More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
- From the list, you can click any contact name to go directly to its detail.
- Click New to create a new contact.
| Recent Choice | Description | |
|---|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. | |
| Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. | |
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
In FinancialForce Professional Services Automation a resource is a type of contact. Once you have resources in FinancialForce PSA you can carry out many tasks depending on the permissions that your administrator has assigned including:
- Requesting resources for a projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets..
- Assigning resources to a project.
- Completing and approving a timecardA mechanism for logging time against a project or an assignment..
- Generating utilization information.
Resource change records track changes made to the resource's regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., work calendarA calendar that defines the working days, hours and public holidays for a resource, region, practice or group. and utilization target.