PSA Lightning Components
Certinia provides PSA custom Lightning components that you can add to Lightning pages. You can also customize these components. You need permissions to access and use Certinia Lightning components.
Adding Components to a Lightning Page
For information on how to clone or create a Lightning page and add components, see the Salesforce Help.
Lightning Component Permissions
You need the following types of permission to access and use Certinia Lightning components:
- Apex class access
- Tab access
- Object
- Field
For information about the permissions required for a specific Lightning component, see the relevant help topic.
The table below provides a description of each component and where it can be added.
For more information about the Utility Bar, search for "Add a Utility Bar to Lightning Apps" in the Salesforce Help.
For more information about Experience Cloud sites, see Experience Cloud Sites Overview.
| Component Name | Description | Managed Locations |
Supported Locations |
Properties in Lightning App Builder |
|---|---|---|---|---|
| PSA Actions: Account Billing | Contains actions available for generating billing events from the Account page. | None | Account record pages | PSA Actions Lightning Component Properties |
| PSA Actions: Assignment Details | Contains actions for an assignment. | Assignment Lightning Page | Assignment record pages | |
| PSA Actions: Assignments | Contains actions to manage resource requests for a project. | Project Lightning Page | Project record pages | |
| PSA Actions: Contact Assignments | Contains actions for contact assignments. | Contact Record Page | Contact record pages | |
| PSA Actions: Expense Report Attachments | Contains actions for expense report attachments. | Expense Report Lightning Page | Expense Report record pages | |
| PSA Actions: Opportunity Financials | Contains financial actions for opportunities. | Opportunity Record Page | Opportunity record pages | |
| PSA Actions: Opportunity Revenue Forecasting | Contains revenue forecasting actions for opportunities. | Opportunity Record Page | Opportunity record pages | |
| PSA Actions: Project Billing | Contains actions to manage billing for a project. | Project Lightning Page | Project record pages | |
| PSA Actions: Project Creation | Contains actions to create projects from other projects, including templates. | Project Management Workspace | App pages | |
| PSA Actions: Project Creation | Contains actions to create projects from opportunities. | Opportunity Record Page | Opportunity record pages | |
| PSA Actions: Project Financials | Contains actions to manage project financials for a project. | Project Lightning Page | Project record pages | |
| PSA Actions: Project Planning Tools | Contains actions to manage project planning for a project. | Project Lightning Page | Project record pages | |
| PSA Actions: Project Tasks | Contains actions to manage project tasks for a project. | Project Lightning Page | Project record pages | |
| PSA Actions: Project Versioning | Contains actions to manage versioning for a project. | Project Lightning Page | Project record pages | |
| PSA Actions: Resource Request Details | Contains actions for resource request details. | Resource Request Lightning Page | Resource Request record pages | |
| PSA Actions: Resource Requests | Contains actions to manage resource requests for an opportunity. |
Opportunity Record Page |
Opportunity record pages |
|
| PSA Actions: Resource Requests | Contains actions to manage resource requests for a project. |
Project Lightning Page |
Project record pages |
|
| PSA Actions: Risks and Issues | Contains actions to manage risks and issues for a project. | Project Lightning Page | Project record pages | |
| PSA Actions: Task-Based Resourcing | Contains actions to manage task-based resourcing for a project. | Project Lightning Page | Project record pages | |
| PSA Actions: Vendor Invoice Details | Contains actions for vendor invoices. | Vendor Invoice Lightning Page | Vendor Invoice record pages | |
| PSA Administration Actions | Manage scheduled actions in PSA. |
PSA Administration |
App pages | None |
| PSA Contact Card | View resource information. | Resource Request Lightning Page |
All record pages App pages |
Contact Card Lightning Component Properties |
| DEPRECATED: PSA Create Project | Create a project.
Deprecated in Spring 2022. We recommend using the PSA Actions: Project Creation component instead. |
Create Project app page | App pages | None |
| DEPRECATED: PSA Create Project: Project Records | Display an accordion of related object records. Deprecated in Spring 2022. We recommend using the PSA Actions: Project Creation component instead. |
None | None | None |
| PSA Delivery Tracker | View projects and associated records | None |
App pages Project pages All record pages |
Delivery Tracker Component Properties |
| PSA EC Work Planner | View and update resource requests and assignments that are relevant to you. | None |
Experience Cloud sites |
Work Planner Lightning Component Properties |
| PSA Edit Assignment Schedule | Edit assignment actions on assignment records. | Assignment Lightning Page | Assignment record pages | None |
| PSA Expense Entry | Submit expenses against assignments, milestones, and tasks associated with projects. |
Assignment Lightning Page Expense Report Lightning Page Milestone Lightning Page Project Lightning Page |
App pages Experience Cloud sites Home pages All record pages Utility bars |
Expense Entry Lightning Component Properties |
| PSA Line Manager Work Planner | View and edit assignments and resource requests of resources who report directly to you. | None |
App pages Home pages |
Work Planner Lightning Component Properties |
| PSA Link Assignment to Milestones | Link an assignment to multiple milestones. | Assignment Lightning Page | Assignment record pages | None |
| PSA Link Assignment to Project Methodologies | Link an assignment to multiple project methodologies. | Assignment Lightning Page | Assignment record pages | None |
| PSA Link Assignment to Project Phases | Link an assignment to multiple project phases. | Assignment Lightning Page | Assignment record pages | None |
| PSA Link Milestone to Assignments | Link a milestone to multiple assignments. | Milestone Lightning Page | Milestone record pages | None |
| PSA Link Project Methodology to Assignments | Link a project methodology to multiple assignments. | Project Methodology Lightning Page | Project Methodology record pages | None |
| PSA Link Project Phase to Assignments | Link a project phase to multiple assignments. | Project Phase Lightning Page | Project Phase record pages | None |
| PSA Link Rate Card Set To Rate Cards | Manage linking and unlinking between a rate card set and rate cards. | Rate Card Set Record Page | Rate Card Set record pages | None |
| PSA Manage Skills and Certifications | Manage skills and certifications for resources. |
Services Delivery Workspace |
App pages Experience Cloud sites Home pages All record pages Utility bars |
None |
| PSA Manage Skills and Certifications Mobile | Manage skills and certifications on your mobile phone. | Manage Skills and Certifications tab in the PSA Mobile Application | App pages | |
|
PSA Mass Approval |
Approve or reject multiple timecards or expense reports. |
None |
App pages Experience Cloud sites Home pages All record pages Utility bars |
Mass Approval Lightning Component Properties |
| PSA Mass Approval Mobile | Approve, reject, or reassign single or multiple expense report approval requests and timecard approval requests on your mobile phone. | PSA Mobile App pages | App Pages | Mass Approval Mobile Lightning Component Properties |
| PSA Mass Manage Skills and Certifications | Manage skills and certifications for multiple resources. | Skills Management |
App pages |
Mass Manage Skills and Certifications Lightning Component Properties |
| PSA My Weekly Summary | A weekly view of the status of all your projects, assignments, and project task assignments. |
None |
App pages Experience Cloud sites Home pages All record pages Utility bars |
None |
| PSA Project Assignments Breakdown | View a project's breakdown based on assignment hours. | Project Lightning Page | Project record pages | Project Assignments Breakdown Lightning Component Properties |
| PSA Project Gantt | View project tasks and their hierarchy in Gantt format. | Project Lightning Page |
Experience Cloud sites Project record pages |
Project Gantt Lightning Component Properties |
| PSA Project Manager Work Planner | View all resources, assignments, and resource requests. | Project Management Workspace |
App pages Home pages |
Work Planner Lightning Component Properties |
| PSA Project Task Board | View and manage the status of project tasks. | Project Lightning Page |
App pages Experience Cloud sites Project record pages |
Project Task Board Lightning Component Properties |
| PSA Project Team Schedule | Manage resource requests and assignments for all resources assigned to a project. | Project Lightning Page | Project record pages | Project Team Schedule Lightning Component Properties |
| PSA Records: Projects Awaiting Billing | The grid on the Projects Awaiting Billing tab. | Projects Awaiting Billing | App pages | PSA Records: Projects Awaiting Billing Lightning Component Properties |
| PSA Records: Billing Events Awaiting Release | The grid on the Billing Events Awaiting Release tab. | Billing Events Awaiting Release | App pages | PSA Records: Billing Events Awaiting Release Lightning Component Properties |
| PSA Records: Billing Events Awaiting Invoicing | The grid on the Billing Events Awaiting Invoicing tab. | Billing Events Awaiting Invoicing | App pages | PSA Records: Billing Events Awaiting Invoicing Lightning Component Properties |
| PSA Records: Invoiced Billing Events | The grid on the Invoiced Billing Events tab. | Invoiced Billing Events | App pages | PSA Records: Invoiced Billing Events Lightning Component Properties |
| PSA Resource Filter | Filter a list of resources based on search criteria. | Resource Request Lightning Page | All record pages | Resource Filter Lightning Component Properties |
| PSA Resource Optimizer | Optimize the allocation of resources to resource requests. | Resource Optimizer | App pages | Resource Optimizer Lightning Component Properties |
| PSA Resource Optimizer Panel | View resource details on the Resource Optimizer page. | Resource Optimizer | App pages | Resource Optimizer Panel Lightning Component Properties |
| DEPRECATED: PSA Resource Schedule |
Manage resource requests and assignments for all resources. Deprecated in Spring 2024. We recommend that you use the new PSA Resourcing component. |
Resource Request Lightning Page | Resource Request record pages | Resource Schedule Lightning Component Properties |
| PSA Resource Self-Nomination | View and express interest in upcoming work. | None |
App pages Experience Cloud sites Home pages Salesforce My Profile page |
None |
| PSA Resource Work Planner | View and edit your assignments and resource requests. | None |
App pages Home pages |
Work Planner Lightning Component Properties |
| DEPRECATED: PSA Resourcing |
Select suitable resources and perform resourcing actions. Deprecated in Spring 2024. We recommend that you use the new PSA Resourcing component. |
Resource Request Lightning Page | Resource Request record pages | Resourcing Lightning Component Properties |
| PSA Resourcing | Select suitable resources and perform resourcing actions. | Resource Request Lightning Page | Resource Request record pages | Resourcing Lightning Component Properties |
| PSA Summaries: Billing Events Awaiting Release | The summary cards on the Billing Events Awaiting Release tab. | Billing Events Awaiting Release | App pages | PSA Summaries: Billing Events Awaiting Release Lightning Component Properties |
| PSA Time Entry | Submit timecards against assignments, milestones, and tasks associated with projects. |
Assignment Lightning Page Milestone Lightning Page Project Task Lightning Page Project Lightning Page |
App pages Experience Cloud sites Home pages Record pages Utility bars |
Time Entry Lightning Component Properties |
| PSA Timer | Record timer sessions against assignments, and sync these sessions to timecards. | None |
App pages Experience Cloud sites Home pages Record pages Utility bars |
Timer Lightning Component Properties |
| PSA Utilization Administration Actions | Create or manage your current active utilization setup. | PSA Administration | App pages | None |
| Delete all utilization results within a specified time period. | ||||
| Schedule a utilization run. | ||||
|
View utilization results. |
||||
| PSA View RPG Hierarchy | View the Region, Practice, and Group hierarchy. |
Group Lightning Page Practice Lightning Page Region Lightning Page |
Group record pages Practice record pages Region record pages |
None |
| PSA Work Event Calendar | View and manage work events. | None | Project record pages | None |
| PSA Work Planner | View and update all resource requests and assignments. | Work Planner |
App pages Home pages |
Work Planner Lightning Component Properties |