PSA Features by Release

Features added to PSA by release.

Features, tasks, and topics introduced to PSA by release. Where is the version when introduced.

Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020

Winter 2021

Spring 2021

Fall 2021

Spring 2022

Summer 2022

Winter 2023

 Spring 2023
Actuals Display Project Actuals in Alternate Currencies ProjectConversionCurrencies                                  
Assign Multiple Resources to Projects Assign multiple resources to a project. Update scheduling strategies for assignments Assigning Multiple Resources to Projects                                  
Default RPG fields from project in the Filter Options section To assign multiple resources to a project:                                  
Assignments Create Assignments in Planners Creating Assignments                                  
Calculate Future Scheduled Hours Calculating Future Scheduled Hours                                  
Roles Copied when Generating Assignments from Project Tasks Creating Assignments from Project Tasks                                  
Enhanced Assignment Name Creation Process Assignment Settings                                  
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023 Spring 2023
Billing Customize Columns and Filters on Project and Account Billing Billing Settings                                  
Project Billing Redesign (Lightning) Pilot Generating Billing Events for a Project                                  
Project Billing Redesign (Lightning) Generating Billing Events for a Project                                  
Billing Events Concurrent generation of billing events Billing Event Generation Tab                                  
Concurrent release of billing events                                  
Automatically Cap Project Billing Tracking Projects Against a Billing Cap                                  
Concurrent Generation and Release of Billing Events Billing Event Generation Tab                                  
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023 Spring 2023

Task-Based Resourcing

(Bottom-Up Planning)

 Divide Resource Requests by Custom Attributes pta_fieldset_to_split _resource_request                                  
Divide Resource Requests by Gap Creating Resource Requests from Project Tasks                                  
Generate Assignments and Held Resource Requests Creating Assignments from Project Tasks
Creating Resource Requests from Project Tasks 		                                 
Edit Assignments or Resource Requests before generating from Project Task Assignments  Creating Resource Requests from Project Tasks

Generate Resource Requests, Held Resource Requests or Assignments from Project Tasks Fields

Creating Assignments from Project Tasks

                                 
General change of terminology to Task-Based Resourcing across topics Many topics                                  
Improved Calculations and Reporting of Project Task Actual Hours Task Management Settings

Project Task Fields

PSA Administration

                                 
Improved Scheduling When Project Tasks Are Changed

Configuring Task-Based Resourcing

Task Management Settings

Task-Based Resourcing Overview

Creating Resource Requests from Project Tasks

Creating Assignments from Project Tasks

                                 
Task-Based Scheduling of Held Resource Requests Creating Resource Requests from Project Tasks                                  
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023 Spring 2023
Customer Engagement Link projects to engagement records Engagements                                  
Desktop Apps View information specific to individual business roles. PSA Desktop Apps Overview                                  
External Calendars Integration with PSA (Pilot) Create events in external calendars to keep a check on the Project Task Assignments and Assignments. Setting up External Calendars                                  
Foundations Integration with Foundations Foundations Integration                                  
Create a PSA Resource from a Third-Party HCM Application

Third-Party Integrations with PSA

Setting up Third-Party HCM to PSA Resource Integration

                                 

Create a PSA Assignment from a Third-Party HCM Application

Third-Party Integrations with PSA

Setting up Third-Party HCM to PSA Assignment Integration

                                 
Create Billing Documents for Billing Events Billing Events Integration Overview                                  
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023 Spring 2023
Estimates Versus Actuals Generate Estimates Versus Actuals for Held Resource Requests Estimates Versus Actuals                                  
Stamp the Project Currency Exchange Rate Value on EVAs Project Currency Exchange Rate                                  
Expenses Create and submit expenses incurred on projects for approval Expense Reports                                  
Replacement of File Type for Notes and Attachments Editing Expenses and Attaching and Combining Receipts                                  
Feature Console Activate specific features, and keep up-to-date with the latest PSA version.  Feature Console                                  
Forecasting Billing Forecasting Billing Forecasting Overview                                
Revenue Forecasting Revenue Forecasting Overview                                  
Scheduling Revenue Forecasts Scheduling Revenue Forecasts                                  
Scheduling Revenue Forecast Versions Scheduling Revenue Forecast Versions                                  
Reviewing Revenue Forecast Versions Reviewing Revenue Forecast Versions                                  
Adjusting Revenue Forecast Versions Adjusting and Locking a Revenue Forecast Version                                  
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023 Spring 2023
Gantt Gantt overview Gantt Overview                                  
Milestone integration Using Milestones in Gantt                                  
Points fields column logic Field Relationships for Gantt Columns                                  
Time Zone view Using Time Zones in Gantt                                  
Critical path Using Critical Path in Gantt                                  
Resolve dependencies Resolve Dependencies                                  
Adjust tasks based on project start date Gantt Preferences                                  
Custom settings Configuring Gantt Custom Settings                                
Usability improvements Gantt Buttons, Controls, and Fields                                  
Task Editor                                  
Automatic reload on save Gantt Preferences                                  
Default for new installs Gantt Setup and Security                                  
Project row and task visibility in View mode Assigning Gantt Permissions and Controlling Sharing Access                                  
View project tasks in Gantt format from the project record without opening Gantt

Setting up the Project Gantt Lightning Component

Viewing Gantt from a Project Record

                                 
Financial Insights on Project Tasks and Project Task Assignments Setting up Financial Information on Project Tasks

Gantt Buttons, Controls, and Fields

                                 
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023 Spring 2023
Integration Hub Integration Hub Connector: Concur - PSA Integration Hub Connector: Concur - PSA                                  
Integration Hub Connector: Jira - PSA Integration Hub Connector: Jira - PSA                                  
Intelligent Staffing Use Intelligent Staffing to staff a resource request Intelligent Staffing for a Resource Request                                  
Weighting Custom Filters and Worked With Customer Filter Resource Search Service Settings                                  
Prioritizing Attributes Used to Rank Resources Resource Search Service Settings                                  
Lightning Actions

Update Resource Requests

 Updating Resource Requests                                  
Assign Resource To Project Assigning Multiple Resources to Projects                                  
Generate Billing Events Generating Billing Events for a Project                                  
Add Project Tasks from Template Adding Project Tasks from a Template                                  
Create Project Creating a Project from an Existing Project or a Template

Creating a Project from an Opportunity

                                 
Create Version Creating Project Versions and Baselines                                  
Compare Version Comparing Project Versions                                  
Delete Version Deleting Project Versions                                  
Calculate Utilization Calculating Utilization                                  
Calculate Time Variance Generating a Time Variance Calculation                                  
Calculate Backlog Calculating Backlog                                  
Revert Billing Reverting Billing                                  
Recalculate Billing Recalculating Billing Events                                  
Zero Schedule Assignments and Schedules Overview                                  
Cascade Delete Cascade Deleting a Category                                  
Assign Multiple Resources to Project Assigning Multiple Resources to Projects                                  
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023 Spring 2023
Lightning App Pages PSA Administration PSA Administration                                  
Lightning Components PSA Resourcing Using the Resourcing Lightning Component                                  
PSA Resource Filter Using the PSA Resource Filter Lightning Component                                  
Staff Resource Requests in a Lightning Page Lightning Resource Request Components Overview                                  
PSA Time Entry Using the Time Entry Component                                  
PSA Line Manager Work Planner Work Planners Overview                                  
PSA Link Assignment to Milestones Linking Assignments to Milestones                                  
PSA Link Assignment to Project Methodologies Linking Assignments to Project Methodologies                                  
PSA Link Assignment to Project Phases Linking Assignments to Project Phases                                  
PSA Link Milestone to Assignments Linking Milestones to Assignments                                  
PSA Link Project Phase to Assignments Linking Project Phases to Assignments                                  
PSA Link Project Methodology to Assignments Linking Project Methodologies to Assignments                                  
PSA Edit Assignment Schedule Editing and Rescheduling Assignment Schedules                                  
PSA Link Rate Card Set To Rate Cards Linking Rate Card Sets to Rate Cards                                  
PSA Contact Card Contact Card Lightning Component Overview                                  
PSA Manage Skills and Certifications Setting up the Manage Skills and Certifications Lightning Component                                  
PSA Mass Approval

Approving and Rejecting Multiple Expense Reports

Approving and Rejecting Multiple Timecards 		                                 
PSA My Weekly Summary My Weekly Summary                                  
PSA Resource Work Planner Work Planners Overview                                  
PSA Resource Self-Nomination

Setting up the Work Opportunities Hub

Managing Self-Nominations for Work Opportunities 		                                   
PSA Resource Schedule Resource Schedule Overview                                  
PSA Expense Entry Using the Expense Entry Lightning Component                                  
PSA Project Gantt Viewing Gantt from a Project Record                                  
PSA Project Manager Work Planner Work Planners Overview                                  
PSA Project Team Schedule Project Team Schedule Overview                                  
PSA Records: Projects Awaiting Billing Projects Awaiting Billing Tab                                  
PSA Records: Billing Events Awaiting Release Billing Events Awaiting Release Tab                                  
PSA Records: Billing Events Awaiting Invoicing Billing Events Awaiting Invoicing Tab                                  
PSA Records: Billing Events Awaiting Invoicing Invoiced Billing Events Tab                                  
PSA Summaries: Billing Events Awaiting Release Billing Events Awaiting Release Tab                                  
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023 Spring 2023
Milestones Stamp the Project Currency Exchange Rate Value on Milestones Project Currency Exchange Rate                                  
Mobile Expenses in the Salesforce Mobile App Configure Mobile Expenses Configuring Mobile Expenses in the Salesforce Mobile App                                  
Mobile Workspaces Configure Workspaces in Mobile Setting up Workspaces in Mobile                                  
Opportunities Discounts on Rate Cards Rate Card Percentage Discount

Rate Card Discount Limit

                                 
Create a Project from an Opportunity Creating a Project from an Opportunity                                  
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023 Spring 2023
Projects Create a Project from a Template About Project Templates                                  
Create a Project from an Existing Project or a Template Creating a Project from an Existing Project or a Template                                  
Create a Project from an Opportunity Creating a Project from an Opportunity                                  
Project Variance Viewing Project Variance                                  
Generate Assignments and Resource Requests for Tasks with Zero Estimated Hours Creating Assignments from Project Tasks

Configuring Task-Based Resourcing

                                 
Copy Risks From Project Templates

Creating a Project from a Template

Copying Information from a Project Template

Risks

                                 
Add Services Opportunity Products as Milestones

Copying from Project Template Fields

Create Project from Template Fields

                                 
Services Products in Opportunity Cost and Revenue Summary Custom Opportunity Fields                                  
Track Projects Against a Billing Cap Adding Project Tracking to the Project Detail Layout

Tracking Projects Against a Billing Cap

                                 
Field Set Support for Milestones from Opportunity Products Project Configuration Group Options and Custom Settings                                  
Add Assignments from Template Adding Assignments from a Template                                  
Add Milestones from Template (Lightning) Adding Milestones from a Template                                  
Add Tasks from Template - Schedule to a target end date Adding Project Tasks from a Template                                  
Add Resource Requests from Template (Lightning) Adding Resource Requests from a Template                                  
Add Records to a Project from an Existing Project or Project Template Adding Records from a Template                                  
Manage Project Staffing from PTAs in Lightning - Resource requests Creating Resource Requests from Project Tasks                                  
Starting and Completing Multiple Project Tasks Starting or Completing Multiple Project Tasks

Project Task Fields

                                 
Assignments Summary and Unfilled Resource Requests Reports Viewing Reports                                  
Viewing Gantt from a Project Record

Setting up the Project Gantt Lightning Component

Viewing Gantt from a Project Record

                                 
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023 Spring 2023
Project Versioning and Baselines Project Versioning and Baselines Project Versioning and Baselines                                  
Project Task Gantt Alert Indicators in Project Task Gantt Alerts - Task dates - Milestone

Alerts - Task dates - Project

Alerts - Task dates - PTA dates

Alerts - Task hours - PTA hours

                                 
Apply Dependency Rules About Task Dependency Relationships and Lag                                  
Custom Columns Custom Columns Overview

Configuring Custom Columns

                                 
Set Custom Preferences in Project Task Gantt Project Task Gantt Custom Preferences                                  
Display Project Task Assignments in Project Task Gantt Project Task Gantt Overview                                  
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023 Spring 2023
Resource and Project Planners Create Assignments in Planners Creating Assignments                                  
Display Resource Availability in Resource Planner Resource Availability                                  
Set Custom Preferences in Planners Resource and Project Planners Custom Preferences                                  
Customizable Tooltips in Planners Customizing Tooltips in the Resource and Project Planners                                  
Multiple Skill Filter Support in Planner Filters Filtering Resources or Projects                                  
Rapid Edit of Schedules in Planners Rapid Edit Overview

Editing in the Timeline

                                 
Configure Thresholds in the Resource Planner Summary Bar Resource Summary Color Code                                  
View Resources in Planners Searching for Resources                                  
Color Coding Customizing Colors in the Resource and Project Planners                                  
Additional Icons Added to Planners Timeline Icons                                  
Create and save multiple groups of filters Managing Saved Filters                                  
Load Resource Planner to Show Only Active Resources Accessing Planners                                  
Filter Tab in Preferences Page Resource and Project Planners Custom Preferences                                  
Filter on Skill Sets Skill Sets                                  
Load, preview, and Create Assignments from Resource Requests

Loading Resource Requests into the Resource Planner

Previewing and Creating Assignments When Viewing Resource Requests

Previewing a Resource Request as an Assignment

                                 
Pin and Unpin Multiple Resources or Projects Pinning and Unpinning Resources or Projects                                  
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023 Spring 2023
Resource Optimizer Match resources to multiple requests on a project. Resource Optimizer for Resource Requests                                  
Resource Requests Use resource requests to ask for resources before the start of a project Resource Requests Overview                                  
Skill Sets Creating Resource Requests                                  
Add Multiple Skills to Resource Requests Using Skill Sets Managing Resource Skill Requests on Resource Requests                                  
Comparing Resources Comparing Resources                                  
Pinning Resources Pinning Resources                                  
Auto-Assign Creating Resource Requests                                  
Risks and Issues Issues Issues                                  
Risks Risks                                  
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023 Spring 2023
Services Billing

Projects Awaiting Billing tab

 Projects Awaiting Billing Tab                                  
Billing Events Awaiting Release tab Billing Events Awaiting Release Tab                                  
Billing Events Awaiting Invoicing tab Billing Events Awaiting Invoicing Tab                                  
Invoiced Billing Events tab Invoiced Billing Events Tab                                  
Scheduling billing event generation Projects Awaiting Billing Tab                                  
Custom field sets Customizing Columns and Filters for Services Billing Tabs                                  
Viewing and reverting billing event items Billing Events Awaiting Release Tab                                  
Time period filter Projects Awaiting Billing Tab                                  
Combining billing events Billing Events Awaiting Release Tab                                  
Account Billing for single accounts Projects Awaiting Billing Tab                                  
Project Billing for single projects Projects Awaiting Billing Tab                                  
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023 Spring 2023
Shield Platform Encryption Support for Salesforce's Shield Platform Encryption feature Shield Platform Encryption                                  
Contact Name field encrypted Encrypted Contact Name                                  
Account Name field encrypted Encrypted Account Name                                  
Shift Management Shift Management Shift Management                                  
Copy Team Schedules Copying a Team Schedule                                  
Swap Shifts Swapping Team Schedules                                  
Skills, Certifications, and Experience Category Levels Category                                  
Skill Sets Skill Sets Overview                                  
Manage Skills, Certifications, and Experience Managing Skills, Certifications, and Experience for Resources                                  
Mass Manage Skills and Certifications Mass Managing Skills and Certifications for Resources                                  
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023 Spring 2023
Slack Integration Integrate PSA With Slack

Overview of the PSA Slack Integration

Configuring the PSA Slack Integration

                                 
Timecards Group Timecards to Approve Approving and Rejecting Timecards Overview                                  
Limit to Task Based on Milestone Restrict Task Based On Milestone                                  
Maximum and Minimum Hours

Maximum Resource Hours Per Week

Minimum Resource Hours Per Week

                                 
Send Timecards to a Third-Party Payroll or HCM Application

PSA Timecard to Payroll Integration

Setting up PSA Timecard to Payroll Integration

                                 
Time Entry

Setting up Timecards

Accessing a Timecard Entry Page

                                 
Submit Selected Timecards Submitting Timecards for Approval                                  
Copy Tasks with Timecards from Previous Week

Copy Tasks From Previous Week

Copy Task Hours From Previous Week

                                 
Timer Component Using the Timer                                  
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023 Spring 2023
Work Opportunities Hub Work Opportunities Hub Overview Work Opportunities Hub Overview                                  
Setting up the Work Opportunities Hub Setting up the Work Opportunities Hub                                  
Managing Self-Nominations for Work Opportunities Managing Self-Nominations for Work Opportunities                                  
Expressing Interest in Upcoming Work Opportunities Expressing Interest in Upcoming Work Opportunities                                  
Work Planners

Line Manager Work Planner

Work Planners Overview

Setting up Work Planners

Using Work Planners

                                 
Project Manager Work Planner                                  
Resource Work Planner                                  
Work Planner (for Resource Managers)                                  
Workspaces Project Management Workspace Project Management Workspace Overview                                  
Resource Management Workspace Resource Management Workspace Overview                                  
Services Revenue Forecasting Workspace Services Revenue Forecasting Workspace Overview                                  
Services Delivery Workspace Services Delivery Workspace Overview                                  
Services Billing Workspace Services Billing Workspace Overview                                  
Feature Task Topic V13 V14 V15 V16 Spring 2018 Summer 2018 Fall 2018 Spring 2019 Fall 2019 Spring 2020 Fall 2020 Winter 2021 Spring 2021 Fall 2021 Spring 2022 Summer 2022 Winter 2023 Spring 2023
Utilization Analytics Utilization Analytics Overview of Utilization Analytics                                  
Utilization Calculations Filter Unheld Resource Requests from Utilization Custom Filters for Unheld RR Utilization                                  
Delete Utilization Detail and Utilization Summary Child Records in Batch Utilization Settings Utilization Calculation Fields
                                  
Exclude Data in RPGs and Sub-RPGs, Assignments, and Resource Requests from Utilization Calculations Utilization Calculations Overview                                  
Exclude Specific Timecards From Utilization Calculations Exclude from Utilization