Scheduling Backlog Calculations

You can schedule a backlog calculation from the PSA Administration page, which you open from App Launcher. For more information, see Backlog Calculations Overview and PSA Administration.

You can schedule backlog calculations for a resource or an organization to run automatically at a particular time or frequency in the future for a region, practice, or group.

To calculate backlog immediately for a resource or an organization, see Calculating Backlog.

To schedule a backlog calculation:

  1. On the PSA Administration page, click PSA Scheduled Actions | Schedule Backlog Calculation. The Schedule Backlog Calculation window opens.
  2. Select Region, Practice, or Group.
  3. Search for and select the region, practice or group that you want to schedule backlog for.
  4. Click Next.
  5. Complete the following fields:
    • Backlog Calculation Name
    • Start Date
    • Time Period Types
  6. [Optional] Complete the remaining fields as described in Backlog Calculation Fields.
  7. Click Next.
  8. Set the Schedule for weekly or monthly calculations. For more information, see Schedule.
  9. Click Schedule. The scheduled backlog calculation is queued.
  10. [Optional] Verify the queued scheduled backlog calculation job in Scheduled Jobs.

To schedule a backlog calculation:

  1. From a region, practice or group, click Calculate Backlog. The Calculate Backlog page opens.
  2. As a minimum, enter the name and start date for the calculation. For details of other fields, see Backlog Calculation Fields.
  3. Set the Schedule for weekly or monthly calculations.
  4. Click Schedule. The calculation is queued.