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Customizing Page Layouts

The Salesforce Help topic "Customizing Page Layouts" describes how to customize your standard Salesforce and custom page layouts to include custom sections, fields, buttons and related lists. We recommend that you use the enhanced page layout editor for this task.

The FinancialForce PSA managed package includes the following predefined custom page layouts:

• Log a Timecard - Classic
• Log a Timecard - New UI
• Time Entry
• Project Planner
• Project Planner (PM)
• Resource Planner
• Self-Assignment and Staffer

Customizing Objects

To customize an object:

1. From Setup, click Customize.
2. Click the tab you want to customize in the Customize section. Objects to customize include:
   • Contact
   • Opportunity
   • Account
   • Project
   • Billing Event, Billing Event Batch, and Billing Event Item
   • Region/Practice/Group
   • Backlog
   • Schedule

Customizing the Contacts Object

To customize the contacts object, save the Contact Layout as Resource Layout and customize the Resource layout.

You can customize the Contacts object with the following general purpose fields:

You can customize the Contacts object with Current Time Period Fields. Add these fields to a separate section.

You can customize the Contacts object with the following actuals fields. Add these fields to a separate section.

You can customize the Contacts object with the following utilization field. Add this field to a separate section in the layout.

You can add the following buttons on the custom detail page:

• Calculate Utilization
• Resource Planner

You can add the following related lists to the Contacts tab:

• Assignments (add custom list button Assign Multiple Projects)
• Backlog Calculations
• Billing Events (Billing Contact)
• Est Vs Actuals (Project Manager)
• Est Vs Actuals
• Expense Reports
• Expenses
• Permission Controls
• Project Task Assignments
• Resource Actuals (power user layouts only) (hide New button)
• Resource Changes (power user layouts only)
• Resource Requests
• Skill and Certification Ratings
• Timecard Splits
• Timecards
• Utilization Calculations (power user layouts only) (hide New button)
• Utilization Details (power user layouts only) (hide New button)
• Vendor Invoice Items

Customizing the Opportunity Layout

You can customize the Opportunity object with the following general purpose fields:

Field	API Name
Group	pse__Group__c
Is Change Request	pse__Is_Change_Request__c
IsParentOpportunityServices	pse__IsParentOpportunityServices__c
Is Services Opportunity	pse__Is_Services_Opportunity__c
Parent Opportunity	pse__Parent_Opportunity__c
Practice	pse__Practice__c
Pre-Billed Amount Currency(16, 2)	pse__Pre_Billed_Amount__c Note: Note Do not add the identically-named field below.
[OBSOLETE] Pre-Billed Amount Currency(18, 0)	pse__PreBilledAmount__c Note: Note This field is deprecated. If you are installing FinancialForce PSA for the first time, do not include this field in the layout.
Primary Project	pse__Primary_Project__c
Region	pse__Region__c
Services Attached % From Products	pse__Services_Attached_Percent_From_Products__c
Services Attached From Products	pse__Services_Attached_From_Products__c

You can add the following related lists to the Opportunities object:

• Projects. Add custom list buttons: Create Project, Create Project From Template, and Project Planner. Remove the New button.
• Resource Requests. Add custom list buttons: Request Resources and Add Resource Requests From Template. Remove the New button.
• Budgets.
• Forecast Details

Customizing the Account Layout

On the Accounts object you can add the following related lists:

• Billing Event Batches (power user layouts only). Hide the New button.
• Budget Headers.
• Budgets.
• Miscellaneous Adjustments
• Projects. Add custom list buttons: Create Project and Create Project From Template.
• Rate Cards (power user layouts only).
• Vendor Invoices.
• Vendor Milestones.

You can also add the Create Change Request button to the page layout; however, this is normally excluded by default.

Customizing the Home Page Layout

Note:

Note

If your organization has switched to the Salesforce Lightning Experience, the PSE Links sidebar no longer displays.  You must assign PSA tabs for users or profiles to display PSA tabs in the Lightning Experience App Launcher. For more information, see the "App Launcher" discussion in Salesforce documentation.

The PSE Links home page component contains links to pages within PSA that allow you to carry out key actions, such as logging timecards, creating projects from templates or approving multiple expenses. You can add the PSE Links component to the home page. You can define which links you want to show in PSE Links. You can define the order of the links.

Users cannot access these links by clicking the plus icon (+) to view all available tabs, so it's important that you add the component to the common home page layout. For more information about customizing the home page, see the "Design Home Page Layouts" topic in the Salesforce Help.

To add the PSE Links component to the home page layout:

1. From Setup click Customize | Home | Home Page Layouts.
2. Click the name of the home page layout that you want to edit.
3. Click Edit.
4. Select the PSE Links checkbox in the Select Narrow Components to Show section.
5. Click Next.
6. Define the order of the components and click Save.

To create a custom PSE Links component:

1. From Setup, click Customize | Home | Home Page Components.
2. In Home Page Components, under Custom Components, click New | Next.
3. Type a name for the new custom component.
4. Select the Links Type radio button and click Next.
5. Use Add and Remove to move links to the Custom Links to Show section.
6. Define the order of the links in Custom Links to show using Up and Down.
7. Click Save.
8. Add the new custom component to your chosen home page layouts.
9. [Optional] Remove the default PSE Links component from your chosen home page layout.

Customizing the Project Layout

If you want to display actuals in a currency converted from the project currency, you can add the following related list:

• Project Actuals Converted. Remove the New button

For more information, see Displaying Project Actuals in Alternate Currencies.

If you want to display billing event calculations, you can add the following related list:

• Billing Event Calculation. Remove the New button

If you offer the ability to take versions of projects, to create a static data capture of project data, you can add the following button to the Project layout:

• New Project Version

You can then add the following related list:

• Managed Versions. Remove the New button. Add the New Project Version and Compare Version buttons.

If you want to add forecast details, you can add the following related list:

• Forecast Details

Adding the Project Variance Section

If you want to use the Project Variance section, you can add it to your Project layout.

To add the Project Variance section:

1. On the Project object, click Edit Layout.
2. Click Project Layout | Fields.
3. Drag the Section field to where you want it to display on your project layout.
4. In the Section Properties popup, enter a name in the Section Name field, for example, Project Variance, and select the 1-Column radio button in the Layout section.
5. Click OK.
6. Select Project Layout | Visualforce pages and drag ProjectVariance onto your new section.
7. Click Save.

Customizing Billing Event, Billing Event Batch, and Billing Event Item Layouts

If you want to display billing event calculations, you can customize the Billing Event, Billing Event Batch, and Billing Event Item layouts with the following field:

Customizing the Region/Practice/Group Layout

If you display billing event calculations, you can add the following related list:

• Billing Event Calculation. Remove the New button

If you display forecast summaries, you can add the following related list:

• Forecast Summaries

Customizing the Backlog Layout

If you convert your backlog details into your company's currencies, you can add the following related list:

• Backlog Detail Converted

Customizing the Schedule Layout

If you display Future Scheduled Hours, you can customize the Schedule layout with the following fields:

Customizing the Forecast Curve Layout

If you use forecast curve calculations, add the following related list to the Forecast Curve page layout:

• Forecast Curve Detail

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