PSA Experience Cloud Site Visualforce Pages
The following Visualforce pages have been enabled for use with your PSA Experience Cloud site. For more information, search for "Visualforce Components" in the Salesforce Help.
Feature Area |
Visualforce Page | Description |
---|---|---|
Assignment | SelfAssignment | Self assignment page that enables resources to assign themselves to a project and choose the work pattern they will do. |
Billing and Invoicing | BillingEvents | Billing event generation page to create billing events. |
BillingEventsInvoice | Invoice billing events page that enables you to update the billing event records with the invoice date and invoice number. | |
BillingEventsRecalcEventDetail | Recalculates the selected billing event. | |
BillingEventsReleaseEventDetail | Releases the selected billing event. | |
BillingEventsSchedule | Schedules Generate Billing Events for a given time. | |
VendorInvoiceHelp | Opens Vendor Invoices overview in the PSA Help. | |
VendorInvoiceItemHelp | Opens Vendor Invoices overview in the PSA Help. | |
VendorInvoiceWizard | Add Invoice Items page. | |
VendorInvoiceWizardConfirm | Enables you to search for un-invoiced items that have been approved for vendor payment. | |
Expenses | EditExpenseReportForward | Used to post groups of expenses against projects. |
ExpenseEntry | Page that enables you to enter multiple expenses for multiple projects. | |
ManageERToApprove | Manage Expense Reports To Approve page that is used by project managers. | |
Gantt | GanttHelp | Opens a PSA Help page that gives an overview of Gantt. |
GanttPrintHelp | Opens a PSA Help page that explains how to print Gantt charts. | |
Mobile Expenses | MobileExpenses | Mobile Expenses in the Salesforce app. |
MobileSubmitMultiExpenses | The Submit button used in Mobile Expenses in the Salesforce app. | |
Project Task Gantt | ProjectTaskGantt | Opens the project in Project Task Gantt. |
ProjectTaskGanttFrame | Blank page. | |
ProjectTaskGanttHelp | Blank page. | |
ProjectTaskGanttRedirect | Opens Project Task Gantt. | |
ProjectTaskHelp | Opens the PSA Help page that gives an overview of Project Task Gantt. | |
Revenue Forecasting | RF_ActionRunHelp | Opens the Running Revenue Forecasts page in the PSA Help. |
Skills Management | SkillsAndCertifications | Page that enables you to view a resource’s skills and certifications. |
Time Entry | PSATimecardEntry | Page that enables you to use timecards to book time against projects. |
These Visualforce pages have been enabled for use in your PSA Experience Cloud site. They enable actions to be performed by clicking a button.
Topic |
Visualforce Page | Button Location |
---|---|---|
Billing and Invoicing | BillingEventsInvoiceDetail | Billing Event object |
BillingEventsReleaseBatch | Billing Event Batch list view | |
BillingEventsReleaseEvent | Billing Event list view | |
VendorInvoiceRecalc | Vendor Invoice list view | |
Gantt Expense Entry | Gantt | Project object |
Project Task Gantt | ProjectTaskStart | Project Task object |
Resource Request | ResourceRequest | Edit button on an existing resource request |
Revenue Forecasting | RF_ProjectActionRun | Project object |
RF_OpportunityActionRun | Opportunity object |