Configuration, Groups Options and Values Time Periods, Work Calendars and Holidays Time Periods, Work Calendars and Holidays Time Periods, Work Calendars and Holidays App Logs Actuals Verifier Resource and Project Actuals Recalculating Resource and Project Actuals Skills Management Currencies Skills Management Expense Limits and Rates Currencies Rate Cards Accounts and Opportunities Services Forecasts Home Contacts and Resources Timecards Projects Assignments and Schedules Resource Requests Regions, Practices and Groups Skills Management Expense Reports Vendor Management Missing Timecards Billing Estimates versus Actuals Permission Controls Transaction Deltas PSA Administration tab Missing Timecards

Applications and Tabs

The PSA applications listed in the applications selection box and the tabs within them depend on the options that your administrator has set on the profile to which you have been assigned.

For instance, the PSA applications might be configured like this:

App Purpose
PSA Admin Contains tabs that allow PSA administrators to configure and administer PSA.
PSA Field Contains tabs that allow a user to create, view and edit projects, resource requests, assignments, timecards, expense reports and skills or certifications.
PSA Management Contains the tabs that allow a user to manage PSA.
PSA Operations Contains the tabs for an operations user.

The following diagram shows an example of the tabs that might be listed in each PSA application. If you have the permissions to do so, you can change the tabs that appear in each custom App by clicking + to display the All Tabs page. You can also display a tab that is not listed in a PSA application using the All Tabs + page. See the Salesforce Help for more information.

Click a box on the diagram to display a corresponding topic. To return to this page, click this page in the contents pane or the back button on your browser.

Concept Information

Getting Started

What can I do in PSA?

PSA Overview

Other Resources

About Security

Using the Application

Related Tasks

Entering Data

Logging In

Navigating

Searching the Help

Using FinancialForce Help

Using Lookups

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