Customizing the Services Billing Workspace

Professional Services Cloud

You can customize your workspace using Lightning App Builder as follows:

To rearrange or swap components on your workspace page, edit the workspace layout.
To add the custom alerts and counts on your workspace page, see Customizable Lightning Components Overview.

For more information about the Lightning App Builder, see the Salesforce Help.

Concepts

PSA Workspaces Overview

Project Management Workspace Overview

Project Management Workspace

Resource Management Workspace Overview

Resource Management Workspace

Services Revenue Forecasting Workspace Overview

Services Revenue Forecasting Workspace

Services Billing Workspace Overview

Services Billing Workspace

Services Delivery Workspace Overview

Services Delivery Workspace

Tasks

Setting up the Project Management Workspace

Setting up the Resource Management Workspace

Setting up the Services Revenue Forecasting Workspace

Customizing the Project Management Workspace

Customizing the Resource Management Workspace

Customizing the Services Revenue Forecasting Workspace

Setting up the Services Billing Workspace

Setting up the Services Delivery Workspace

Customizing the Services Delivery Workspace