Managing Configuration

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.

Note: Note
If you are using the Log a Timecard - New UI, some settings such as those in the Timecard configuration groupA collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature. are duplicated in the custom settings. For the Time Entry page, use custom settings only. The settings that you must use will depend on your organization.

Custom Settings

Some PSA configuration is contained in custom settings.

Configuration Groups

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.

Configuration Options

Configuration Values

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.

Related Concepts

Administrator Guide

Custom Columns Overview

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

Setting up the Application

Related Tasks

Amending Configuration Values

Configuring Custom Columns

Setting up Assignments

Customizing Billing Event Items

Setting up Services Forecasting

Setting up Planners

Setting up Projects

Configuring Bottom Up Planning

Setting up Timecards

Reference

Configuration Settings

PSA Administration

Actuals Settings

Assignment Settings

Backlog Settings

Billing Settings

Budget Settings

Business Record Settings

Calculate Schedule Backlog Settings

Common Settings

Change Request Settings

Currency Settings

Est vs Actuals Settings

Expense Settings

Feature Users Settings

Forecast Settings

Forecasts Settings

Hierarchy Settings

Milestone Settings

Miscellaneous Adjustment Settings

Missing Timecard Generation Settings

Opportunity Add Resource Requests From Template Settings

Permission Control Settings

Classic Planner Settings

Project Configuration Group Options and Custom Settings

Project Versioning Global Settings

Classic Resource Planner Settings

Resource Replacement Settings

Resource Request Settings

Resource Settings

Security Settings

Self-Assignment Settings

Skills Settings

Staffer Settings

Task Management Settings

Timecard Settings

Transaction Follow Rules Settings

Trigger Settings

Utilization Settings

Vendor Invoice Settings

Work Queue Manager Settings

Managing Advanced Settings

Project Task Gantt Settings and Preferences

Mass Link Project Task Assignment Settings

ERP PSA Messaging Settings

ERP HCM Messaging Settings

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