The Salesforce Help topic "Customizing Page Layouts" describes how to customize your standard Salesforce and custom page layouts to include custom sections, fields, buttons and related lists. We recommend that you use the enhanced page layout editor for this task.
The FinancialForce PSA managed package includes the following predefined custom page layouts:
To customize an object:
To customize the contacts object, save the Contact Layout as Resource Layout and use this new layout.
You can customize the Contacts object with the following general purpose fields:
| Field | API Name |
|---|---|
| Default Cost Rate | pse__Default_Cost_Rate__c |
| Default Cost Rate is Daily Rate | pse__Daily_Default_Cost_Rate__c |
| Exclude From Missing Timecards | pse__Exclude_From_Missing_Timecards__c |
| External Resource | pse__External_Resource__c |
| Group | pse__Group__c |
| Is Resource | pse__Is_Resource__c |
| Is Resource Active | pse__Is_Resource_Active__c |
| Last Date | pse__Last_Date__c |
| Practice | pse__Practice__c |
| Region | pse__Region__c |
| Resource Role | pse__Resource_Role__c |
| Salesforce User | pse__Salesforce_User__c |
| Start Date | pse__Start_Date__c |
| Work Calendar | pse__Work_Calendar__c |
You can customize the Contacts object with Current Time Period Fields. Add these fields to a separate section.
| Field | Description |
|---|---|
| Action: Update Current Time Period | pse__Action_Update_Current_Time_Period__c |
| Current Time Period | pse__Current_Time_Period__c |
| Current Time Period End Date | pse__Current_Time_Period_End_Date__c |
You can customize the Contacts object with the following actuals fields. Add these fields to a separate section.
| Field | API Name |
|---|---|
| Billable Hours (External) | pse__Billable_External_Hours__c |
| Billable Hours (Internal) | pse__Billable_Internal_Hours__c |
| Billed | pse__Billed__c |
| Billings | pse__Billings__c |
| Bookings | pse__Bookings__c |
| Credited Hours | pse__Credited_Non_Billable_Internal_Hours__c |
| Excluded Hours | pse__Excluded_Hours__c |
| Exclude from Resource Planner | pse__Exclude_from_Resource_Planner__c |
| Exclude From Time Calculations | pse__Exclude_From_Time_Calculations__c |
| Expense Budget | pse__Expense_Budget__c |
| Expense Costs | pse__Expense_Costs__c |
| External Costs | pse__External_Costs__c |
| Internal Budget | pse__Internal_Budget__c |
| Internal Costs | pse__Internal_Costs__c |
| Invoiced | pse__Invoiced__c |
| Margin | pse__Margin__c |
| Non-Billable Hours (External) | pse__Non_Billable_External_Hours__c |
| Non-Billable Hours (Internal) | pse__Non_Billable_Internal_Hours__c |
| Other Costs | pse__Other_Costs__c |
| Pass-Through Billings | pse__Pass_Through_Billings__c |
| Pre-Billed | pse__Pre_Billed__c |
| Revenue | pse__Revenue__c |
| Total Costs | pse__Total_Costs__c |
You can customize the Contacts object with the following utilization field. Add this field to a separate section in the layout.
| Field | API Name |
|---|---|
| Utilization Target | pse__Utilization_Target__c |
You can customize the Contacts object with the following FinancialForce PSA Core package fields, however these fields are not used under normal circumstances and should normally be excluded from the layout.
| Field | API Name |
|---|---|
| Last Access Date | appirio_core__Last_Access_Date__c |
| Licensed Features | appirio_core__Licensed_Features__c |
| PIN | appirio_core__PIN__c |
You can add the following buttons on the custom detail page:
You can add the following related lists to the Contacts tab:
There are several other page layouts that you can add such as Regions owned.
You can customize the Opportunity object with the following general purpose fields:
| Field | API Name |
|---|---|
| Group | pse__Group__c |
| Is Change Request | pse__Is_Change_Request__c |
| IsParentOpportunityServices | pse__IsParentOpportunityServices__c |
| Is Services Opportunity | pse__Is_Services_Opportunity__c |
| Parent Opportunity | pse__Parent_Opportunity__c |
| Practice | pse__Practice__c |
| Pre-Billed Amount Currency(16, 2) |
pse__Pre_Billed_Amount__c |
| [OBSOLETE] Pre-Billed Amount Currency(18, 0) |
pse__PreBilledAmount__c |
| Primary Project | pse__Primary_Project__c |
| Region | pse__Region__c |
| Services Attached % From Products | pse__Services_Attached_Percent_From_Products__c |
| Services Attached From Products | pse__Services_Attached_From_Products__c |
You can add the following related lists to the Opportunities object:
On the Accounts object you can add the following related lists:
You can also add the Create Change Request button to the page layout; however, this is normally excluded by default.
The PSE Links home page component contains links to pages within PSA that allow you to carry out key actions, such as logging a timecard with task time or approving multiple expenses. Users can't access these links by clicking the plus icon (+) to view all available tabs to you, so it's important that you add the component to the common home page layout.
To add the PSE Links component to the home page layout:
PSE Links checkbox in the Select Narrow Components to Show section.For more information, see the "Designing Home Tab Page Layouts" topic in the Salesforce Help.