Configuration Settings

You can configure FinancialForce Professional Services Automation using settings in the Configuration Groups. See Managing Configuration.

Some aspects of FinancialForce Professional Services Automation are controlled by custom settings. From Setup, click Develop | Custom Settings. You must be signed in with system administrator permissions to change these settings.

See the Salesforce Help for information on how to maintain custom settings.

Related Concepts

Administrator Guide

Custom Columns Overview

Managing Configuration

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

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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