Setting up the Project Overview Component

For users to be able to use the Project Overview, an administrator must perform the following setup steps:

  1. Add the Project Overview component to a project page using the Lightning App Builder. For more information, see Adding Customizable Lightning Components to Certinia Lightning Pages and "Lightning App Builder" in the Salesforce Help.
  2. Ensure your users have the relevant Read permissions required for the page you add the Project Overview component to.
  3. Use the properties available in the Lightning App Builder to configure the component. For more information, see Project Overview Component Properties.
  4. Assign the PSA - View Forecasts permission set to users who need to view forecasting data from the Revenue Forecasts view.

For more information on permissions, see Permission Sets and Other Technical Documentation and click Permissions.

Customizing Fields

You can customize the columns displayed in the Project Overview grid.

To customize your columns, you must:

  1. Add your required fields from the Project object or the Project Actuals object to your custom Project field set or Project Actuals field set.
  2. Select these custom field sets in the Custom Columns Field Set property in the Lightning App Builder.
  3. Assign Read permissions to your users for the selected fields. Users who do not have Read permissions for these fields cannot view them in the Project Overview grid.
Note:

Creating a custom field set overwrites the default fields displayed in the Project Overview Grid. You must select all the fields you wish to display in your custom field sets. To display the default fields, change the Custom Columns Field Set property value to --None--.

For more information, see Project Overview Component Fields and Buttons

Non-Rolled Up Value (NRV)Fields

Non-Rolled Up Value (NRV) actuals fields enable you to view the source of the rolled-up actuals fields, and are available to be added to the Project Overview component.

The NRV Actuals fields might display incorrectly for Regions, Practices, Groups, and existing Projects.

This will occur if you are upgrading from a previous version of PSA.

To enable existing Projects and RPGs to display the correct NRV Actuals Values, you must recalculate the actuals fields used in your org. Running the Actuals Verifier will recalculate all of the actuals fields in your org. You can run the Project Actuals Recalculation if you only use Project Actuals, and the Resource Actuals Recalculation if you only use Resource Actuals fields.

We suggest running the required recalculation process outside of normal working hours.

For more information see Recalculating Actuals with the Actuals Verifier.

Note:

If you do not use NRV Actuals values in your org, this step is optional. However we strongly advise that you complete this step to prevent calculations from displaying incorrectly in the future.