Setting up Accounts and Opportunities

PSA extends the native Salesforce Account and Opportunity objects. You can:

Create a billing event batch A group of billing events, budget An amount used to manage expenditure on customer purchase orders, internal budgets, outbound vendor purchase orders and work orders. A budget must be associated with a project., project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets., rate card Suggested bill rate or average cost rate for a resource role in a region, practice or group. You can use these rates for information purposes in resource requests. and change requests from an account.
Create a project, resource request A means of asking for resources for a project or an opportunity. and budget from an opportunity.
Add custom fields to calculate the value of services on an opportunity.
Use an attach rate that represents the ratio between the revenue from products to revenue from services for that product.

Additionally, PSA automatically associates opportunities with the RPG Closed Abbreviation of region, practice, group. hierarchy, and distinguishes revenue sources between products and services.

Creating an account in the context of PSA is the same as creating an account in Salesforce. Once you have created the account, users can create and view certain PSA data related to the account on the related lists.

When you create an opportunity, you can add PSA data related to the account for PSA customers.