Setting up the Delivery Tracker Component

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

  1. Add the Delivery Tracker component to an app, project, or record 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 Delivery Tracker component to.
  3. Use the properties available in the Lightning App Builder to configure the component. For more information, see Delivery Tracker Component Properties.
  4. Assign the PSA - View Forecasts permission set to users who need to view forecasting data from the Revenue Forecasts view.
  5. You also must assign your users Read permission for the relevant time period fields, to enable them to select different time periods in the Delivery Tracker Summary view. For more information on time periods, see About Time Periods, Work Calendars, and Holidays and Creating or Importing Time Periods

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

Delivery Tracker Lightning Page

The Delivery Tracker Lightning app page is available from the App Launcher, and is designed so that project managers can view:

  • Their projects, and associated hierarchies.
  • Financial information, displaying the health of their projects.

The page contains the PSA Delivery Tracker component, which fills the entire page, making it easier to view project collections and project hierarchies.

To customize the Delivery Tracker page, for example by changing the PSA Delivery Tracker component properties in the Lightning App Builder, take the following action:

  1. In the Lightning App Builder, edit the Delivery Tracker page as required.
    2. Note:

    When you edit the page for the first time, Salesforce makes a copy of it in the background. This copy is what you edit in the Lightning App Builder.

  2. Create a custom permission set that gives you access to the Delivery Tracker Lightning page that you have just created.
  3. Add your custom permission set to the Certinia - PSA - Project Manager permission set group.
  4. Add a muting permission set to the Certinia - PSA - Project Manager permission set group. This removes access to the Certinia packaged Delivery Tracker app page from the App Launcher.

For more information on how to configure the Delivery Tracker component, see Delivery Tracker Component Properties.

For more information on Lightning pages and permission sets, see the Salesforce Help.

Default Filter Behaviour

Adding Delivery Tracker to different page layouts results in differing behavior on the filter panel.

On:

  • App pages, such as the Delivery Tracker app page, your user is pre-populated in the Project Manager filter field, if your user has resources assigned to them as a project manager.
  • Record pages, the relevant record is pre-populated based upon the record page it is added to.
    For example, when the Delivery Tracker is added to a milestone's record page, the projects and hierarchies displayed are automatically filtered by that milestone.
Note:

When adding the Delivery Tracker to a project record page, the entire project hierarchy is also displayed by default.

Customizing Fields and Filters

You can customize the columns displayed in the Delivery Tracker 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 Delivery Tracker grid.
Note:

Creating a custom field set overwrites the default fields displayed in the Delivery Tracker 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 Delivery Tracker Component Fields and Buttons

You can also customize the fields available to filter by on the Delivery Tracker filter panel.

To customize your fields, you must:

  1. In Setup, create a custom field set for the Project object.
  2. Edit your current page, and select the Delivery Tracker in Lightning App Builder.
  3. In the Delivery Tracker component properties, select your custom field set in the Custom Filters field.

Your custom filters are displayed below the default filter fields, at the bottom of the filter panel.

When you add the Delivery Tracker to a custom object, your custom filter fields are displayed in the filter panel.

Notes:
  • You must have set the custom field up on the filter panel, for the filter panel to automatically populate when placed on a custom object.
  • You cannot filter by Project Actuals fields.

Your user is able to save the filter sets they use when Delivery Tracker is available on app pages, but not on record pages.

Individual (Non-Rolled-up Value) Fields

Individual, or 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 Delivery Tracker component.

The individual 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 individual 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.

Notes:
  • If you do not use individual actuals values in your org, running the required calculation process is optional. However we strongly advise that you complete this step to prevent calculations from displaying incorrectly in the future.
  • In addition to configuring individual actuals fields in the Delivery Tracker field set, users must also be assigned the required permissions to view individual actuals fields.