New Features and Enhancements in PSA Spring 2021

The following new features have been introduced in the Spring 2021 release of FinancialForce PSA.

Lightning Experience

For Spring 2021, we have built on the PSA Lightning components actions that we introduced in the Fall 2020 release for the following objects.

General PSA Lightning Components

The following components are available from App Builder to add to any Lightning record page, the PSA Home page, workspace, and a utility bar. You can also add them to Experience Cloud sites.

Name Type Description Further Information Replaces
PSA Mass Approval PSA Lightning component Approve or reject multiple timecards or expense reports. PSA Lightning Components Overview

Approve Multiple Timecards Visualforce page.

Approve Multiple Expense Reports Visualforce page.
PSA My Weekly Summary PSA Lightning component

A weekly view of the status of all your projects, assignments, and project task assignments.

 My Weekly Summary Lightning component.
PSA Time Entry PSA Lightning component Submit timecards against assignments, milestones, and tasks associated with projects. N/A

The following component is available from App Builder to add to any Lightning App page or the PSA Home page.

Name Type Description Further Information Replaces Pilot
PSA Manage Skills and Certifications

PSA Lightning component

 Enables skill and certification management on resources. Managing Skill and Certification Ratings Skills Matrix tab.  

Assignments

We have added or enhanced the following components on the Assignment record page.

Name Type Description Further Information Replaces Pilot
PSA Actions: Assignment Details

PSA Actions

component

 Contains available actions for the assignment. PSA Lightning Components Overview N/A  
Close Assignment PSA Lightning action

Close an assignment before its scheduled end date.

 Closing an Assignment Close Assignment button on the Assignment Detail page.  
PSA Edit Assignment Schedule PSA Lightning component

Schedule assignments.

Added fields:

  • Schedule Name
  • Project End Date
  • Project Start Date

Updated field names:

  • Start Date to Assignment Start Date
  • End Date to Assignment End Date
 Editing and Rescheduling Assignment Schedules Edit Schedule button on the Assignment page.  

Billing Events

We have added the following actions on the Billing Event record page.

Name Type Description Further Information Replaces Pilot
Release

PSA Lightning action

 Release a single billing event to a finance system. Releasing Billing Events Release button.  
Mark as Invoiced PSA Lightning action

Manually mark a single billing event as invoiced, and optionally to add the invoice date and number for reference on the billing event.

 Marking Billing Events as Invoiced Invoice button.  

Contacts

We have added the following components on the Contact record page.

Name Type Description Further Information Replaces Pilot
PSA Actions: Contact Assignments

PSA Actions

component

 Contains available actions for contact assignments. PSA Lightning Components Overview N/A  
Close Assignments PSA Lightning action Close assignments before their scheduled end date. Closing an Assignment Close Assignments button.  

Opportunities

We have added the following components on the Opportunity record page:

Name Type Description Further Information Replaces Pilot
PSA Actions: Opportunity Financials

PSA Actions

component

 Contains available financial actions for opportunities. PSA Lightning Components Overview N/A  
Apply Rate Card Discount PSA Lightning action Apply a rate card discount to opportunity resource requests that have not been assigned or held. Applying Rate Card Discount Apply Rate Card Discount button.  
PSA Actions: Revenue Forecasting

PSA Actions

component

 Contains available revenue forecasting actions for opportunities. PSA Lightning Components Overview N/A  
Run Revenue Forecast PSA Lightning action To run opportunity revenue forecasts. Running Opportunity Revenue Forecasts

Run Revenue Forecast button on the Opportunity page.

Run Opportunity Revenue Forecast button on the Revenue Forecast related list.

  

Projects

We have added or enhanced the following components to the Project record page:

Name Type Description Further Information Replaces Pilot
PSA Actions: Assignments

PSA Actions

component

 Contains available resource assignment actions for projects. PSA Lightning Components Overview N/A  
Assign Multiple Resources To Project PSA Lightning action Assign multiple resources to a project. Assigning Multiple Resources to Projects Assign Multiple Resources button on the Assignments related list. Yes
Close Assignments PSA Lightning action Close assignments before their scheduled end date. Closing Assignments and Setting Zero-Hour Schedules Close Assignments button on the Assignments related list.  
Recalculate Assignment Schedules PSA Lightning action Recalculate schedules for related assignments on projects when project tasks or project task assignments have been updated. Recalculating Assignment Schedules Reschedule Assignments button on a project's Assignment related list.  
PSA Actions: Project Billing

PSA Actions

component

 Contains available billing actions for projects. PSA Lightning Components Overview N/A  
Generate Billing Events PSA Lightning action Select multiple business records that are eligible for billing to include in a billing event or billing events. Generating Billing Events on a Project Project Billing action.  
PSA Actions: Project Financials

PSA Actions

component

 Contains available financial actions for projects. PSA Lightning Components Overview N/A  
Add Milestones from Template PSA Lightning action Add milestones from one project to another. Adding Milestones from a Template The Milestones from Template tab in the Copy from Template action.  
Apply Rate Card Discount PSA Lightning action Apply a rate card discount to project resource requests that have not been assigned or held. Applying Rate Card Discount Apply Rate Card Discount button.  
Create Change Request PSA Lightning action To raise a change request from the project. Creating a Change Request The Create Change Request button that opens the Visualforce page.  
PSA Actions: Revenue Forecasting

PSA Actions

component

 Contains available revenue forecasting actions for projects. PSA Lightning Components Overview N/A  
Run Revenue Forecast PSA Lightning action To run project revenue forecasts. Running Project Revenue Forecasts

Run Revenue Forecast button on the Project page.

Run Project Revenue Forecast button on the Revenue Forecast related list.

  
PSA Actions: Project Tasks

PSA Actions

component

 Contains available actions for project tasks. PSA Lightning Components Overview N/A  
Add Project Tasks from Template PSA Lightning action Add project tasks and related objects from one project to another, including scheduling a different start or end date for the copied tasks.

Adding Project Tasks from a Template

Add Project Tasks from Template button on the Project Tasks related list.

The Project Tasks tab on the Copy from Template page.

  
Start Tasks PSA Lightning action Select multiple project tasks to be started at the same time. Starting or Completing Multiple Project Tasks Start Tasks button on the Project Task related list.  
Complete Tasks PSA Lightning action Select multiple project tasks to be completed at the same time. Complete Tasks button on the Project Task related list.  
PSA Actions: Resource Requests

PSA Actions

component

 Contains available actions for project tasks. PSA Lightning Components Overview N/A  
Add Resource Requests from Template PSA Lightning action Add resource requests from one project to another. Adding Resource Requests from a Template Add Resource Requests from Template button on the Resource Requests related list on a project. Resource Requests tab on the Copy from Template page. Yes
Recalculate Resource Request Schedules PSA Lightning action Recalculate schedules for related resource requests on a project when project tasks or project task assignments have been updated. Recalculating Resource Request Schedules Reschedule Resource Requests button on the Resource Request related list.  
PSA Actions: Task-Based Resourcing

PSA Actions

component

 Contains available actions for project tasks. PSA Lightning Components Overview N/A  
Create Resource Requests from Project Tasks PSA Lightning action Create resource requests from project task assignments, including grouping resource requests by custom criteria. Generating Resource Requests from Project Tasks Generate Resource Requests button on the Project Task related list.  
Mass Link Project Task Assignments PSA Lightning action Link multiple project task assignments to a resource request or an assignment, or both. Mass Linking Project Task Assignments Mass Link Project Task Assignments button on a project's Project Task related list.  

PSA Administration

We have added the following components to the PSA Administration Actions component on the PSA Administration page.

Name Type Description Further Information Replaces Pilot
Schedule Backlog Calculation

PSA Lightning action

 Schedule a Backlog Calculation for a region, practice, or group.

PSA Administration

Backlog Calculations Overview

Scheduling Backlog Calculations

Scheduling a Backlog Calculation using the Calculate Backlog button on the Region, Practice, and Group page layouts, and the Backlog Calculation object.  
Schedule Missing Timecard Calculation PSA Lightning action Schedule Missing Timecard calculation for a region, practice, or group.

PSA Administration

Missing Timecards

Calculating Missing Timecards

Scheduling a Missing Timecard Calculation using the Calculate Missing Timecard button on the Region, Practice, and Group page layouts, and the Schedule Missing Timecard button on the Missing Timecards object.  
Schedule Time Variance Calculation PSA Lightning action Schedule Time Variance calculation for a region, practice, or group.

PSA Administration

Generating a Time Variance Calculation

 

 Scheduling Time Variance Calculation using the Calculate Time Variance button on the Region, Practice, and Group page layouts.  

Rate Card Sets

We have added the following component to the Rate Card Set record page.

Name Type Description Further Information Replaces Pilot
PSA Link Rate Card Set To Rate Cards

PSA Lightning component

 Enables linking and unlinking between a rate card set and rate cards.

Linking Rate Card Sets to Rate Cards

N/A  

Regions, Practices, and Groups

We have added the following component on the Region, Practice, and Group record pages.

Name Type Description Further Information Replaces Pilot
Calculate Missing Timecards

PSA Lightning action

 Calculate missing timecards for a region, practice, or group.

Calculating Missing Timecards

Calculate Missing Timecards button.  

Resource Requests

We have added or enhanced the following components on the Resource Request record page.

Name Type Description Further Information Replaces Pilot
PSA Actions: Resource Request Details

PSA Actions

component

 Contains available actions for resource request details. PSA Lightning Components Overview N/A  
Manage Resource Request Set PSALightning action Manage an existing resource request set. Managing Resource Request Sets    
PSA Contact Card PSALightning component View resource information. Contact Card Lightning Component Overview The Skills tab from Manage Schedule in the Resourcing component. Skills filtered in the Resource Filter are now displayed on the PSA Contact Card component.  

Skill/Certifications

We have added the following Lightning action to the Skill/Certification record page.

Name Type Description Further Information Replaces Pilot
Cascade Delete

PSA Lightning action

 Delete a category and all associated skill ratings and all descendent records from a skills hierarchy.

Cascade Deleting a Category

Cascade Delete button.  

PSA Administration

Scheduling Backlog Calculations

You can now schedule Backlog Calculations on the PSA Administration page to run at weekly or monthly intervals. For more information, see PSA Administration and Scheduling Backlog Calculations.

Scheduling Missing Timecard Calculations

You can now schedule Missing Timecard Calculations on the PSA Administration page to run at weekly or monthly intervals. For more information, see PSA Administration and Missing Timecards.

Scheduling Time Variance Calculation

You can now schedule Time Variance Calculation on the PSA Administration page to run at weekly or monthly intervals. For more information, see PSA Administration and Time Variance Calculations.

PSA Mass Approval Component

For this release, we have introduced a PSA Mass Approval Lightning component.

This component enables users to approve or reject multiple timecards or expense reports anywhere within PSA where the component has been placed using the App Builder. You can add the PSA Mass Approval component to any Lightning record pages, the Home page and workspaces, including the Time and Expense workspace.

The PSA Mass Approval Lightning component can also be added to Experience Cloud sites. For more information, see Getting Started with Experience Cloud Sites for PSA Spring 2021.

For more information about setting up PSA Mass Approval, see PSA Lightning Components Overview.

PSA My Weekly Summary Component

For this release, we have introduced a PSA My Weekly Summary Lightning component.

This component provides you with a weekly view of the status for all your projects, assignments, and project task assignments. You can add the PSA My Weekly Summary component to any Lightning record pages, the Home page and workspaces.

The PSA My Weekly Summary Lightning component can also be added to Experience Cloud sites. For more information, see Getting Started with Experience Cloud Sites for PSA Spring 2021.

For more information about setting up My Weekly Summary, see PSA Lightning Components Overview.

Note:

The PSA My Weekly Summary Lightning component replaces the My Weekly Summary Lightning component, which will be deprecated in a future release.

FinancialForce In-App Guidance

FinancialForce In-App Guidance uses Salesforce user engagement features to deliver FinancialForce content, such as tutorials and learning paths, directly from our products.

As Salesforce delivers further user engagement features, FinancialForce will leverage their capabilities in order to make the adoption and use of our products a far simpler experience for our customers.

This functionality enables you or your administrator to activate in-app user engagement prompts to object record pages and object home pages. The following categories of prompts are available:

Note:

Users must have access to the FinancialForce Community to access the Learning Paths.

To find out more about FinancialForce In-App Guidance, see the FinancialForce In-App Guidance Quick Start Guide - Spring 2021.

To find out more about Salesforce User Engagement, see the Salesforce Help.

Functional Permissions

Permissions and the FinancialForce security model are being redesigned to provide you with a robust and focused approach to managing user security. A set of functional permissions is being delivered in Spring 2021 and will be present in your org. As this work is being delivered over multiple releases and is not complete, you must not implement the new functional permissions until the work is finished.

Gantt

We have added functionality to Gantt when you have view-only permission, so that you see only the project tasks that are shared with you. This functionality is overridden if you have edit permissions for Gantt.

This change to the view-only functionality is useful when you share Gantt with external users, such as through PSA Experience Cloud sites. The following states reflect this change for the visible project tasks:

For more information see:

Intelligent Staffing

Intelligent Staffing reduces the time and manual effort involved in finding suitable resources to assign to resource requests. Intelligent Staffing considers the role, region, practice, group, skill ratings, and availability of a resource, and automatically ranks the results.

Intelligent Staffing can be enabled or disabled by default in the PSA Resource Filter component, and can be enabled or disabled manually within the Resource Request Lightning page at an individual resource request level.

Previously, the attributes of role, region, practice, and group, when set in the PSA Resource Filter, were considered as essential for the purposes of matching a resource. It is now possible to determine that these filters are non-essential for filtering.

In addition, for the attributes of role, region, practice, and group it is also now possible to configure a weighting that is factored into Intelligent Staffing to rank resources by these attributes.

To support Intelligent Staffing, we have created the following:

Type Name

PSA Location

Default Value

 Further information
Checkbox Include Recommended Resources Default PSA Resource Filter component on the Lightning Resource Request page Deselected Customizing PSA Lightning Components
Checkbox Include Recommended Resources PSA Resource Filter component in Lightning App Builder Deselected Include Recommended Resources
Custom Setting Group Weighting Resource Search Service Custom Settings Essential

Resource Search Service Settings

Custom Setting Practice Weighting Resource Search Service Custom Settings Essential
Custom Setting Region Weighting Resource Search Service Custom Settings Essential
Custom Setting Role Weighting Resource Search Service Custom Settings Essential
Column Rank PSA Resourcing Component Not Applicable Rank

For more information about using Intelligent Staffing to filter resources, see the following:

Project and Resource Planners

Splitting Assignments and Held Resource Requests

When you split or swap assignments and held resource requests in planners, we have now restricted resources that you can select to only those with the status of “Active”. There are no upgrade steps for this change.

For more information, see the following:

Respecting Schedule Exceptions

Note:

To adopt this feature to respect schedule exceptions, you must upgrade to PSA Spring 2021 Service Pack 2.

See Project and Resource Planners to upgrade this feature.

Previously, when dragging assignments or resource requests in planners, schedule exceptions remained on the dates they were added to, or were deleted when the schedule no longer spanned the schedule exception dates.

Now, you can control whether schedules and schedule exceptions respect the new schedule start date when assignments or resource requests are dragged horizontally and dropped in the project and resource planners.

To control this feature, we have introduced the following.

Field Type Description PSA Location Further Information
Respect Schedules Custom Setting Administrators can set to True to enable this feature at an org-wide level in Project Planner for all PSA users. Project Planner Settings. Respect Schedules
Respect Schedules Custom Setting Administrators can set to True to enable this feature at an org-wide level in Resource Planner for all PSA users. Resource Planner Settings. Respect Schedules
Respect Schedules Custom Preferences Setting Individual PSA users can toggle between True and False in Project Planner to control this feature. Assignments tab in The Custom Preferences panel in Project Planner. Respect Schedules
Respect Schedules Custom Preferences Setting Individual PSA users can toggle between True and False in Resource Planner to control this feature. Assignments tab in The Custom Preferences panel in Resource Planner. Respect Schedules

Project Billing

Generating Billing Events from Projects (Lightning)

We have enhanced the Generate Billing Events action, which is available in the PSA Actions: Project Financials component on the project record page. You can now select records and generate billing events for the following records:

Within the new record selection windows you can:

For more information, see:

Customer Engagement

Starting with Spring 2021, Foundations contains the Engagement object. An engagement record links together related products and services that can originate from multiple revenue streams, such as professional services, subscriptions, and goods. By leveraging the Salesforce platform and Analytics, we aim to provide you with an accurate, relevant, and visually engaging snapshot of the metrics that matter most to you. For more information about the Engagement object, see New Features and Enhancements in Foundations Spring 2021 in the Foundations Help.

PSA adds the services revenue stream to your customer engagements. You can link projects to an engagement record. This allows you to group together projects that relate to the same customer within a given time frame. For example, you might have two projects for the same customer in 2021. The first project covers the implementation of Product A in Q1, while the second project is used for implementing Product B in Q2. By linking the two projects to the same engagement, you can easily report on both projects at the same time.

Engagement and Billing Documents

If you use the Billing Events Integration, you can link billing documents to the engagement the originating project is linked to. This happens automatically when you create a billing document from billing events related to projects that are linked to an engagement. In addition, the new Document Source field is automatically set to "Services", allowing you to easily identify where the documents originate from.

Engagement Analytics

If you use Business Analytics, you can leverage your existing PSA Analytics app to create visually rich dashboards for your engagements with services data. The dashboards can then be embedded into the engagement Lightning record page. This allows you to easily view and analyze the KPIs for an engagement record.

The Engagement Services dashboard focuses on the services revenue stream. It enables you to view the revenue, invoiced, cost, and margin amounts per each project related to the engagement. The dashboard also enables you to quickly identify the current status of the projects related to the engagement.

In addition, the new Project Reporting dataset contains the Engagement field by default. You can use this to create your own dashboards that include engagement information.

For more information, see New Features and Enhancements Spring 2021 in the Business Analytics Help.

Projects

Assign Multiple Resources to Project [Pilot]

We have added a new Assign Multiple Resources To Project Lightning action in the PSA Actions: Assignments component on the Project Lightning record page. This action opens a new Assign Multiple Resources To Project Lightning window.

For more information, see Upgrading to PSA Spring 2021 and Assign Multiple Resources to Projects [Pilot].

Assign Resource to Project

This Lightning feature is no longer a pilot. For more information see Assigning Resources by Name.

New Fields

We have added the following fields with defaults shown to the Assign Resource to Project window when you create a new assignment for a project.

Field Description Default
Bill Rate Use to set a numeric rate to bill for the billable assignment. This field is only visible when the Billable field is selected. The read-only project currency code is also displayed adjacent to the bill rate. For example, USD. 0.00
Billable Determines whether an assignment is chargeable for a billable project.

When creating a new assignment for a non-billable project, the Billable and Bill Rate fields do not display. The assignment is non-billable and the bill rate is set to "0.00".

When Billable is deselected, the Bill Rate field is hidden and the bill rate is set to "0.00".

Read permission is required for the Billable field on the project in order for the Billable field to display in the Assign Resource to Project window.		 Selected [for billable projects only]
Cost Rate Amount Use to set the resource’s cost rate. This field is only visible when the Use Default Cost Rate field is deselected. When selected, the cost rate amount is set as default cost rate from the resource’s Contact record. No more than 14 digits are allowed before the decimal place. Values entered after the decimal must be no more than two decimal places. The read-only project currency code is also displayed adjacent to the cost rate. For example, USD. 0.00
Milestone Select a project milestone for an assignment. Blank
Scheduled Hours The total number of hours to be scheduled for the assignment. 0.00
Scheduling Strategy The scheduling strategy determines how the scheduled hours are allocated across the resource's schedule when assigning a resource. For more information about scheduling strategies, see Scheduling Strategies Overview. Calculate End Date, Level Schedule
Use Default Cost Rate Determines whether you set the cost rate to the default cost rate from the Contact record of the resource you want to assign. Deselect to set a custom cost rate amount value. Selected

If you are upgrading to PSA Spring 2021, no upgrade steps are required because these fields are automatically added to the Assign Resource to Project window.

When the Billable checkbox is selected and there is a zero bill rate, or when the Use Default Cost Rate field is deselected and there is a zero cost rate, a warning is displayed on clicking Assign to advise users that bill rate or cost rate is zero. The warning does not prevent you from creating a zero bill or cost rate assignment.

Validation is performed including whether fields are required, and values and characters entered are valid.

New Default Scheduling Strategy Setting

A new Assignment custom setting controls the default scheduling strategy that is displayed in the Assign Resource to project Lightning window. For more information, see Default Scheduling Strategy.

Supported Scheduling Strategies

We support all scheduling strategies in the Assign Resource to Project Lightning window. However for the Percent Allocation strategy, we do not support date ranges. You can only enter a value for the whole assignment duration between 0-100 for this strategy. For more information, see Scheduling Strategies Overview.

Hiding Individual Scheduling Strategies

You can now determine which individual scheduling strategies are hidden from the Scheduling Strategy drop-down in the Assign Resource to Project Lightning window. Each individual scheduling strategy is hidden by a corresponding controlling Assignment custom setting. These controlling settings are now respected. For more information, see Assignment Settings and Scheduling Strategies Overview.

Adding Custom Fields from a Field Set

We have renamed the Assignment field set from Assign Resource Assignment Information Section FieldSet to Assign Resource To Project Custom Fields.

You can now add the following additional editable field types from the Assign Resource To Project Custom Fields field set on the Assignment object to the Assign Resource to Project window:

The fields in this window are displayed in a two-column format. For more information, see Assignment Field Sets.

Resourcing from Project Tasks

We have enhanced the Create Resource Requests from Project Tasks action, which is available in the PSA Actions: Task-Based Resourcing component on the project Lightning record page.

You can now:

To support this functionality, we have created the following fields in the new Task-Based Resourcing custom setting:

Field Description
Resource Request Columns Add the name of the field set used to display custom read-only columns.
Resource Request Editable Columns Add the name of the field set used to display custom editable columns.
Resource Request Groupings Add the name of the field set used to group the list of resources. If you do not use this custom setting, resources are grouped only by role.
Show Estimated Amount Column Set this field to true to display the Estimated Amount column. This is the suggested bill rate from the resource request multiplied by the requested hours.
Show Estimated Cost Column Set this field to true to display the Estimated Cost column. This is the average cost rate from the resource request multiplied by the requested hours.

For more information, see:

Adding Project Tasks from a Template

We have enhanced the Add Project Tasks from Template action, which is available in the PSA Actions: Project Tasks component on the project Lightning record page.

You can now schedule the start or end date of the project tasks you are adding to your project. This can be:

The dates of all the project tasks that you are adding during this process are updated forwards or backwards from this date.

Note: When you have added project tasks, Gantt is also reloaded if it is on the same project page and you do not close the progress bar before the process completes.

For more information, see Adding Project Tasks from a Template.

Adding Milestones from a Template

We have added the Add Milestones from Template action to the PSA Actions: Project Financials component on the project Lightning record page.

This action simplifies the process of selecting milestones from another project and adding them to your project. You can:

To support this functionality, we have:

For more information, see:

Creating a Change Request from Project

We have added the Create Change Request action, which is available in the PSA Actions: Project Financials component on a project's lightning record page.

You can raise a change request from your project when you need to request additional budget for your project, or a change is to be made to the project. This creates a change request opportunity.

You can now:

To support this functionality, we have added Create Change Request custom setting. For more information, see Create Change Request Settings and Configuration Group Options.

Adding Resource Requests from a Template (Pilot)

We have added the Add Resource Requests from Template action, which is available in the PSA Actions: Resource Requests component on a project's Lightning record page.

This action simplifies the process of selecting resource requests from another project and adding them to your project. You can:

To support this functionality, we have added the following fields in the Create Project Personal custom setting:

For more information, see:

Starting or Completing Multiple Project Tasks

We have added the Start Tasks and Complete Tasks actions to the PSA Actions: Project Tasks component on the project record page.

These actions enable you to select multiple tasks to start or complete at the same time.

For more information, see:

Mass Linking Project Task Assignments

We have added the Mass Link Project Task Assignment action to the PSA Actions: Task-Based Resourcing component on the project record page.

This action enables you to link multiple project task assignments to a resource request or an assignment, or both at the same time.

For more information, see :

Assignments Summary and Unfilled Resource Requests Reports

You can now add the following reports to the Project Lightning record page.

Report Name

Report Description

Assignment Bill Rate by Role V1

This report displays the bill rate summary for assignments grouped by each resource role.

Assignment Cost Rate by Role V1

This report displays the cost rate summary for assignments grouped by each resource role.

Assignment Scheduled Hours by Role V1

This report displays the scheduled hours summary for assignments grouped by each resource role.

RR Billable Hours by Role V1

This report displays the average cost rate summary of resource request hours grouped by each resource role.

RR Suggested Bill Rate Hours by Role V1

This report displays the suggested bill rate summary with resource request hours grouped by each resource role.

RR Requested Hours by Role V1

This report displays the requested hours summary for a resource request grouped by each resource role.

For more information, see Viewing Reports. The reports are also from the Reports tab.

If you are upgrading to PSA Spring 2021, you can add the Assignments Summary and Unfilled Resource Requests Reports tabs to the Project record page. See Adding the Assignments Summary and Unfilled Resource Requests Reports.

Resource Filter

Worked With Customer Resource Filter Field

We have added a Worked With Customer filter field. You can use this new filter on the Resource Request Lightning record page to filter all resources with assignments for a specific customer. The following options are available.

Option Description

Default
No Resources are excluded from filter results when they have assignments on a project, which has an account that matches the account linked with the current resource request. No Preference
No Preference This filter is not considered when filter criteria is applied.
Yes Resources are included in filter results when they have assignments on a project, which has an account that matches the account linked with the current resource request.

To use the Worked With Customer filter, you need read access to the following:

For more information about permissions, see Lightning Resource Request Components Overview.

Boolean Filter Values Changed to No Preference

For all Boolean filter options, we have replaced the "None" value with "No Preference" in the Resource Filter. Functionality is unchanged when resource filter criteria is applied. When you select "No Preference" in a Boolean filter, all records are returned in the filter criteria results.

Resource Requests

Resource Request Default Page

For PSA Spring 2021 installations and upgrades, the FinancialForce Assign Resource Visualforce page (Single Staffer) is the default page to view and edit resource requests.

You can enable the FinancialForce Resource Request Lightning page as the default. This page comprises the Lightning PSA Resourcing, Resource Filter, and Contact Card components. For more information, see Enabling Resource Request Page Updates.

If you are an existing customer upgrading to PSA Spring 2021, and you want to continue using the same resource request page you have been using, there are no upgrade steps.

PSA Contact Card Lightning Component

A new PSA Contact Card component on the Resource Request Lightning record page enables you to view information about a resource, such as skills and resource schedule details.

Additional Fields

You can add additional read-only fields to a field set on the Contact object, and select the field set to display these fields in the PSA Contact Card component.

For more information, see Contact Field Sets and Customizing PSA Lightning Components.

Skills and Ratings

You can view skills and ratings for resources listed on the Resource Request Lightning record page.

Resource Schedule

In the Resource Schedule section on the Resource Details tab of the Resource Request Lightning record page, you can view details of assignments and resource requests that fall fully or partially within the date range selected in the Resource Filter for the selected resource. If you do not want details of resource requests to be displayed, you can configure the PSA Contact Card component in the Lightning App Builder.

The selected resource's scheduled working time for each assignment and resource request is displayed as a percentage value by default and is calculated using the resource's work calendar and the date range selected in the Resource Filter. Alternatively, if you want the scheduled time to be displayed as an hourly value, you can configure the PSA Contact Card component in the Lightning App Builder.

Note: A summary bar is displayed, which shows the hours available for scheduling, the assigned hours, and the held hours for the selected resource's assignments and resource requests within the filtered date range. Even if a resource's scheduled working time is shown as a percentage, this bar will still show the values as hours.

You can also configure the PSA Contact Card component so that useful details are displayed when you hover over an assignment or a resource request on the Resource Details tab.

For more information on configuring the PSA Contact Card component, see Customizing PSA Lightning Components.

For more information about viewing skills, ratings and resource schedule details, see :

Resourcing Component

Pinning Resources

You can now select and pin resources in the resource list with a new Pin button. Pinned resources are moved to directly below any suggested or held resources in the resource list. You can also pin held or suggested resources. Resources that you pin are shown with the status of “Pinned” in the Status column on the resource list.

When the Rank column is displayed in the resource list, this column is automatically recalculated, and any pinned resources are moved up the list into their new rank. Pinned resources are remembered in the same sequence for each resource request between sessions when you use the same computer and browser. You can select any pinned resource and remove them by clicking Unpin in the resource list.

For more information, see Pinning Resources.

Comparing Resources

You can now compare the top three resources against each other, in a new Compare Resources window available from the Resourcing component. This enables a side-by-side view so you can directly compare resource details to ensure you have all the information before making a staffing decision. For example, resource skills and ratings. You can hold or assign a resource in the Compare Resources window.

You can also select a Contact field set in a new Compare Resources Contact Field Set option to display custom rows in the Compare Resources window. We recommend that you do not add any Salesforce fields to the field set where their value is automatically generated. For example, Created By, or Created Date.

For more information, see the following in the PSA Help:

Resource Details Renamed to Manage Schedule

We have renamed the existing Resource Details button to Manage Schedule on the Resource Request page. This button opens the Manage Schedule window containing schedule information.

Skills and Ratings

Skills and ratings information is now displayed on the new PSA Contact Card. For more information, see Contact Card Lightning Component Overview.

Hiding Individual Scheduling Strategies

You can now determine which individual scheduling strategies are hidden from the Scheduling Strategy picklist in the Manage Schedule window.

Each individual scheduling strategy is hidden by a corresponding controlling Assignment custom setting. For example, the Hide Adjust Hours Scheduling Strategy setting controls whether the Adjust Hours Per Day scheduling strategy is hidden from the Scheduling Strategy drop-down list when assigning a resource to a project. These controlling settings are now respected.

For more information, see Assignment Settings and Scheduling Strategies Overview.

Retaining the Schedule When Assigning a Resource

We have introduced a new Assignment custom setting called Retain Schedule On Assign. When the new setting is True, now, in the Resourcing component, when you click Assign in the Resource list, the schedule created when the resource was originally held is retained. This happens when the same resource or a different resource is assigned. This now occurs instead of creating a new schedule and orphaning the original schedule for the assignment.

When False, a new schedule is created and the original schedule is deleted. The default value is False.

For more information, see Retain Schedule On Assign.

Revenue Forecasting

% Complete Recognition Method

Revenue Forecasting now automatically caps the forecast amount at 100% to prevent over-forecasting if the number of hours logged and scheduled exceeds the number of planned hours, estimated hours at completion, or expected hours.

For more information on the % Complete recognition method, see % Complete Recognition Method.

Reporting on Revenue Forecast Version Data

The following changes enable you to use summarized data instead of project, opportunity, and milestone data in your reports. The changes also allow the Review Forecast Version page to support an even greater volume of active projects and milestones:

For more information, see:

Searching on the Review Forecast Version Page

The Search field has been removed from the Review Forecast Version page to enable larger volumes of data to be supported. You can still search on RPG, Project, or Opportunity by using the Filter panel. Custom filters for certain field types are also available if you want to filter the data by specific fields on the Project, Opportunity, or Milestone objects.

For more information, see:

Optimizing the Processing Speed when Creating Revenue Forecast Versions

A new Version Detail Batch Size field has been added to the Revenue Forecast Setup object. This enables you to reduce or increase the batch size to optimize processing speed when running a revenue forecast version batch job. For larger volumes resulting in a batch failure, you can reduce the value in this field.

Security Checks

Permission Checks

Warning:

The following are mandatory requirements and must be carried out after installation of PSA Spring 2021. You must take action on the following information.

A large number of CRUD (Create, Read, Update, and Delete) checks are added to PSA in this release. These checks prevent potential CRUD-bypass security vulnerabilities, where users can make unauthorized changes to data.

Note:

The Security Settings custom setting has been renamed to PSA Permission Settings. The new Disable Permission Checks checkbox in this custom setting must be selected to deactivate the CRUD checks until functional permissions become available for PSA in a future release. The Disable Permission Checks checkbox is selected by default when upgrading to PSA Spring 2021.

For security reasons, the Disable Permission Checks checkbox will be deprecated in a future release.

Selecting Disable Permission Checks does not enable or disable CRUD checks for the following Salesforce standard objects:

Warning:

Permission checks are always enforced on the above objects, regardless of the Disable Permission Checks setting. You must provide read access for your users on the above objects.

Permission Error Logging

We have delivered a permission error logging feature to report on failed permission checks. For more information, see Permission Error Logs in the Foundations Help.

When this feature is enabled and permission checks fail, a log is created containing the following information:

When permission checks fail, an error message displays specific details of the error. This is designed to assist the process of finding and correcting errors with permission assignment.

Permission Checks for Actuals on a Contact Record

Update permission checks are now enforced whenever any actuals fields on a contact record are updated.

You must give Update permission on the standard Salesforce Contact object to all users who update actuals fields on a contact record or trigger updates to the fields.

Skills and Certifications

PSA Manage Skills and Certifications Component

We have added the PSA Manage Skills and Certifications component. You can add the PSA Manage Skills and Certifications component to any Lightning App page, or PSA Home page, where users can review their own records. For example, the PSA Administration page, or PSA Workspaces when the extensions are installed. You cannot add this component to any Lightning record pages.

For more information, see PSA Workspaces Overview and Managing Skill and Certification Ratings .

New Fields

We have added the following new fields for use with resource skill certification record types:

For more information, see Managing Skill and Certification Ratings and Skill / Certification Rating Fields.

Renamed Skill Rating Picklist Option

We have renamed the “None” option to “0 - No Rating” in the Skill Rating picklist.

If you are upgrading to PSA Spring 2021, and want to update this picklist, see the Upgrading to PSA Spring 2021 and Skill Rating Picklist in Feature Console to do this.

Time Entry

For this release, we have updated the PSA Lightning component and Time Entry UI page.

PSA Time Entry Lightning Component

You can now add a location and indicate travel days on your timecards using the PSA Time Entry Lightning component. You can also now delete or recall a timecard directly within the component.

You can now add the PSA Time Entry Lightning component to Experience Cloud sites. For more information, see Getting Started with Experience Cloud Sites for PSA Spring 2021.

Copying Selected Schedules

On the Time Entry UI, it was possible to click Copy Selected Schedules even when the Schedule grid was not visible on the page.

Copy Selected Schedules is now disabled when the Show schedule grid custom setting is deselected.

Utilization Analytics

Hours from unheld resource requests are now displayed on utilization result records and are included in the Utilization Analytics dataflow in Analytics. You can specify the batch size of unheld resource requests on the utilization setup record. For more information, see Overview of Utilization Analytics.

PSA Workspaces

Notes:

To support workspaces, we have added the FF Navigation and FinancialForce Navigation components, which you can configure for workspaces to aid navigation to other relevant parts of PSA.

For more information on customizing the Navigation Pane, see Setting Up Navigation Components in the Foundations Help.

Services Billing Workspace

A Services Billing workspace is now available from App Launcher and is a starting point for all Services Billing activities.

The workspace contains the following:

For more information on customizing the Navigation Pane, Count and Alert cards, see Customizable Lightning Components Overview in the Foundations Help.

To support this functionality, we have added the following

For more information, see:

Services Delivery Workspace

The PSA Time and Expense workspace has been renamed to Services Delivery workspace.

The following components have been added to the Services Delivery Workspace:

For more information, see:

Project Management Workspace

The following components have been added to the Project Management Workspace:

For more information, see:

Resource Management Workspace

The following components have been added to the Resource Management Workspace:

For more information, see:

Services Revenue Forecasting Workspace

A new PSA Global Navigation configuration is added to the package that can be added to the FF Navigation component in the Lightning App Builder.

For more information on customizing the Navigation Pane, see Setting Up Navigation Components in the Foundations Help.

For more information, see:

Integration Hub

We have improved the existing Jira connector in the Spring 2021 release.

Integration Hub Connector: Jira - PSA

The Jira - PSA integration enables you to seamlessly connect PSA and Atlassian Jira via the Integration Hub. It helps you streamline your processes so that your resources that use Jira as their work management application can also use it for entering time. It removes the need to manually enter the data in both systems.

Excessive Work Log Hours No Longer Distributed Throughout the Week

When a Jira user logs excessive hours for a working day, time is no longer distributed throughout the week in PSA. The work log is not synced to PSA and the connector sends an error email to the user who logged time. To fix the issue, the user must change the work log in Jira.

Similarly, if a user logs time for a non-working day, the work log is not synced to PSA and the connector sends an error email.

The hours a user can log per day are determined based on the linked resource's work calendar. If a day has zero hours in the work calendar in PSA, it is considered as non-working. When a work calendar is not defined for a resource, the Max Resource Hours Per Day and Max Resource Days Per Week custom setting fields are used.

The new behavior applies when syncing work logs to timecards and when syncing work logs to task time records.

For more information, see the following in the Integrations Help:

New and Enhanced APIs

For more information about PSA APIs, see the PSA API documentation on the FinancialForce Technical Reference page.

To support the related Lightning actions or new functionality introduced in this release, we have created or enhanced the following APIs.

Add Milestones from Template API

We have created an API that supports the Add Milestones from Template functionality. The AMFT API enables you to:

To achieve this functionality, we have added the following to AddFromProjectTemplateService:

Add Project Tasks from Template API

We have enhanced the API that supports the Add Project Tasks from Template functionality. We have added a property CopyMilestones to pse.AddFromProjectTemplateService.ProjectTaskRequest. This controls whether milestones that are associated with copied tasks are also copied to your project. By default:

You can now also schedule the end date of the project tasks you are adding to your project. The dates of all the project tasks that you are adding during this process are updated backwards from this date.

Add Resource Requests from Template API

We have added this API to support the Add Resource Requests from Template functionality. We have added the option Add Resource Requests from Template in the AddFromProjectTemplateService API to enable you to add Resource Requests from a source project to a destination project.

You can use the following Resource Request field sets to copy unheld resource requests between projects:

You can also use your own field sets that you have defined in the relevant custom settings.

We have also added the Resource Skill Request Fieldset field to the Create Project Personal custom setting. You can add the API name of a field set to this field that contains resource skill request fields. These fields are copied in addition to the standard fields that are copied when you set the parameter CopyResourceSkillRequest to true.

For more information about custom settings, see the section Create Project Personal Custom Setting in Project Configuration Group Options and Custom Settings

Resource Search Service API

We have enhanced the Resource Search Service API. This API supports the functionality to query the Contact object to select and return resources based on filter selection criteria. We have added the ability for the Resource Search Service API to support fuzzy matching.

Fuzzy matching is an aspect of Intelligent Staffing that enables resources to be returned that do not necessarily exactly match the filtered selection criteria. Returned fuzzy matched resources are sequenced depending on filter criteria, their skill ratings, and their availability. This enables the best matching resources to be typically returned first.

Removed Buttons and Pages

As part of our regular maintenance, in this release we have deprecated the Update Utilization page and Update Utilization (old) button.

Deprecated Objects and Custom Settings

As part of our regular maintenance, in this release we have deprecated the Work Queue object and the WorkQueues custom setting.

Deleted Objects, Custom Settings, and Custom Settings Fields

As part of our regular maintenance, in this release we have deleted the following objects, custom settings, and custom settings fields.

Deleted Objects

Deleted Custom Settings

Deleted Custom Settings Fields

Custom Setting

Field
Assignment Settings Adjust Sched Date on Assignment Close
  Assignment Closed Statuses
  Mass Assign Resources Load Limit
Backlog Perform Scheduled Job Cleanup
  Post Processing Delay
  Process Backlog Remainder Inline
Integration Hub Connector Activation Resource Synch Workflow ID
  Resource Synch Workflow Instance ID
Integration Hub Connector Instances CallBack Url
  Oauth Proxy Name
  PSA Filter field for Assignment
  PSA Filter field for Project
Planners - Project Preload Limit
  Project Summary Color Field
  Use V2 Planner
Project Versioning Global Settings Capturing Version Config Name
Planners - Resource Preload Limit
  Use V2 Planner
Task Management Settings Project Limit
Timecard Entry UI Personal Hide Copy Previous Week Button
Triggers Task Set Task Chain Disabled
  TrackResourceChanges Enabled
Pro Apply Spend Limit
Utilization Run Process Completed
  Process Started

Changes to Permission Sets and Other Technical Documentation

We have updated the way we provide information about FinancialForce permissions. Comprehensive web resources are now available to help you manage security and user access.

For more information about the permissions provided by PSA, see Permission Sets and Other Technical Documentation.

Technical Documentation Pack

FinancialForce provides additional documentation to support technical users. For more information, see the PSA Technical Documentation Pack, available from the FinancialForce Community. This pack includes:

Fixes

Fixes are now listed on the Known Issues page of the FinancialForce Community. You can access this page from the Products menu. For a brief description of the issues that have been fixed in this version of PSA, see the related section of the Known Issues page.