Setting up PSA Mobile Timecards

To use PSA Mobile Timecards you need:

Access to a Salesforce organization with FinancialForce PSA Winter '13 or later installed, licensed and fully configured.
An iPhone, iPod touch, or iPad running iOS 4 or above, or an Android phone with Android version 4.x.

Users with an iPhone must download the app from iTunes. Users with an Android phone must download the app from Google play.

Notes

We recommend that you wait until you have successfully entered timecards using the standard web interface before you use PSA Mobile Timecards.

To use PSA Mobile Timecards, each PSA user must have the IsResource and IsResourceActive checkboxes selected on their contact record. See "Resource Fields" for more information.

If you're an administrator and want users to be able to post on the Chatter feed on the project, you may need to turn on the Chatter feed on the project object.

The fields displayed in PSA Mobile Timecards depend on the configuration options your Administrator has chosen in PSA.

If you have an earlier version of PSA Mobile Timecards installed on your , you must uninstall it and install the latest version.

Ensure that the Session Timeout on your Salesforce organization is set to an appropriate value. See the "Setting Session Security" topic in the Salesforce Help for further information.

Several PSA settings determine whether certain fields appear in PSA Mobile Timecards and the behavior of those fields. Depending on the value set in the "Timecard Entry UI Switch" custom setting, you can use the settings in the Timecards configuration group or the Timecard Entry UI Personal and Timecard Entry UI Global Settings custom settings to determine whether certain fields appear and how they behave.

Note

If you change the values of these settings, the behavior of timecards in PSA will also change.

Billable Timecards

The billable field behaves in the same way as in PSA. You can configure the behavior of the billable field. For further information, see the Timecard Settings topic in the PSA Help see "Timecard Settings".

Displaying Timecard Fields

Depending on the value set in the "Timecard Entry UI Switch" custom setting, you can use these settings in the Timecards configuration group or Timecard Entry UI Personal custom setting to control the fields that appear in PSA Mobile Timecards:

Depending on the value set in the "Timecard Entry UI Switch" custom setting, you can use these settings in the Timecards configuration group or Timecard Entry UI Global Settings custom setting to control where the items come from in the Project, Methodology and Location drop-down lists:

Note

If PSA is configured to display project location, project methodology or project phase records, those records are only listed when the Start Date and End Date fields contain a valid date and today's date falls within those dates.

Additional Fields

You can use the Aditional Fields setting to display additional timecard fields in the PSA Mobile Timecards app interface. You can also display custom fields that you have created on the Timecard object. PSA Mobile Timecards can display custom fields of the following Salesforce data types:

Boolean
Currency
Date
DateTime
Double
Email
Multipicklist
Percent
Phone
Picklist
String

Depending on the value set in the Timecard Entry UI Switch custom setting, you must use the Additional Fields setting in the Timecards configuration group or Timecard Entry UI Personal custom setting to display additional fields. The behavior of additional fields in PSA Mobile Timecards depends on the field-level security that is set on the field:

Field-level Security	Selected?	Behavior of Field in PSA Mobile Timecards
Edit	False	Field is read-only in an existing timecard.
Edit	True	The value is editable.
Read / Visible	False	Field is not shown in the new timecard details and existing timecard record details regardless of whether field-level security Edit or Create is applied.
Read / Visible	True	Field is visible, but the value is only editable if Edit field-level security is applied.
Create	False	Field is hidden when entering a new timecard.
Create	True	Field is editable when entering a new timecard. If Edit field-level security is not applied, the value is only editable when entering a new timecard. The value is not editable after saving the timecard.

Customizing the App using Custom Labels

You can customize some of the labels used for the fields that appear in PSA Mobile Timecards by adding a Local Translation / Override to these custom labels:

timecard_entry_label_phase
timecard_entry_label_methodology
timecard_entry_label_milestone
timecard_entry_label_weekly_notes
timecard_entry_label_billing
timecard_entry_label_etc
timecard_entry_label_location.

For information about adding Local Translation / Overrides to custom labels, see the Salesforce Help.

Note

When you add Local Translation / Overrides for the preceding custom labels in PSA Mobile Timecards, this also changes the label of the field in PSA itself.

Zero Hour Timecards

Depending on the value set in the Timecard Entry UI Switch custom setting, you can use the Save Timecard with Zero Hours setting in the Timecard configuration group or Timecard Entry UI Global Settings custom setting to control whether PSA Mobile Timecards allows users to save timecards with zero hours.

Note

You cannot view timecards with zero hours in PSA Mobile Timecards. You can view timecards with zero hours in PSA.

Concept Information

Setting up PSA Mobile Apps

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