FinancialForce PSA uses configuration values to process specific data elements, based on individual customer requirements. A basic set of the configuration values is provided with FinancialForce PSA. If you are an administrator user you can edit these values.
FinancialForce PSA configuration is contained in custom settings and configuration options. Configuration options are organized by, groups, options and values to facilitate easier look-ups and searches. For detailed information about configuration options, see "Configuration Settings".
Some PSA configuration is contained in custom settings.
The Configuration Groups tab contains groups of configuration options that logically represent areas of PSA. Each configuration group has a name, a key, a description and a version. Each group contains several options, and each option houses one or more values.
following attributes:
Each configuration value has an id, a reference back to its configuration option, a sort option, and the value. Depending on the component and its function, you can set the values to configure the application.
Concept Information
Setting up Accounts and Opportunities
Managing Profiles, Security and Sharing
About Time Periods, Work Calendars and Holidays
Related Tasks
Customizing Billing Event Items
Setting up Services Forecasting
Configuring Bottom Up Planning
Reference Materials
Calculate Schedule Backlog Settings
Miscellaneous Adjustment Settings
Missing Timecard Generation Settings
Opportunity Add Resource Requests From Template Settings
Project Configuration Group Options and Custom Settings
Classic Resource Planner Settings
Transaction Follow Rules Settings