New Features and Enhancements in PSA Fall 2021

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

Skills, Certifications, and Experience

Managing Experience Records for Resources

You can now create experience records from the Manage Skills and Certifications window. An experience record links a resource's skills or certifications to a past assignment or project task assignment (PTA). You can only create one experience record per assignment for a resource.

Note:

Selecting the Restrict to Skills with Existing Rating option on the Skills Management custom setting means that only those skills and certifications for which the related resource already has a corresponding skill / certification rating record are displayed. This reduces the number of skills and certifications available for selection when linking assignments and project task assignments to skills, making it easier to search for and select the ones you want.

The Experience tab on the Manage Skills and Certifications window enables you to view details of your own or another resource's experience. This tab lists the following:

You can also view the Experience column on the Skill and Certification tabs to check whether the selected resource has any experience recorded for the skills and certifications listed.

Note:

An administrator can disable the Experience feature by deselecting Enable Experience in the Skills Management custom setting.

You can now view details of a resource's experience from the Skills section of the Contact Card on the Resource Requests Lightning page. A View Experience button is available, provided you have included one or more skills in the resource filter criteria.

For more information, see the following:

Managing Skills and Certifications for Resources

We have added the following enhancements in this release:

For more information, see Managing Skills, Certifications, and Experience for Resources and Skills Management Settings.

Einstein Next Best Action - Update Skills

The Einstein Next Best Action - Update Skills feature generates recommendations for resources to update their skills and certifications. For more information, see Einstein Next Best Action - Update Skills.

Work Opportunities Hub

We have developed a new Work Opportunities Hub feature that enables:

The feature is disabled by default. To use this feature:

  1. An administrator must complete the setup described in Setting Up the Work Opportunities Hub, including the default filters that apply.
  2. Resource managers must select the Allow Candidates to Self-Nominate checkbox on each of the resource requests they want to make available for self-nomination and specify a deadline for self-nomination.
  3. Resources can view a list of upcoming work in the new PSA Resource Self-Nomination Lightning component, which has the heading Work Opportunities Coming Soon. The options available for filtering the list of resource requests depend on the filters configured by an administrator in the Work Opportunities Hub custom setting. An administrator can add this component to:
    • Any app page, home page, or workspace.
    • The Salesforce My Profile page that is displayed when a user clicks their photo.
  4. Resources can express interest and withdraw previous expressions of interest. They can also dismiss an entry from view, if required.

For more information, see the following:

Intelligent Staffing

For more information about Intelligent staffing, and the new features we have introduced in this release, such as prioritizing the attributes used to the determine rank, or weighting custom filter fields, see the following:

Weighting Custom Filters and Worked With Customer Filter

You can now include and weight custom filter fields in Intelligent Staffing. If you have added filter fields from the Contact record to the PSA Resource Filter component, these fields can now be included in Intelligent Staffing. The values for this setting are "Essential", "Ideal", "Desirable", and "Suggested".

If you have three custom fields in the Resource Filter, for example, you can set Custom Filter Fields Weighting to "Desirable" meaning resources would not need to match all three fields. Resources who match one or more of the custom filters would be higher up in the ranked results than those that don't match any filters.

When it is not essential to match custom filter fields, resources who do not match any custom filter fields are not now automatically excluded from results. You cannot set a different value for individual custom filter fields. For example, you cannot set "Desirable" for A custom field, and "Ideal" for another custom field.

You can now weight the Worked With Customer filter field. Essential means the Worked With Customer filter must match the field for the resource. Other possible values for this setting are identical to other weighting settings.

We have created the following to control the new behavior.

Name Description Default
Custom Filter Fields Weighting

Determines the importance of a resource matching all custom filter values. Other possible values from most important to least important are Ideal, Desirable, and Suggested.

 Essential
Worked With Customer Weighting Determines how important it is that the resource matches the Worked With Customer filter. Essential

Prioritizing Attributes Used to Rank Resources

Previously, when Intelligent Staffing was enabled, the priority of the attributes used to rank resources was fixed in the order shown below with 1 being the highest:

  1. Role, RPG
  2. Skills
  3. Availability

You can now prioritize the following attributes in a way that makes sense for your organization:

You can now change the sequence of priorities, where the lower the number, the higher the priority.

For example:

  1. Availability
  2. Filter fields [Role, Region, Practice, Group, and custom filter fields]
  3. Skills

We have created the following custom settings to control this new behavior.

Name Description Default
Filter Fields Priority Determines the priority of Role, Region, Practice, Group, and custom filter fields when ranking resources. 1
Skills Priority Determines the priority of skill ratings when ranking resources. 2
Availability Priority Determines the priority of percentage availability when ranking resources. 3

We recommend you enter 1, 2, or 3 as appropriate for each setting. Every value must be unique. An error is displayed on the Resource Request page when setting values are not unique.

PSA Resource Schedule Component

We have added the PSA Resource Schedule component to the Resource Request Lightning record page. This component shows a graphical view of the same resources as those displayed in the Resources list using the filtering criteria applied in the PSA Resource Filter. The component displays a single row for each resource, showing all their held resource requests and assignments.

For the upgrade steps and an overview for this component, see the following:

Resourcing Component

Comparing Resources

You can now display availability in the Compare Resources window in hours or percentage. The hours and percentage availability of resources in the Compare Resources window is now represented by the following color-coding.

Color-Coding When Resource Availability is Displayed as a Percentage When Resource Availability is Displayed in Hours
Green 100% The requested hours on the resource request are equal to or lower than the resource's available hours.
Orange 50% - 99% -
Red Under 50% The requested hours on the resource request are greater than the resource's available hours.

You can now unhold held resources in the Compare Resources window. Held, suggested, and pinned resources are now shown by corresponding visual indicators in the Compare Resources window. Resources are now displayed in this window in the same sequence as the resource list.

An image is now displayed based on the Salesforce user record associated with the resource from their Contact record. If there is no image, a standard resource icon is displayed. When there is no associated user, a generic icon is displayed. If a user does not have read access to the Salesforce user Id field on the Contact record, they only see a resource icon and not an image even when one has been added.

The Compare Resources window now includes visual indicators to highlight where resources do not match values in the Resource Filter. Indicators display for contact fields including RPGs and in the Skills section. This assists resource managers in understanding where they are making compromises in order to fulfill resource requests.

For more information, see Comparing Resources.

Defaulting Percent Allocation From Resource Requests When Creating Schedules

When the Percent Allocation scheduling strategy is used, the value in the Percent Allocation field now defaults from the value specified in the Percent Allocated field on the resource request. When a value is not specified in the Percent Allocated field on the resource request, the value in the Percent Allocation field now defaults to 100%.

For more information, see Using the Resourcing Lightning Component.

Displaying Resource Availability in Hours

You can now switch between hours and percentage formats when viewing resource availability in the Resources list and the Compare Resources window in the Resourcing component. Showing availability in hours provides a better indication that resources can complete the work within the requested hours.

When the Resourcing component displays availability in hours, you can still filter by a minimum resource percentage availability value in the Resource Filter. Resource availability results are displayed in hours format in the Resourcing component.

We have introduced a setting in Lightning App Builder to named Availability Display Format to control this new behavior. The Default value is percentage format.

For more information, see Specifying the Resource Availability Display Format and Availability (Hours).

PSA Contact Card Component

We have made the following enhancements to the PSA Contact Card component:

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

PSA Resource Filter Component

Including Sub-Regions by Default

When filtering on a region for a resource request, you can now include sub-regions by default in the Resource Filter.

For more information, see Include Sub-Regions by Default.

Filtering Resources by Minimum Availability

You can now set a minimum availability threshold value in a new Minimum Availability (%) field in the Resource filter. Resources with % Availability matching the minimum availability threshold value or above are returned. Resources below the threshold value and resources without a % Availability are not returned.

You can enable this filter and set a default value in the Lightning App Builder. The default minimum value is blank. When blank, there is no change to current filter search behavior.

For more information, see the following:

Filtering Resources by Skill/Certification Rating Expiration Date

A new Consider Expiration Date checkbox is now available in the Skills section of the Resource Filter component. You can select it to exclude resources with certifications that expire before the date specified in the End Date field of the Resource Filter.

Note:

You must have Read permission for the Expiration Date field on the Skill / Certification Rating object to filter on expiration date.

For more information, see the following:

Resource Optimizer

A common challenge for resource managers is matching a set of resources to a list of open resource requests. We have created a Resource Optimizer Lightning app page. On this page, you can select a project and automate the matching of resources to multiple open requests. You can assign the matched resources simultaneously to the project.

The Resource Optimizer aims to take some of the manual effort out of the search and assignment creation process, by providing a means of automatically matching resources to a list of open requests for a project, and allowing those matched resources to be simultaneously assigned. The Resource Optimizer aims to find the most suitable resource whilst at the same time balancing this with the availability of the resources and attempting to avoid the work overrunning beyond the end date of the request.

For more information, see the following:

Note:

Assign the PSA - Match and Assign Resources with Optimizer permission set to the users who need to view the Resource Optimizer page, and assign resources who are matched to resource requests.

Utilization Reporting

You can now embed the following PSA Analytics dashboards in PSA to visualize your utilization data.

For more information on these dashboards, see Utilization Analytics Capacity and Demand Planning, and Skills Capacity and Demand Planning Dashboard in the Business Analytics Help.

For more information on how to embed these dashboards, see Embedding PSA Analytics Dashboards in a Lightning Page in the Business Analytics Help.

We have added the following enhancements to the Utilization Analytics dashboard.

For more information, see Utilization Analytics Dashboard in the Business Analytics Help.

To create these dashboards and their required datasets, you must ensure you have appropriate data in PSA, and run the PSA Analytics App Template Design Wizard in Business Analytics. For more information, see Setting up the PSA Analytics App in the Business Analytics Help.

Lightning Experience

For Fall 2021, we have built on the PSA Lightning components and actions that we previously introduced for the following objects.

Billing Events

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

Name Type Description Further Information Replaces Pilot

Create Billing Document

 PSA Lightning action Creates draft billing documents for released billing events. Creating Billing Documents for Billing Events Create Billing Document button.  

Expense Reports

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

Name Type Description Further Information Replaces Pilot

PSA Actions: Expense Report Attachments

 PSA Actions component Contains actions available for the expense report attachments. PSA Lightning Components Overview N/A  
Combine Attachments PSA Lightning action Combines image attachments into a PDF and moves to expense report with other attachments. Editing Expenses and Attaching and Combining Receipts

Combine

Attachments Button

  
Clone PSA Lightning action To clone an expense report. Cloning an Expense Report Clone button  
Edit PSA Lightning action Edit an expense report. Expense Reports Edit Visualforce button on Expense Report record page.  
New PSA Lightning action Create a new expense report. New Visualforce button on Expense Report list view.  

Feature Console

We have added and updated the following steps to the Lightning Page Assignments feature. These changes enable you to activate specific features in your FinancialForce application.

Steps Added

Step Updated

We have added the Utilization Results record page to the Assign Utilization Lightning record pages as org defaults step.

For more information, see Updating Lightning Record Pages.

Opportunities

We have added the following action to the opportunity record page.

PSA Action: Resource Requests
Name Type Description Further Information Replaces Pilot

Add Resource Requests from Template

 PSA Lightning action Add resource requests to an opportunity from a project template or existing project. Adding Resource Requests from a Template Add Resource Requests from Template button on the Resource Requests related list on an opportunity.

Resource Requests tab on the Copy from Template page.		 Yes

Projects

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

Name Type Description Further Information Replaces Pilot
Create Held Resource Requests from Project Tasks PSA Lightning action Open the Create Held Resource Requests from Project Tasks window and create held resource requests grouped by resources and roles. Generating Resource Requests from Project Tasks Generate Resource Requests button on the Project Tasks related list. Yes
PSA Project Team Schedule PSA Lightning component Manage resource requests and assignments for all resources assigned to a project. Project Team Schedule Overview N/A  
Self-Assignment PSA Lightning component Allows self-assignment to a project. Self-Assignment    
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

We have added the following page, which is available from the App Launcher.

Name Type Description Further Information Replaces Pilot
Create Project PSA Lightning app page Create a project. Creating a Project from an Existing Project or a Template Create Project From Template Yes

We have added the following Lightning components.

Name Description Further Information Pilot
PSA Create Project Contains the Create Project button, Select a Starting Point window, and the Project Details card component.

The Create Project component is available on the Create Project app page.

Creating a Project from an Existing Project or a Template

Yes
PSA Create Project: Project Records View related object records.

Can be added to any app page, provided that page also contains the PSA Create Project component.

Creating a Project from an Existing Project or a Template

Yes

PSA Administration

We have added the following sections and PSA Lightning actions to the PSA Administration Actions component on the PSA Administration page.

Section Name Description Further Information Replaces Pilot
Configuration Management Export Configuration Export the existing configuration settings.

PSA Administration

Importing and Exporting Configuration

Export Configuration link to the Visualforce page.  
Import Configuration Import the configuration settings included in the PSA packages.

PSA Administration

Importing and Exporting Configuration

Import Configuration link to the Visualforce page.  
Actuals Verification Actuals Verifier Start the actuals verification process. PSA Administration

Recalculating Actuals with the Actuals Verifier

NA Yes
Project Actuals Recalc Schedule batch recalculation of project actuals. PSA Administration The Project Actuals Recalc section of the PSA Administration Visualforce page.  
PSA Custom Mappings Task-Based Resourcing Mappings Map project task assignment fields to resource request fields. PSA Custom Mappings NA  
PSA Batch Processes Actuals Calculate Delta Batch Schedule a batch calculation of actuals from transactions. PSA Administration

 

 The Actuals Calculate Delta Batch section of the PSA Administration Visualforce page.  
App Log Cleanup Job Delete actuals, billing, and EVAs app logs. PSA Administration

Deleting App Logs

The App Log Cleanup Job section of the PSA Administration Visualforce page.  
Billing Queue Management Initialize the billing queue. PSA Administration The Billing Queue Management section of the PSA Administration Visualforce page.  
Calculate Hours Variance on Projects Schedule or run batches of Project Variance calculations.

PSA Administration

Viewing and Updating Project Variance 		The Calculate Hours Variance on Projects section of the PSA Administration Visualforce page.  
RPGPR Maintenance Batch Update the current time period information for regions, practices, groups, projects, and resources. PSA Administration The RPGPR Maintenance Batch section of the PSA Administration Visualforce page.  
Scheduled Job Cleanup Delete Apex scheduled jobs that have no future scheduled activity. PSA Administration The Scheduled Job Cleanup section of the PSA Administration Visualforce page.  
Update Project Currency Exchange Rates Update project currency exchange rates on Milestones and EVAs. PSA Administration The Update Project Currency Exchange Rates on Milestones and EVAs section of the PSA Administration Visualforce page.  
Generate EVAs For Held Resource Requests Create estimates versus actuals comparison records (EVAs) for all existing held resource requests without any associated EVA records. PSA Administration The Generate EVAs For Held Resource Requests section of the PSA Administration Visualforce page.  
Calculate Future Time on Schedules Schedule or run batches of Future Time Schedule calculations.

PSA Administration

Calculating Future Scheduled Hours

The Calculate Future Time on Schedules section of the PSA Administration Visualforce page.  
Utilization Engine Generate initial utilization records. PSA Administration

Utilization Engine

The Utilization Engine section of the PSA Administration Visualforce page.  
Recalculate Schedules on Assignments Schedule or run batches of all eligible assignment schedule recalculations. PSA Administration The Recalculate Schedules on Assignments section of the PSA Administration Visualforce page.  
Recalculate Schedules on Resource Requests Schedule or run batches of all eligible resource request schedule recalculations. PSA Administration The Recalculate Schedules on Resource Requests section of the PSA Administration Visualforce page.  
Geocoding Services Manage Geocoding Services Provide longitude and latitude coordinates for an address using the Google Maps service. PSA Administration The Geocoding Services section of the PSA Administration Visualforce page.  
PSA-Jira Integration Retry Project Task Sync Retry syncing the previously failed PSA project task to Jira issues. PSA Administration The PSA-Jira Integration section of the PSA Administration Visualforce page.  
Foundations Administration Manage Foundations Administration Navigate to the existing Foundations Administration Visualforce page. PSA Administration The Foundations Administration section of the PSA Administration Visualforce page.  

Resource Optimizer

We have added the following page, which is available from the App Launcher.

Name Type Description Further Information Replaces Pilot
Resource Optimizer PSA Lightning app page Optimize the allocation of resources to resource requests. Resource Optimizer for Resource Requests    

We have added the following Lightning component to PSA Resource Optimizer Lightning app page.

Name Description Further Information Pilot
PSA Resource Optimizer Optimize the allocation of resources to resource requests. The PSA Resource Optimizer component is available on the PSA Resource Optimizer Lightning app page. Resource Optimizer for Resource Requests  

Resource Requests

We have added or enhanced the following components on a resource request record page.

Name Type Description Further Information Replaces Pilot
PSA Resource Schedule PSA Lightning component Manage resource requests and assignments for all resources. Resource Schedule Overview N/A  

Services Billing

For services billing, we have added the following pages, which are available from the App Launcher.

Name Type Description Further Information Replaces Pilot
Projects Awaiting Billing Lightning app page Generate multiple billing events at the same time. Projects Awaiting Billing Tab Billing Event Generation tab  
Billing Events Awaiting Release Lightning app page Release multiple billing events at the same time. Billing Events Awaiting Release Tab Billing Event Generation tab  
Billing Events Awaiting Invoicing Lightning app page Mark multiple billing events as invoiced at the same time. Billing Events Awaiting Invoicing Tab N/A  
Invoiced Billing Events Lightning app page View and revert invoiced billing events, if needed. Invoiced Billing Events Tab N/A  

Vendor Invoice

We have added or enhanced the following components on the Vendor Invoice record page. You can also add this component to Experience Cloud sites.

Name Type Description Further Information Replaces Pilot

PSA Actions: Vendor Invoice Items

 PSA Actions component Contains actions available for the vendor invoice items. PSA Lightning Components Overview NA  
Add Vendor Invoice Items PSA Lightning action Adds vendor invoice items to the vendor invoice. Adding Vendor Invoice Items Add Invoice Items button.  
Recalculate Vendor Invoice PSA Lightning action Recalculates vendor invoice items. Recalculating an Invoice Recalc Vendor Invoice button  

FinancialForce In-App Guidance

FinancialForce In-App Guidance uses Salesforce user engagement features to deliver FinancialForce content, such as tutorials, learning paths, and walkthroughs 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 guidance to object record pages and object home pages. The following categories of in-app guidance 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 - Fall 2021.

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

Expenses

PSA Expense Entry Component

We have added the PSA Expense Entry Lightning component, which enables users to submit expenses against assignments, milestones, and tasks associated with projects anywhere within PSA where the component has been placed using the App Builder. The PSA Expense Entry Lightning component is available for all Lightning record pages, the Home page and workspaces, including the Services Delivery workspace.

If you add the component to the Assignment, Project, Project Task, or Milestone record pages, the fields on a new expense are populated with information from the current record. For more information about setting up PSA Expense Entry, see PSA Lightning Components Overview".

Expenses created in PSA Expense Entry can also be viewed in other PSA expense apps. For more information about using the PSA Expense Entry Lightning component, see Using the Expense Entry Lightning Component.

Expense Reports

Edit and New Lightning actions are now available for expense reports. These replace the Visualforce actions for editing and adding new expense reports. For upgrade steps, see Expense Reports.

Services Billing

We have created Lightning app pages that streamline the process of billing in bulk, and contain relevant actions at the stages in the billing process where you need them:

You can review projects that contain records eligible for billing, generate billing events, release them to the finance system, mark them as invoiced, or revert records to their pre-generated state.

We have also added a system-level object Billing Event Calculation Detail, and added two fields to the Billing Events Calculation system-level object.

For more information, see the following:

Self-Assignment

We have added the Self-Assignment action to the PSA Actions: Assignments component on the project record page.

This action enables you to use Action Link: Self-Assignment to assign yourself to a project.

For more information, see the following:

Projects

Creating a Project (Pilot)

A new Create Project Lightning app page is now available. This page allows you to create a new project, basing it on either an existing project or a template. To access the page, click Create Project in the App Launcher.

A new PSA Create Project: Project Records Lightning component is available on the Create Project Lightning app page. It displays the related object records that will be copied into the new project.

Note:

You can add this component to any Lightning app page but you must always use it in conjunction with the PSA Create Project component.

For more information, see:

Using Process Builder or Flows to Automate Adding Records to a New Project

To help you set up automation using Process Builder or Flows when creating a project, we have added three new Apex classes that you can use to add milestones and tasks to a project and resource requests to a project or opportunity:

For more information on Process Builder and Flows, see the Salesforce Help.

Create Project Personal Custom Setting Fields

We have simplified the field labels and updated the field descriptions on the Create Project Personal custom setting to make it easier for you to find the setting you want. For more information, see Create Project Personal Custom Setting.

Creating Resource Requests from Project Tasks

We have added a Create Held Resource Requests from Project Tasks Lightning action to the PSA Actions: Task-Based Resourcing component on a project record. This enables you to generate held resource requests from project task assignments.

You can:

To support the grouping functionality, we have created the Held Resource Request Groupings field in the Task-Based Resourcing custom setting.

For more information, see:

Creating Task-Based Resourcing Mappings

We have created a new Task-Based Resourcing Mappings action in the PSA Custom Mappings section of the PSA Administration page. This action enables administrators to map project task assignment fields to resource request fields. The mappings are used when generating resource requests from project tasks and make it easier to identify resources with suitable attributes and assign them to a project.

For more information, see:

Opportunities

Adding Resource Requests from a Template

We have added the Add Resource Requests from TemplateLightning action to the PSA Actions: Resource Requests component on an opportunity record. This action simplifies the process of selecting unheld resource requests from a project and adding them to an opportunity.

You can:

An administrator can add and define the order of editable and read-only custom columns in the resource request selection table using the following fields in the Create Project Personal custom setting:

For more information, see:

Functional Permissions

We have redesigned PSA permissions and the FinancialForce security model. This provides a robust and focused approach to manage user security.

From Fall 2021, the new functional permissions provide secure defaults using the latest Salesforce features. This makes it easier for you to:

Functional Permissions use Salesforce permission set groups (PSGs). For more information on permission set groups, see the Salesforce Help.

For more information, see the following:

Deprecated Permission Sets

As part of PSA Functional Permissions work, in this release we have deprecated a number of permission sets. The permissions of deprecated permission sets are available within other permission sets.

Notes:  

To find a summary of the updated and deprecated permission sets, see Functional Permissions in the PSA Help.

For detailed information on permission changes, see Permission Sets and Other Technical Documentation.

Security Checks

Permission Checks

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

A large number of CRUD (Create, Read, Update, and Delete) checks are added in this release. These checks prevent potential CRUD-bypass security vulnerabilities, where users might 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 Fall 2021.

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

Selecting Disable Permission Checks does not 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.

For more information on the permission set and its breakdown, see Salesforce Standard Objects and Fields Permissions in the PSA Technical Pack.

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.

For more information, see the following:

PSA Project Team Schedule Component

We have added the PSA Project Team Schedule Lightning component to the Project Lightning record page.

This component shows the following:

For the upgrade steps and an overview for this component, see the following:

Gantt

Sharing and Permissions

To simplify the user security and setup of Gantt, users must now have sharing access for the project, as well as the relevant permission set and permission control.

To allow finer control, we have added the following new settings to the Gantt Global Settings custom setting:

For more information on sharing and permissions in Gantt, see Assigning Gantt Permissions and Controlling Sharing Access.

Configuring Gantt Global Settings

The Gantt Global Settings custom setting now contains the following new settings:

These settings allow an administrator to hide one or more of the following buttons or actions in Gantt:

The new custom settings offer the following benefits:

The Gantt Global Settings custom setting also contains a new Suppress Auto Link Assignment setting, which is deselected by default. When selected, new project task assignments are no longer linked to existing assignments or resource requests.

For more information on Gantt Global Settings, see Configuring Gantt Custom Settings.

Loading Project Task Records in Gantt

We have changed the way project task records are ordered in Gantt when loading them in from another system, or when using the Add Tasks from Template action to add tasks from multiple templates.

The Peer Order field on the project task record dictates the order in which tasks are loaded into Gantt. For more information, see Project Task Fields.

Previously, if the Peer Order field was not populated on a record, records with a peer order value were loaded first and those without a peer order value were then loaded in alphabetical order.

Now, if the Peer Order field is not populated on a record, records with a peer order value are loaded first and those without a peer order value are loaded by task start date and time.

Revenue Forecasting

We have provided optional support for using permission controls, to manage the data that is visible and adjustable, on the Review Forecast Version page.

These changes only apply when the new Respect Permission Controls field is selected on the active revenue forecast setup record. The permission controls only apply to the region, practice, or group by which the revenue forecast is grouped. For example, when a revenue forecast is grouped by a region, permission controls for regions are applied.

We have repurposed and renamed the existing View Forecast permission control field to Revenue Forecast Version View. When selected, this field now controls the records displayed to users. This field always cascades, even when Cascading Permission is deselected.

Similarly, we have repurposed and renamed the existing Edit Forecast permission control field to Revenue Forecast Version Adjust. When selected, this field now controls the records that users can adjust.

The view and adjust permission controls can be applied at the Region, Practice, Group, Project, or Opportunity level. When a user does not have access to the parent RPG for a project or opportunity, the project or opportunity is displayed in the Ungrouped section.

The following unchanged, added, and repurposed field types now support the new Revenue Forecasting permission control functionality:

Existing, added, and repurposed fields in Fall 2021
Type New Field Name Existing Field Name Previous Field Name Added or Repurposed Object
Checkbox Has Differences in Verification - - Added Group Actuals
Checkbox Has Differences in Verification - - Added Practice Actuals
Checkbox Has Differences in Verification - - Added Project Actuals
Checkbox Has Differences in Verification - - Added Project Actuals Converted
Checkbox Has Differences in Verification - - Added Regional Actuals
Checkbox Has Differences in Verification - - Added Resource Actuals
Checkbox Respect Permission Controls - - Added Revenue Forecast Setup 
Checkbox Revenue Forecast Version Adjust - Edit Forecast Repurposed Permission Control
Checkbox Revenue Forecast Version View - View Forecast Repurposed Permission Control
Lookup - Group - - Permission Control
Lookup Opportunity - - Added Permission Control
Lookup - Region - - Permission Control
Lookup - Practice - - Permission Control
Lookup - Project - Repurposed Permission Control

When Respect Permission Controls is deselected on the active Revenue Forecast Setup object, revenue forecasting functions as previously, and permission controls are not applied on the Review Forecast Version page.

Note:

Regardless of Respect Permission Controls, PSA permission sets are still always required to view revenue forecasts and revenue forecast versions.

For more information, see the following:

PSA Navigation

From this release, when you add the FinancialForce Navigation component to a utility bar, the navigation component contains the links related to the product-specific packages installed in the org. For example, if the PSA package is installed in an org, the FinancialForce Navigation component contains the links related to PSA for an easy navigation experience by providing access to the most relevant tasks.

For more information about adding the FinancialForce Navigation component to a utility bar, see Adding the FinancialForce Navigation Component to a Utility Bar in the Foundations Help.

Enhancements in Lightning Page Layouts

We have enhanced the following Lightning record pages to provide a better user experience.

Project Record Page

We have reorganized and improved the Project record page to simplify your processes:

Resource Request Record Page

The Resource Schedule tab is now the default tab, containing the Resource Schedule component. The Resource Details tab uses contact cards to show the details and availability of the resources.

Expense Report Record Page

The Expense Report page now contains the Expense Entry component for entering expenses. The Details tab now contains only the Approval History and Expenses sections.

We have removed the Edit Expenses button from the Expenses tab. Entry and editing of expenses are now done in the Expense Entry component.

Time Entry UI Enhancements

When adding additional fields to a time entry page, you can now add dependent drop-down lists as additional fields in the timecard row and timecard notes editable sections. For more information, see Adding Additional Fields to a Timecard Line.

PSA Operations Page

The PSA Operations page has been deprecated. You can now generate missing timecards from the Calculate Missing Timecard tab available as a quick action on region, practice, or group record pages. You can also generate missing timecards from the Schedule Missing Timecard Calculation from the PSA Administration tab.

Note: If you are upgrading to this version, you will need to manually remove the PSA Operations page from your org.

For more information, see the following:

PSA Workspaces

Notes:

The Expense Entry component has been added to the following workspaces:

For more information, see:

The Quick Links for all workspaces under the Global Navigation have been renamed to Items. All the quick links in a workspace are now available under items.

Integration Hub - Work Time to PSA

From Fall 2021, we have introduced Integration Hub - Work Time to PSA which is also known as Work Time to PSA. It enables you to directly connect FinancialForce PSA and Atlassian Jira without using third-party applications. It also helps you streamline your processes so that resources using 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.

Note: The Integration Hub - Work Time to PSA Fall 2021 Extension package is not part of the FinancialForce PSA core product. Contact FinancialForce Onboarding to have the Integration Hub - Work Time to PSA Fall 2021 Extension package installed into your org. You must install the following packages before upgrading or installing:

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

Integration Hub

We have improved the existing connectors in the Fall 2021 release.

Integration Hub Connector: Concur - PSA

The following new features have been introduced in the Fall 2021 release of the Integration Hub Connector: Concur - PSA.

Concur to PSA Fields Mapping Using the Foundations Mapping Framework

From Fall 2021, the Integration Hub Connector: Concur - PSA uses the Foundations mapping framework to determine expense report and expense line mappings between objects and fields for PSA and Concur and vice-versa. The mandatory mappings are configured by default.

Use the Concur - PSA Configuration Lightning page to view default mappings, add new mappings, and overwrite default mappings instead of using the existing Feature Console mapping process in the Integration Hub. For more information, see Creating a New Field Mapping for Expenses and Expense Reports in the Integrations Help.

Notes:

Enhancements to the Integration Hub Connector: Concur - PSA Feature in the Feature Console

We have enhanced the Integration Hub Connector: Concur - PSA feature in the Feature Console to introduce an optional step that allows you to directly create Foundations configuration items for custom Concur expense and expense report fields instead of creating through Custom Metadata Types.

We recommend that you first disable the Integration Hub Connector: Concur - PSA feature in the Feature Console and enable it again to benefit from the new features included in Fall 2021. For more information, see Upgrading Concur - PSAto Fall 2021 in the Integrations Help.

For more information, see Activating the Integration Hub Connector: Concur - PSA in the Integrations Help.

Integration Hub Connector: Concur - PSA Getting Started Guide No Longer Supported

From Fall 2021, the Integration Hub Connector: Concur - PSA Getting Started Guide is no longer supported. The Integration Hub Connector: Concur - PSA documentation is now only available in the Integrations Help, rather than being delivered in a separate getting started guide PDF file.

Note: Documentation for earlier versions of the Integration Hub Connector: Concur - PSA Getting Started Guide is available on the FinancialForce Community.

Integration Hub Connector: Jira - PSA

The following new features have been introduced in the Fall 2021 release of the Integration Hub Connector: Jira - PSA.

Integration Hub Connector: Jira - PSA Getting Started Guide No Longer Supported

From Fall 2021, the Integration Hub Connector: Jira - PSA Getting Started Guide is no longer supported. The Integration Hub Connector: Jira - PSA documentation is now only available in the Integrations Help, rather than being delivered in a separate getting started guide PDF file.

Note: Documentation for earlier versions of the Integration Hub Connector: Jira - PSA Getting Started Guide is available on the FinancialForce Community.

Deprecated Managed Workspace Components

As part of our regular maintenance, in this release we have started the deprecation process for the following managed components, and replaced them with customizable components.

We have added a prefix of DEPRECATED: to the component labels to identify these components explicitly. They still function for this release, but they are scheduled to be removed in a future release.

Project Management Workspace Components

Resource Management Workspace Components

Services Forecasting Workspace Component

We have deprecated the hard coded Services Revenue Forecasting Workspace Navigation component.

Services CPQ

For this release, we have introduced the Services CPQ package, which integrates with PSA and enables you to estimate custom services work during the sales process. For more information about Services CPQ, see Services CPQ Overview in the Services CPQ Help.

To support this functionality, we have added the Project Source object. The Project Source object enables you to view the source of a project from a related list on a project record, such as if the project was created from a template. For more information, see Project Source Fields.

Fixes

Fixes are now listed on the Known Issues page of the FinancialForce Community. You can access this page from the Release Hub 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.