Module 1: Introduction
- PSA Structure and its major functions
- PSA Objects and their associated function
- Review of PSA Development Best Practices
- Don’t try to change what PSA does
- Don’t try to automate something that PSA already does
Module 2: Functional Overview
- Operational End-to-End
- Project Creation
- Project Setup
- Assignments
- Resource Forecasting
- Milestone Management
- Billing Events & Invoicing
- KPIs and Reporting
- Utilization
- Backlog
- Reports
Module 3: Maintaining PSA (PS Enterprise) Licenses
- Activating PSA licenses
- Deactivating PSA Licenses
- Managing additional licensed features
- Managing site licenses
Module 4: Changing PSA Configuration Groups, Options, and Values
- Managing configuration groups, options, and values
- Managing PSA custom settings
Module 5: Maintain RPGs, Time Periods, Work Calendars, and Holiday
- Creating and managing RPG hierarchy
- Maintaining & updating holiday schedules
- Maintaining & updating time periods
Module 6: Managing PSA Resources
- Resource field descriptions
- Permission controls
- Managing Resource Roles
- Adding new PSA Resources
- Deactivating PSA Resources
- Maintaining Skills and Certifications
Module 7: Global Project Setup and Maintenance
- Creating Global Projects
- Managing Global Project attributes
Module 8: Managing Missing Timecards, Backlog, and Utilization
- Calculate, Schedule, & generate Missing Timecard records
- Generate Backlog records
- Refine the utilization processing strategy
Module 9: Maintain Workflows, Email Notifications, Approval Processes, and Actuals
- Configuring and managing workflows and approval processes
- Managing automated and manual actuals processing
- PSA Actuals
- Other Scheduled Jobs
- Configuring Person Data: Users, Contacts / Resources,
- Permission Controls, Profiles, Permission Sets, Roles,
- Queues, Groups, and Sharing
Module 10: Extending PSA
- Best Practices for writing
- Apex Unit Tests
- Validation Rules
- Workflows
- Salesforce Flows
- Introduction to FinancialForce ClickLink
- Introduction to Declarative Lookup Rollup Summaries (DLRS)
- Understanding controls on
- Timecards and Expenses
- Billing Events
- Deployment
- Data
- Metadata
Module 11: Troubleshooting
- Technical Limits
- SOQL query limits
- Object limits and the expense object
- Security Issues
- Email related
- Features using Future Calls
- Assignment Rollups
- Milestone Rollups
- Estimates vs Actuals
- Salesforce Limits & Business Data
- Billing event Generation and Enterprise Billing
- Diagnostic aids
- Apex Jobs
- Debug logging