments to Project Phases                                
PSA Link Milestone to Assignments Linking Milestones to Assignments                                
PSA Link Project Phase to Assignments Linking Project Phases to Assignments                                
PSA Link Project Methodology to Assignments Linking Project Methodologies to Assignments                                
PSA Edit Assignment Schedule Editing and Rescheduling Assignment Schedules                                
PSA Link Rate Card Set To Rate Cards Linking Rate Card Sets to Rate Cards                                
PSA Contact Card Contact Card Lightning Component Overview                                
PSA Manage Skills and Certifications Setting up the Manage Skills and Certifications Lightning Component                                
PSA Mass Approval

Approving and Rejecting Multiple Expense Reports

Approving and Rejecting Multiple Timecards 		                               
PSA My Weekly Summary My Weekly Summary                                
PSA Resource Work Planner Work Planners Overview                                
PSA Resource Self-Nomination

Setting up the Work Opportunities Hub

Managing Self-Nominations for Work Opportunities 		                                 
PSA Resource Schedule Resource Schedule Overview                                
PSA Expense Entry Using the Expense Entry Lightning Component                                
PSA Project Gantt Viewing Gantt from a Project Record                                
PSA Project Manager Work Planner Work Planners Overview                                
PSA Project Team Schedule Project Team Schedule Overview                                
PSA Records: Projects Awaiting Billing Projects Awaiting Billing Tab                                
PSA Records: Billing Events Awaiting Release Billing Events Awaiting Release Tab                                
PSA Records: Billing Events Awaiting Invoicing Billing Events Awaiting Invoicing Tab                                
PSA Records: Billing Events Awaiting Invoicing Invoiced Billing Events Tab                                
PSA Summaries: Billing Events Awaiting Release Billing Events Awaiting Release Tab                                
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023
Milestones Stamp the Project Currency Exchange Rate Value on Milestones Project Currency Exchange Rate                                
Mobile Expenses in the Salesforce Mobile App Configure Mobile Expenses Configuring Mobile Expenses in the Salesforce Mobile App                                
Mobile Workspaces Configure Workspaces in Mobile Setting up Workspaces in Mobile                                
Opportunities Discounts on Rate Cards Rate Card Percentage Discount

Rate Card Discount Limit

                               
Create a Project from an Opportunity Creating a Project from an Opportunity                                
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023
Projects Create a Project from a Template About Project Templates                                
Create a Project from an Existing Project or a Template Creating a Project from an Existing Project or a Template                                
Create a Project from an Opportunity Creating a Project from an Opportunity                                
Project Variance Viewing Project Variance                                
Generate Assignments and Resource Requests for Tasks with Zero Estimated Hours Creating Assignments from Project Tasks

Configuring Task-Based Resourcing

                               
Copy Risks From Project Templates

Creating a Project from a Template

Copying Information from a Project Template

Risks

                               
Add Services Opportunity Products as Milestones

Copying from Project Template Fields

Create Project from Template Fields

                               
Services Products in Opportunity Cost and Revenue Summary Custom Opportunity Fields                                
Track Projects Against a Billing Cap Adding Project Tracking to the Project Detail Layout

Tracking Projects Against a Billing Cap

                               
Field Set Support for Milestones from Opportunity Products Project Configuration Group Options and Custom Settings                                
Add Assignments from Template Adding Assignments from a Template                                
Add Milestones from Template (Lightning) Adding Milestones from a Template                                
Add Tasks from Template - Schedule to a target end date Adding Project Tasks from a Template                                
Add Resource Requests from Template (Lightning) Adding Resource Requests from a Template                                
Add Records to a Project from an Existing Project or Project Template Adding Records from a Template                                
Manage Project Staffing from PTAs in Lightning - Resource requests Creating Resource Requests from Project Tasks                                
Starting and Completing Multiple Project Tasks Starting or Completing Multiple Project Tasks

Project Task Fields

                               
Assignments Summary and Unfilled Resource Requests Reports Viewing Reports                                
Viewing Gantt from a Project Record

Setting up the Project Gantt Lightning Component

Viewing Gantt from a Project Record

                               
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023
Project Versioning and Baselines Project Versioning and Baselines Project Versioning and Baselines                                
Project Task Gantt Alert Indicators in Project Task Gantt Alerts - Task dates - Milestone

Alerts - Task dates - Project

Alerts - Task dates - PTA dates

Alerts - Task hours - PTA hours

                               
Apply Dependency Rules About Task Dependency Relationships and Lag                                
Custom Columns Custom Columns Overview

Configuring Custom Columns

                               
Set Custom Preferences in Project Task Gantt Project Task Gantt Custom Preferences                                
Display Project Task Assignments in Project Task Gantt Project Task Gantt Overview                                
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023
Resource and Project Planners Create Assignments in Planners Creating Assignments                                
Display Resource Availability in Resource Planner Resource Availability                                
Set Custom Preferences in Planners Resource and Project Planners Custom Preferences                                
Customizable Tooltips in Planners Customizing Tooltips in the Resource and Project Planners                                
Multiple Skill Filter Support in Planner Filters Filtering Resources or Projects                                
Rapid Edit of Schedules in Planners Rapid Edit Overview

Editing in the Timeline

                               
Configure Thresholds in the Resource Planner Summary Bar Resource Summary Color Code                                
View Resources in Planners Searching for Resources                                
Color Coding Customizing Colors in the Resource and Project Planners                                
Additional Icons Added to Planners Timeline Icons                                
Create and save multiple groups of filters Managing Saved Filters                                
Load Resource Planner to Show Only Active Resources Accessing Planners                                
Filter Tab in Preferences Page Resource and Project Planners Custom Preferences                                
Filter on Skill Sets Skill Sets                                
Load, preview, and Create Assignments from Resource Requests

Loading Resource Requests into the Resource Planner

Previewing and Creating Assignments When Viewing Resource Requests

Previewing a Resource Request as an Assignment

                               
Pin and Unpin Multiple Resources or Projects Pinning and Unpinning Resources or Projects                                
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023
Resource Optimizer Match resources to multiple requests on a project. Resource Optimizer for Resource Requests                                
Resource Requests Use resource requests to ask for resources before the start of a project Resource Requests Overview                                
Skill Sets Creating Resource Requests                                
Add Multiple Skills to Resource Requests Using Skill Sets Managing Resource Skill Requests on Resource Requests                                
Comparing Resources Comparing Resources                                
Pinning Resources Pinning Resources                                
Auto-Assign Creating Resource Requests                                
Risks and Issues Issues Issues                                
Risks Risks                                
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023
Services Billing

Projects Awaiting Billing tab

 Projects Awaiting Billing Tab                                
Billing Events Awaiting Release tab Billing Events Awaiting Release Tab                                
Billing Events Awaiting Invoicing tab Billing Events Awaiting Invoicing Tab                                
Invoiced Billing Events tab Invoiced Billing Events Tab                                
Scheduling billing event generation Projects Awaiting Billing Tab                                
Custom field sets Customizing Columns and Filters for Services Billing Tabs                                
Viewing and reverting billing event items Billing Events Awaiting Release Tab                                
Time period filter Projects Awaiting Billing Tab                                
Combining billing events Billing Events Awaiting Release Tab                                
Account Billing for single accounts Projects Awaiting Billing Tab                                
Project Billing for single projects Projects Awaiting Billing Tab                                
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023
Shield Platform Encryption FinancialForce PSA support for Salesforce's Shield Platform Encryption feature Shield Platform Encryption                                
Contact Name field encrypted Encrypted Contact Name                                
Account Name field encrypted Encrypted Account Name                                
Shift Management Shift Management Shift Management                                
Copy Team Schedules Copying a Team Schedule                                
Swap Shifts Swapping Team Schedules                                
Skills, Certifications, and Experience Category Levels Category                                
Skill Sets Skill Sets Overview                                
Manage Skills, Certifications, and Experience Managing Skills, Certifications, and Experience for Resources                                
Mass Manage Skills and Certifications Mass Managing Skills and Certifications for Resources                                
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023
Slack Integration Integrate PSA With Slack

Overview of the PSA Slack Integration

Configuring the PSA Slack Integration

                               
Timecards Group Timecards to Approve Approving and Rejecting Timecards Overview                                
Limit to Task Based on Milestone Restrict Task Based On Milestone                                
Maximum and Minimum Hours

Maximum Resource Hours Per Week

Minimum Resource Hours Per Week

                               
Send Timecards to a Third-Party Payroll or HCM Application

PSA Timecard to Payroll Integration

Setting up PSA Timecard to Payroll Integration

                               
Time Entry

Setting up Timecards

Accessing a Timecard Entry Page

                               
Submit Selected Timecards Submitting Timecards for Approval                                
Copy Tasks with Timecards from Previous Week

Copy Tasks From Previous Week

Copy Task Hours From Previous Week

                               
Timer Component Using the Timer Component                                
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023
Work Opportunities Hub Work Opportunities Hub Overview Work Opportunities Hub Overview                                
Setting up the Work Opportunities Hub Setting up the Work Opportunities Hub                                
Managing Self-Nominations for Work Opportunities Managing Self-Nominations for Work Opportunities                                
Expressing Interest in Upcoming Work Opportunities Expressing Interest in Upcoming Work Opportunities                                
Work Planners

Line Manager Work Planner

Work Planners Overview

Setting up Work Planners

Using Work Planners

                               
Project Manager Work Planner                                
Resource Work Planner                                
Work Planner (for Resource Managers)                                  
Workspaces Project Management Workspace Project Management Workspace Overview                                
Resource Management Workspace Resource Management Workspace Overview                                
Services Revenue Forecasting Workspace Services Revenue Forecasting Workspace Overview                                
Services Delivery Workspace Services Delivery Workspace Overview                                
Services Billing Workspace Services Billing Workspace Overview                                
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023
Utilization Analytics Utilization Analytics Overview of Utilization Analytics                                
Utilization Calculations Filter Unheld Resource Requests from Utilization Custom Filters for Unheld RR Utilization                                
Delete Utilization Detail and Utilization Summary Child Records in Batch Utilization Settings Utilization Calculation Fields
                                
Exclude Data in RPGs and Sub-RPGs, Assignments, and Resource Requests from Utilization Calculations Utilization Calculations Overview                                
Exclude Specific Timecards From Utilization Calculations Exclude from Utilization