PSA In-App Guidance

See the table below for details of in-app guidance contained in PSA.

In-App Guidance in PSA

Name

App

Tab

Type

Active

Created

Last Updated
DEPRECATED: Add Project Tasks From Template PSA Projects (Record) Tutorial No Fall 2020 N/A
Adding a Project Billing Cap PSA Projects (List) Tutorial No Fall 2020 N/A
Approve or Reject Timecards PSA Approve Multiple Timecards Tutorial No Fall 2020 N/A
Assignment Rescheduling PSA Assignment (Record) Tutorial No Spring 2021 N/A
DEPRECATED: Billing Forecasting - Running a Forecast PSA Billing Forecast Calculations (List) Tutorial No Fall 2020 N/A
DEPRECATED: Billing Forecasting - Setting up Billing Forecasts PSA Billing Forecast Setup Tutorial No Fall 2020 N/A
DEPRECATED: Billing Forecasting - Setting up Forecast Curves PSA Billing Forecast Curves (List) Tutorial No Fall 2020 N/A
DEPRECATED: Billing Forecasting - Viewing a Forecast and Overrides PSA Billing Forecast Calculation (Record) Tutorial No Fall 2020 N/A
DEPRECATED: Change Requests PSA Opportunities (Record) Tutorial No Spring 2021 N/A
Closing Assignments PSA Projects (Record) Tutorial No Spring 2021 N/A
DEPRECATED: Concurrent Billing Processes PSA Billing Event Generation Tutorial No Fall 2020 N/A
Create Project PSA Create Project Tutorial No Fall 2020 Spring 2022
Create Project - Redirect PSA Create Project Tutorial No Fall 2020 Spring 2022
Create Rate Card Sets PSA Rate Card Set (List) Tutorial No Spring 2021 N/A
Expense Creation and Submission PSA Expense Report (List) Tutorial No Fall 2020 Spring 2022
DEPRECATED: Gantt Usability Improvements PSA Gantt Tutorial No Fall 2020 N/A
Generating Billing Events PSA Projects Awaiting Billing Tutorial No Spring 2022 Summer 2022
Generating Billing Events - Redirect PSA Billing Event Generation Tutorial Yes Spring 2022 N/A
Mass Approval Expense Report Approvals VF PSA Approve Multiple Expense Reports Tutorial No Spring 2021 N/A
Mass Approval Expense Report VF PSA Expense Reports (List) Tutorial No Spring 2021 N/A
Mass Approval Timecards Approvals VF PSA Approve Multiple Timecards Tutorial No Spring 2021 N/A
DEPRECATED: Mass Approval Timecards VF PSA Timecards (List) Tutorial No Spring 2021 N/A
Multiple Expense Entry PSA Multiple Expense Entry UI Tutorial No Fall 2020 Spring 2022
Project Billing PSA Projects (Record) Tutorial No Spring 2021 N/A
DEPRECATED: Project Team Schedule PSA Projects (Record) Tutorial No Fall 2021 N/A
Project Template Actions PSA Projects (Record) Tutorial No Spring 2021 N/A
DEPRECATED: Project Template LP PSA Opportunities (Record) Learning Path No Spring 2021 Spring 2023
DEPRECATED: Project Template LP CPFT PSA Create Project From a Template Learning Path No Spring 2021 Spring 2023
Rate Card Set Discount PSA Projects (Record) Tutorial No Spring 2021 N/A
Release Overview PSA Home Tutorial Yes Fall 2020 Spring 2023
Resource Optimizer PSA Resource Optimizer Tutorial No Spring 2022 Winter 2023
Resource Request Sets PSA Resource Requests (List) Tutorial No Spring 2021 N/A
Resource Requests Page PSA Resource Requests (Record) Tutorial No Fall 2020 Summer 2022
Resource Skills Component PSA Skills Matrix Tutorial No Fall 2021 N/A
Revenue Forecasting - Reviewing a Forecast Version PSA Review Forecast Version Tutorial No Winter 2021 N/A
Revenue Forecasting - Setting up Revenue Forecasts PSA Revenue Forecast Setup Tutorial No Winter 2021 Winter 2023
Revenue Forecasting for Opportunities PSA Opportunities (List) Tutorial No Fall 2020 N/A
Services Billing PSA Projects Awaiting Billing Tutorial No Fall 2021 N/A
Services Billing - Redirect PSA Billing Events (Record) Tutorial Yes Spring 2022 N/A
Time Entry Lightning Component PSA Time Entry Tutorial No Fall 2020 Spring 2022