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
Setting up Accounts and Opportunities
Managing Profiles, Security and Sharing
About Time Periods, Work Calendars and Holidays
Reference Materials