PSA Features by Release
Features added to PSA by release.
- Actuals
- Assign Multiple Resources to Projects
- Assignments
- Billing
- Billing Events
- Task-Based Resourcing
- Customer Engagement
- Desktop Apps
- Estimates Versus Actuals
- Expenses
- External Calendars Integration with PSA (Pilot)
- Feature Console
- Forecasting
- Foundations
- Gantt
- Intelligent Staffing
- Lightning Actions
- Lightning App Pages
- Lightning Components
- Milestones
- Mobile Expenses in the Salesforce Mobile App
- Mobile Workspaces
- Opportunities
- Projects
- Project Task Gantt
- Project Versioning and Baselines
- Resource and Project Planners
- Resource Optimizer
- Resource Requests
- Risks and Issues
- Services Billing
- Shield Platform Encryption
- Shift Management
- Skills, Certifications, and Experience
- Timecards
- Work Opportunities Hub
- Work Planners
- Workspaces
- Utilization Analytics
- Utilization Calculations
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 |
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Actuals | Display Project Actuals in Alternate Currencies | ProjectConversionCurrencies |
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Assign Multiple Resources to Projects | Assign multiple resources to a project. Update scheduling strategies for assignments | Assigning Multiple Resources to Projects |
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Default RPG fields from project in the Filter Options section | To assign multiple resources to a project: |
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Assignments | Create Assignments in Planners | Creating Assignments |
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Calculate Future Scheduled Hours | Calculating Future Scheduled Hours |
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Roles Copied when Generating Assignments from Project Tasks | Creating Assignments from Project Tasks |
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Enhanced Assignment Name Creation Process | Assignment Settings |
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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 |
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Project Billing Redesign (Lightning) Pilot | Generating Billing Events for a Project |
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Project Billing Redesign (Lightning) | Generating Billing Events for a Project |
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Billing Events | Concurrent generation of billing events | Billing Event Generation Tab |
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Concurrent release of billing events |
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Automatically Cap Project Billing | Tracking Projects Against a Billing Cap |
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Concurrent Generation and Release of Billing Events | Billing Event Generation Tab |
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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 |
(Bottom-Up Planning) |
Divide Resource Requests by Custom Attributes | pta_fieldset_to_split _resource_request |
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Divide Resource Requests by Gap | Creating Resource Requests from Project Tasks |
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Generate Assignments and Held Resource Requests | Creating Assignments from Project Tasks
Creating Resource Requests from Project Tasks |
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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 |
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General change of terminology to Task-Based Resourcing across topics | Many topics |
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Improved Calculations and Reporting of Project Task Actual Hours | Task Management Settings |
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Improved Scheduling When Project Tasks Are Changed |
Configuring Task-Based Resourcing Task-Based Resourcing Overview |
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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 |
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Desktop Apps | View information specific to individual business roles. | PSA Desktop Apps Overview |
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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 |
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Foundations | Integration with Foundations | Foundations Integration |
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Create a PSA Resource from a Third-Party HCM Application |
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Create a PSA Assignment from a Third-Party HCM Application |
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Create Billing Documents for Billing Events | Billing Events Integration Overview |
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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 |
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Stamp the Project Currency Exchange Rate Value on EVAs | Project Currency Exchange Rate |
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Expenses | Create and submit expenses incurred on projects for approval | Expense Reports |
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Replacement of File Type for Notes and Attachments | Editing Expenses and Attaching and Combining Receipts |
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Feature Console | Activate specific features, and keep up-to-date with the latest PSA version. | Feature Console |
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Forecasting | Billing Forecasting | Billing Forecasting Overview |
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Revenue Forecasting | Revenue Forecasting Overview |
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Scheduling Revenue Forecasts | Scheduling Revenue Forecasts |
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Scheduling Revenue Forecast Versions | Scheduling Revenue Forecast Versions |
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Reviewing Revenue Forecast Versions | Reviewing Revenue Forecast Versions |
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Adjusting Revenue Forecast Versions | Adjusting and Locking a Revenue Forecast Version |
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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 |
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Milestone integration | Using Milestones in Gantt |
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Points fields column logic | Field Relationships for Gantt Columns |
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Time Zone view | Using Time Zones in Gantt |
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Critical path | Using Critical Path in Gantt |
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Resolve dependencies | Resolve Dependencies |
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Adjust tasks based on project start date | Gantt Preferences |
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Custom settings | Configuring Gantt Custom Settings |
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Usability improvements | Gantt Buttons, Controls, and Fields |
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Task Editor |
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Automatic reload on save | Gantt Preferences |
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Default for new installs | Gantt Setup and Security |
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Project row and task visibility in View mode | Assigning Gantt Permissions and Controlling Sharing Access |
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View project tasks in Gantt format from the project record without opening Gantt |
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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 |
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Integration Hub Connector: Jira - PSA | Integration Hub Connector: Jira - PSA |
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Intelligent Staffing | Use Intelligent Staffing to staff a resource request | Intelligent Staffing for a Resource Request |
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Weighting Custom Filters and Worked With Customer Filter | Resource Search Service Settings |
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Prioritizing Attributes Used to Rank Resources | Resource Search Service Settings |
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Lightning Actions |
Update Resource Requests |
Updating Resource Requests |
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Assign Resource To Project | Assigning Multiple Resources to Projects |
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Generate Billing Events | Generating Billing Events for a Project |
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Add Project Tasks from Template | Adding Project Tasks from a Template |
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Create Project | Creating a Project from an Existing Project or a Template |
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Create Version | Creating Project Versions and Baselines |
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Compare Version | Comparing Project Versions |
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Delete Version | Deleting Project Versions |
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Calculate Utilization | Calculating Utilization |
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Calculate Time Variance | Generating a Time Variance Calculation |
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Calculate Backlog | Calculating Backlog |
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Revert Billing | Reverting Billing |
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Recalculate Billing | Recalculating Billing Events |
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Zero Schedule | Assignments and Schedules Overview |
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Cascade Delete | Cascade Deleting a Category |
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Assign Multiple Resources to Project | Assigning Multiple Resources to Projects |
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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 |
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Lightning Components | PSA Resourcing | Using the Resourcing Lightning Component |
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PSA Resource Filter | Using the PSA Resource Filter Lightning Component |
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Staff Resource Requests in a Lightning Page | Lightning Resource Request Components Overview |
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PSA Time Entry | Using the Time Entry Lightning Component |
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PSA Line Manager Work Planner | Work Planners Overview |
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PSA Link Assignment to Milestones | Linking Assignments to Milestones |
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PSA Link Assignment to Project Methodologies | Linking Assignments to Project Methodologies |
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PSA Link Assignment to Project Phases | Linking Assignments to Project Phases |
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PSA Link Milestone to Assignments | Linking Milestones to Assignments |
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PSA Link Project Phase to Assignments | Linking Project Phases to Assignments |
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PSA Link Project Methodology to Assignments | Linking Project Methodologies to Assignments |
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PSA Edit Assignment Schedule | Editing and Rescheduling Assignment Schedules |
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PSA Link Rate Card Set To Rate Cards | Linking Rate Card Sets to Rate Cards |
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PSA Contact Card | Contact Card Lightning Component Overview |
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PSA Manage Skills and Certifications | Setting up the Manage Skills and Certifications Lightning Component |
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PSA Mass Approval |
Approving and Rejecting Multiple Expense Reports Approving and Rejecting Multiple Timecards |
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PSA My Weekly Summary | My Weekly Summary |
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PSA Resource Work Planner | Work Planners Overview |
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PSA Resource Self-Nomination |
Setting up the Work Opportunities Hub Managing Self-Nominations for Work Opportunities |
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PSA Resource Schedule | Resource Schedule Overview |
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PSA Expense Entry | Using the Expense Entry Lightning Component |
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PSA Project Gantt | Viewing Gantt from a Project Record |
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PSA Project Manager Work Planner | Work Planners Overview |
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PSA Project Team Schedule | Project Team Schedule Overview |
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PSA Records: Projects Awaiting Billing | Projects Awaiting Billing Tab |
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PSA Records: Billing Events Awaiting Release | Billing Events Awaiting Release Tab |
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PSA Records: Billing Events Awaiting Invoicing | Billing Events Awaiting Invoicing Tab |
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PSA Records: Billing Events Awaiting Invoicing | Invoiced Billing Events Tab |
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PSA Summaries: Billing Events Awaiting Release | Billing Events Awaiting Release Tab |
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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 |
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Mobile Expenses in the Salesforce Mobile App | Configure Mobile Expenses | Configuring Mobile Expenses in the Salesforce Mobile App |
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Mobile Workspaces | Configure Workspaces in Mobile | Setting up Workspaces in Mobile |
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Opportunities | Discounts on Rate Cards | Rate Card Percentage Discount |
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Create a Project from an Opportunity | Creating a Project from an Opportunity |
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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 |
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Create a Project from an Existing Project or a Template | Creating a Project from an Existing Project or a Template |
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Create a Project from an Opportunity | Creating a Project from an Opportunity |
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Project Variance | Viewing Project Variance |
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Generate Assignments and Resource Requests for Tasks with Zero Estimated Hours | Creating Assignments from Project Tasks |
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Copy Risks From Project Templates |
Creating a Project from a Template |
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Add Services Opportunity Products as Milestones |
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Services Products in Opportunity Cost and Revenue Summary | Custom Opportunity Fields |
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Track Projects Against a Billing Cap | Adding Project Tracking to the Project Detail Layout |
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Field Set Support for Milestones from Opportunity Products | Project Configuration Group Options and Custom Settings |
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Add Assignments from Template | Adding Assignments from a Template |
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Add Milestones from Template (Lightning) | Adding Milestones from a Template |
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Add Tasks from Template - Schedule to a target end date | Adding Project Tasks from a Template |
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Add Resource Requests from Template (Lightning) | Adding Resource Requests from a Template |
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Add Records to a Project from an Existing Project or Project Template | Adding Records from a Template |
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Manage Project Staffing from PTAs in Lightning - Resource requests | Creating Resource Requests from Project Tasks |
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Starting and Completing Multiple Project Tasks | Starting or Completing Multiple Project Tasks |
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Assignments Summary and Unfilled Resource Requests Reports | Viewing Reports |
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Viewing Gantt from a Project Record |
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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 |
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Project Task Gantt | Alert Indicators in Project Task Gantt | Alerts - Task dates - Milestone |
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Apply Dependency Rules | About Task Dependency Relationships and Lag |
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Custom Columns | Custom Columns Overview |
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Set Custom Preferences in Project Task Gantt | Project Task Gantt Custom Preferences |
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Display Project Task Assignments in Project Task Gantt | Project Task Gantt Overview |
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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 |
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Display Resource Availability in Resource Planner | Resource Availability |
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Set Custom Preferences in Planners | Resource and Project Planners Custom Preferences |
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Customizable Tooltips in Planners | Customizing Tooltips in the Resource and Project Planners |
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Multiple Skill Filter Support in Planner Filters | Filtering Resources or Projects |
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Rapid Edit of Schedules in Planners | Rapid Edit Overview |
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Configure Thresholds in the Resource Planner Summary Bar | Resource Summary Color Code |
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View Resources in Planners | Searching for Resources |
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Color Coding | Customizing Colors in the Resource and Project Planners |
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Additional Icons Added to Planners | Timeline Icons |
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Create and save multiple groups of filters | Managing Saved Filters |
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Load Resource Planner to Show Only Active Resources | Accessing Planners |
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Filter Tab in Preferences Page | Resource and Project Planners Custom Preferences |
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Filter on Skill Sets | Skill Sets |
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Load, preview, and Create Assignments from Resource Requests |
Loading Resource Requests into the Resource Planner Previewing and Creating Assignments When Viewing Resource Requests |
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Pin and Unpin Multiple Resources or Projects | Pinning and Unpinning Resources or Projects |
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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 |
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Resource Requests | Use resource requests to ask for resources before the start of a project | Resource Requests Overview |
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Skill Sets | Creating Resource Requests |
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Add Multiple Skills to Resource Requests Using Skill Sets | Managing Resource Skill Requests on Resource Requests |
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Comparing Resources | Comparing Resources |
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Pinning Resources | Pinning Resources |
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Auto-Assign | Creating Resource Requests |
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Risks and Issues | Issues | Issues |
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Risks | Risks |
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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 |
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Billing Events Awaiting Release tab | Billing Events Awaiting Release Tab |
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Billing Events Awaiting Invoicing tab | Billing Events Awaiting Invoicing Tab |
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Invoiced Billing Events tab | Invoiced Billing Events Tab |
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Scheduling billing event generation | Projects Awaiting Billing Tab |
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Custom field sets | Customizing Columns and Filters for Services Billing Tabs |
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Viewing and reverting billing event items | Billing Events Awaiting Release Tab |
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Time period filter | Projects Awaiting Billing Tab |
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Combining billing events | Billing Events Awaiting Release Tab |
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Account Billing for single accounts | Projects Awaiting Billing Tab |
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Project Billing for single projects | Projects Awaiting Billing Tab |
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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 |
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Contact Name field encrypted | Encrypted Contact Name |
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Account Name field encrypted | Encrypted Account Name |
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Shift Management | Shift Management | Shift Management |
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Copy Team Schedules | Copying a Team Schedule |
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Swap Shifts | Swapping Team Schedules |
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Skills, Certifications, and Experience | Category Levels | Category |
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Skill Sets | Skill Sets Overview |
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Manage Skills, Certifications, and Experience | Managing Skills, Certifications, and Experience for Resources |
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Mass Manage Skills and Certifications | Mass Managing Skills and Certifications for Resources |
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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 |
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Timecards | Group Timecards to Approve | Approving and Rejecting Timecards Overview |
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Limit to Task Based on Milestone | Restrict Task Based On Milestone |
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Maximum and Minimum Hours |
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Send Timecards to a Third-Party Payroll or HCM Application |
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Time Entry |
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Submit Selected Timecards | Submitting Timecards for Approval |
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Copy Tasks with Timecards from Previous Week |
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Timer Component | Using the Timer Component |
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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 |
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Setting up the Work Opportunities Hub | Setting up the Work Opportunities Hub |
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Managing Self-Nominations for Work Opportunities | Managing Self-Nominations for Work Opportunities |
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Expressing Interest in Upcoming Work Opportunities | Expressing Interest in Upcoming Work Opportunities |
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Work Planners |
Line Manager Work Planner |
Setting up Work Planners |
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Project Manager Work Planner |
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Resource Work Planner |
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Workspaces | Project Management Workspace | Project Management Workspace Overview |
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Resource Management Workspace | Resource Management Workspace Overview |
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Services Revenue Forecasting Workspace | Services Revenue Forecasting Workspace Overview |
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Services Delivery Workspace | Services Delivery Workspace Overview |
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Services Billing Workspace | Services Billing Workspace Overview |
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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 |
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Utilization Calculations | Filter Unheld Resource Requests from Utilization | Custom Filters for Unheld RR Utilization |
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Delete Utilization Detail and Utilization Summary Child Records in Batch | Utilization Settings Utilization Calculation Fields |
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Exclude Data in RPGs and Sub-RPGs, Assignments, and Resource Requests from Utilization Calculations | Utilization Calculations Overview |
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Exclude Specific Timecards From Utilization Calculations | Exclude from Utilization |
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