Project Locations, Methodologies, and Phases Overview
Clicking the Project Locations, Project Methodologies or Project Phases tab displays the home page for that object.
More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
- From the list, you can click any name to go directly to its detail.
- Click New to create a new record.
| Recent Choice | Description | |
|---|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. | |
| Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. | |
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
Project Locations
In PSA, you can associate a project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. with several locations and specify the dates to which the locations apply. Depending on the configuration that your administrator has set, you can then select a location for each day in the details section of a timecard A mechanism for logging time against a project or an assignment.. You can also set a location for the whole week depending on the options that your administrator has set.
When you create a project from a template, you can copy the locations associated with your template project to the new project.
A project location is active on a timecard when both of these conditions are true:
- the project location has no Start Date or its Start Date is prior to, or is within the Timecard Start and End Dates.
- the project location has no End Date or its End Date is after, or within the Timecard Start and End Dates.
Depending on configuration, the locations listed are generated from the project location records associated with the project or the default drop-down list associated with the Project Location field on the timecard object.
Depending on the configuration your administrator has set, you can copy the location from a previous week's timecard.
Project Methodologies
In PSA, you can associate a project with several project methodology records. If you have the permissions to do so, you can specify the dates to which the project methodology records apply. If your administrator has configured PSA to do so, you can select a methodology for each line on a timecard. Depending on configuration, the methodologies listed are generated from the project methodology records associated with the project or the default drop-down list associated with the Project Methodology field on the timecard object.
Project Phases
In PSA, you can associate a project with several project phase records. If you have the permissions to do so, you can specify the dates to which the project phase records apply. If your administrator has configured PSA to do so, you can select a project phase on each timecard line. Depending on configuration, the phases listed are generated from the project phase records associated with the project or the default drop-down list associated with the Project Phase field on the project.