Setting up Projects

FinancialForce PSA can optionally automatically populate the Approver field for selected business recordTimecard Split, Expense, Milestone, Miscellaneous Adjustment or Budget types with the project manager’s name. If your organization has a sharing model, and the approver is not above the user who created the business record in the hierarchy, PSA automatically creates a sharing rule.

When creating a project from a template, you configure which milestoneA fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it. fields appear on the Create Project from Template page.

Concept Information

Administrator Guide

Custom Columns Overview

Managing Configuration

Setting up Accounts and Opportunities

Actuals

App Log

About Contacts and Resources

Currency

Overrides

Permission Controls

Rate Cards

Regions, Practices and Groups

Managing Profiles, Security and Sharing

About Time Periods, Work Calendars and Holidays

Work Queue Manager

Field Sets

Reference Materials

Configuration Settings

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