Setting up the PSA Mobile Application

The PSA Mobile application enables you to access data on the go. Use it for time entry, expense entry, and viewing weekly summary from your phone.

The PSA mobile app allows you to do the following:

  • Enter Expense
  • Enter Time
  • Weekly Summary
  • Work Opportunity Hub
Tip:

To use the PSA mobile application, you must have the PSA - Mobile permission set assigned.

To use this functionality, you must assign the PSA - Mobile permission set and the following functional area permission sets to the users:

  • Enter Expense tab
    • PSA - Enter Expenses Against Projects and Assignments
    • PSA - Enter Expenses Against Milestones
  • Enter Time tab
    • PSA - Enter Time Against Projects and Assignments
    • PSA - Enter Time Against Milestones
    • PSA - Enter Time Against Task
  • Weekly Summary tab
    • PSA - My Weekly Summary
  • Work Opportunity Hub tab
    • For resource managers: the PSA - Manage Self-Nominations on Work Opportunities permission set
    • For resources: PSA - Self-Nominate for Work Opportunities permission set, and Read permission on the Resource Skill Request and Skill or Certification Rating objects

For more information on permission set groups and permission sets, see Permission Sets and Other Technical Documentation and click Permissions.