Organisational Setup and Installation

Includes: RPG, Work Calendars, Currencies

What are the 4 PSA-related package installations?

1. PS Enterprise

2. PSA Core

3. PSA Reporting Expansion

4. PSA Mobile Expansion

Note: PSA Workspaces package is not installed as default, it must be requested from Certinia

What do Work Calendars define?

The Hours per Day a resource can work, including any Public Holidays

What are the 4 PSA-related package installations?

1. PS Enterprise

2. PSA Core

3. PSA Reporting Expansion

4. PSA Mobile Expansion

Note: PSA Workspaces package is not installed as default, it must be requested from Certinia

What do Work Calendars define?

The Hours per Day a resource can work, including any Public Holidays

Is there is no Work Calendar specified on a Resource, what happens when their Assignment is edited on a Planner?

A default Work Calendar of 40 hours starting on a Sunday is used.

When do Gantts use a 24/7 Work Calendar?

When:

• there is no Work Calendar associated to the Project

• or the Work Calendar has no hours in the day for the day(s) in question

How do you alter the behaviour of the Resource/Project Planner?

The Custom Setting:

• Planner - Project

• Planner - Resource

What is the Feature Console?

Some Certinia upgrades are automatic, but those that may have a high impact are released in to a holding area called the Feature Console (accessed via the App Launcher).

This allows you to control their release, and can test them before they are released in Live.

Some steps are automatic, some manual and some can be skipped.

What are the steps for setting up Workspaces?

1. Contact Certinia and ask for the PSA Workspaces packages to be installed if not already

2. Assign users the relevant Workspace Permission Set (there is a separate PS for each one)

3. Ensure that the user has read access to all the objects displayed

4. Add the Workspace to the desired app.

When implementing PSA, what 5 things must be done before you import Resources?

(in no particular order but 1 MUST be done first)

1. Configure Multi-Currency

2. Set up RPGs

3. Set up Time Periods

4. Set up Work Calendars

5. Actuals = Scheduled

1 - How do you enable PSA to use SF Advanced Multicurrency?

2 - Once this is enabled, what do you need to do?

1 - Go to:

Config. Options → Actuals → Calculation Mode = Scheduled

and

Config. Options → Currencies → Use Dated Exchange Rates [and] SF Advanced Multi-Currencies = TRUE

2 - Set up Exchange Rates in Company Settings

What are the 3 initial actions you must perform after PSA is installed?

1. Review Client Documents (SOW/ACW)

2. Check Org Installation

3. Check Accelerate Build installed

When PSA is installed and you have performed the initial checks, what are the next 4 steps you must perform?

1. Add the Resource Request related list to the Opp and Project (including fields and buttons)

2. Approval Processes for Timecards, Expenses and Budgets

3. Configure the Resource Role Picklist (across 8 objects*)

4. Create flows to automate internal processes

(*Objects: Assignment, Utilisation Summary, Utilisation Calculation, Contact (PSA Resource), Resource Request, Proj Task Assignment, Rate Card, Expense Rate/Limit)

What do Time Periods allow?

Time Periods allow a company to set a date range to report on Planned, Actual, Utilisation and Forecast data.

True/False - In Time Periods you can define a week as shorter than seven days?

True - you may need to do this to get the week to line up with the Month/Year End.

What is the following a definition of:

A security layer controlling individual user permissions to perform specific functions on PSA objects and fields.

Permission Controls