Creating Miscellaneous Adjustments

Professional Services Cloud
Notes:
  • The main procedure is for users of record pages supplied by Certinia from Fall 2020.
  • From Fall 2020, if you are not using the pages supplied by Certinia, your administrator can add the PSA Actions: Project Financials component to the project record page.

To create a miscellaneous adjustmentClosed:

  1. On a project record, click Actions | Project Financials | New Miscellaneous Adjustment. The New Miscellaneous Adjustment window opens.
  2. Complete the fields described in Miscellaneous Adjustment Fields.
  3. Click Save.

    The miscellaneous adjustment is applied to the projectClosed and related RPGClosedroll-upCloseds.