Customizing Page Layouts

The Salesforce Help topic "Customizing Page Layouts" describes how to customize your standard Salesforce and custom page layouts to include custom sections, fields, buttons and related lists. We recommend that you use the enhanced page layout editor for this task.

The PSA managed package includes the following predefined custom page layouts:

  • Log a Timecard - New UI
  • Time Entry
  • Project Planner
  • Project Planner (PM)
  • Resource Planner
  • Self-Assignment

Customizing Objects

To customize an object:

  1. From Setup, click Customize.
  2. Click the tab you want to customize in the Customize section. Objects to customize include:
    • Contact
    • Opportunity
    • Account
    • Project
    • Billing Event, Billing Event Batch, and Billing Event Item
    • Region/Practice/Group
    • Backlog
    • Schedule

Customizing the Contacts Object

To customize the contacts object, save the Contact Layout as Resource Layout and customize the Resource layout.

You can customize the Contacts object with the following general purpose fields:

Field API Name
Default Cost Rate pse__Default_Cost_Rate__c
Default Cost Rate is Daily Rate pse__Daily_Default_Cost_Rate__c
Exclude From Missing Timecards pse__Exclude_From_Missing_Timecards__c
Exclude From Time Variance Calculations pse__Exclude_From_Time_Variance__c
External Resource pse__External_Resource__c
Group pse__Group__c
Is Resource pse__Is_Resource__c
Is Resource Active pse__Is_Resource_Active__c
Last Date pse__Last_Date__c
Practice pse__Practice__c
Region pse__Region__c
Resource Role pse__Resource_Role__c
Salesforce User pse__Salesforce_User__c
Start Date pse__Start_Date__c
Work Calendar pse__Work_Calendar__c

You can customize the Contacts object with Current Time Period Fields. Add these fields to a separate section.

Field Description
Action: Update Current Time Period pse__Action_Update_Current_Time_Period__c
Current Time Period pse__Current_Time_Period__c
Current Time Period End Date pse__Current_Time_Period_End_Date__c

You can customize the Contacts object with the following actuals fields. Add these fields to a separate section.

Field API Name
Billable Hours (External) pse__Billable_External_Hours__c
Billable Hours (Internal) pse__Billable_Internal_Hours__c
Billed pse__Billed__c
Billings pse__Billings__c
Bookings pse__Bookings__c
Credited Hours pse__Credited_Non_Billable_Internal_Hours__c
Excluded Hours pse__Excluded_Hours__c
Exclude from Resource Planner pse__Exclude_from_Resource_Planner__c
Exclude From Time Calculations pse__Exclude_From_Time_Calculations__c
Expense Budget pse__Expense_Budget__c
Expense Costs pse__Expense_Costs__c
External Costs pse__External_Costs__c
Internal Budget pse__Internal_Budget__c
Internal Costs pse__Internal_Costs__c
Invoiced pse__Invoiced__c
Margin pse__Margin__c
Non-Billable Hours (External) pse__Non_Billable_External_Hours__c
Non-Billable Hours (Internal) pse__Non_Billable_Internal_Hours__c
Other Costs pse__Other_Costs__c
Pass-Through Billings pse__Pass_Through_Billings__c
Pre-Billed pse__Pre_Billed__c
Revenue pse__Revenue__c
Total Costs pse__Total_Costs__c

You can customize the Contacts object with the following utilization field. Add this field to a separate section in the layout.

Field API Name
Utilization Target pse__Utilization_Target__c

You can add the following buttons on the custom detail page:

  • Calculate Utilization
  • Resource Planner

You can add the following related lists to the Contacts tab:

  • Assignments (add custom list button Assign Multiple Projects)
  • Backlog Calculations
  • Billing Events (Billing Contact)
  • Est Vs Actuals (Project Manager)
  • Est Vs Actuals
  • Expense Reports
  • Expenses
  • Permission Controls
  • Project Task Assignments
  • Resource Actuals (power user layouts only) (hide New button)
  • Resource Changes (power user layouts only)
  • Resource Requests
  • Skill and Certification Ratings
  • Timecard Splits
  • Timecards
  • Utilization Calculations (power user layouts only) (hide New button)
  • Utilization Details (power user layouts only) (hide New button)
  • Vendor Invoice Items

Customizing the Opportunity Layout

You can customize the Opportunity object with the following general purpose fields:

Field API Name
Group pse__Group__c
Is Change Request pse__Is_Change_Request__c
Is Parent Opportunity Services pse__IsParentOpportunityServices__c
Is Services Opportunity pse__Is_Services_Opportunity__c
Parent Opportunity pse__Parent_Opportunity__c
Practice pse__Practice__c
Pre-Billed Amount
Currency(16, 2) 		pse__Pre_Billed_Amount__c
Note:

Do not add the identically-named field below.
[OBSOLETE]
Pre-Billed Amount
Currency(18, 0) 		pse__PreBilledAmount__c
Note:

This field is deprecated. If you are installing PSA for the first time, do not include this field in the layout.
Primary Project pse__Primary_Project__c
Region pse__Region__c
Services Attached % From Products pse__Services_Attached_Percent_From_Products__c
Services Attached From Products pse__Services_Attached_From_Products__c

You can add the following related lists to the Opportunities object:

  • Projects. Add custom list buttons: Create Project, Create Project From Template, and Project Planner. Remove the New button.
  • Resource Requests. Add custom list buttons: Request Resources and Add Resource Requests From Template. Remove the New button.
  • Budgets.
  • Revenue Forecasts. Add the Run Revenue Forecast button.
  • Revenue Forecast Batch Logs.
  • Revenue Forecast Batch Status.

Adding the Opportunity Cost and Revenue Summary Visualforce Page

If you want to use the Opportunity Cost and Revenue Summary, you can add it to your Opportunity page layout.

To add the Cost and Revenue Summary:

  1. On an opportunity, click Edit Layout. Using Lightning ExperienceClosedOn an opportunity, click and select Edit Object, then navigate to Page Layouts and click Opportunity Layout.
  2. Click Opportunity Layout | Fields.
  3. Drag the Section field to where you want it to display on your Opportunity page layout.
  4. In the Section Properties popup, enter a name in the Section Name field, for example, Cost and Revenue Summary, and select the 1-Column radio button in the Layout section.
  5. Click OK.
  6. Select Opportunity Layout | Visualforce pages and drag OpportunityCostAndRevenueSummary on to your new section.
  7. Click Save.

Customizing the Account Layout

On the Accounts object you can add the following related lists:

  • Billing Event Batches (power user layouts only). Hide the New button.
  • Budget Headers.
  • Budgets.
  • Miscellaneous Adjustments.
  • Projects. Add custom list buttons: Create Project and Create Project From Template.
  • Rate Cards (power user layouts only).
  • Vendor Invoices.
  • Vendor Milestones.

You can also add the Create Change Request button to the page layout; however, this is normally excluded by default.

Customizing the Home Page Layout

Note:

If your organization has switched to the Salesforce Lightning Experience, the PSE Links sidebar no longer displays.  You must assign PSA tabs for users or profiles to display PSA tabs in the Lightning Experience App Launcher. For more information, see the "App Launcher" discussion in Salesforce documentation.

The PSE Links home page component contains links to pages within PSA that allow you to carry out key actions, such as logging timecards, creating projects from templates or approving multiple expenses. You can add the PSE Links component to the home page. You can define which links you want to show in PSE Links. You can define the order of the links.

Users cannot access these links by clicking the plus icon (+) to view all available tabs, so it's important that you add the component to the common home page layout. For more information about customizing the home page, see the "Design Home Page Layouts" topic in the Salesforce Help.

To add the PSE Links component to the home page layout:

  1. From Setup, click Customize | Home | Home Page Layouts.
  2. Click the name of the home page layout that you want to edit.
  3. Click Edit.
  4. Select the PSE Links checkbox in the Select Narrow Components to Show section.
  5. Click Next.
  6. Define the order of the components and click Save.

To create a custom PSE Links component:

  1. From Setup, click Customize | Home | Home Page Components.
  2. In Home Page Components, under Custom Components, click New | Next.
  3. Type a name for the new custom component.
  4. Select the Links Type radio button and click Next.
  5. Use Add and Remove to move links to the Custom Links to Show section.
  6. Define the order of the links in Custom Links to show using Up and Down.
  7. Click Save.
  8. Add the new custom component to your chosen home page layouts.
  9. [Optional] Remove the default PSE Links component from your chosen home page layout.

Customizing the Project Layout

If you want to display actuals in a currency converted from the project currency, you can add the following related list:

  • Project Actuals Converted. Remove the New button

For more information, see Displaying Project Actuals in Alternate Currencies.

If you want to display billing event calculations, you can add the following related list:

  • Billing Event Calculation. Remove the New button

If you offer the ability to take versions of projects, to create a static data capture of project data, you can add the following button to the Project layout:

  • New Project Version

You can then add the following related list:

  • Managed Versions. Remove the New button. Add the New Project Version and Compare Version buttons.

If you are using Services Forecasting, you can add the following related lists:

  • Revenue Forecasts. Add the Run Revenue Forecast button.
  • Revenue Forecast Batch Logs.

Adding the Project Cost and Revenue Summary Visualforce Page

If you want to use the Project Cost and Revenue Summary, you can add it to your Project page layout.

To add the Cost and Revenue Summary:

  1. On a project, click Edit Layout. Using Lightning ExperienceClosedOn a project, click and select Edit Object, then navigate to Page Layouts and click Project Layout.
  2. Click Project Layout | Fields.
  3. Drag the Section field to where you want it to display on your Project page layout.
  4. In the Section Properties popup, enter a name in the Section Name field, for example, Estimated Cost and Revenue Summary, and select the 1-Column radio button in the Layout section.
  5. Click OK.
  6. Select Project Layout | Visualforce pages and drag ProjectCostAndRevenueSummary on to your new section.
  7. Click Save.

Adding the Project Variance Fields

You can customize the Project object with the following Project Variance fields. Add these fields to a separate Project Variance section.

Field API Name
Estimated Hours at Completion Estimated_Hours_at_Completion__c
Hours Cut Off Date Hours_Cut_Off_Date__c
Percent Hours Complete Percent_Hours_Complete__c
Scheduled Hours Remaining Scheduled_Hours_Remaining__c
Total Submitted Hours Total_Submitted_Hours__c
Variance at Completion Variance_at_Completion__c
Variance from Plan Variance_From_Plan__c

To enable you to exclude specific projects from Calculate Hours Variance on Projects batch jobs, add this field to the Project Attributes section.

Field API Name
Exclude from Project Variance Batch Exclude_from_Project_Variance_Batch__c

Adding the Project Variance Visualforce Page

If you want to use the Project Variance Visualforce page, you can add it to your Project layout.

To add the Project Variance Visualforce page:

  1. On a project, click Edit Layout. Using Lightning ExperienceClosedOn a project, click and select Edit Object, then navigate to Page Layouts and click Project Layout.
  2. Click Project Layout | Fields.
  3. Drag the Section field to where you want it to display on your project layout.
  4. In the Section Properties popup, enter a name in the Section Name field, for example, Project Variance, and select the 1-Column radio button in the Layout section.
  5. Click OK.
  6. Select Project Layout | Visualforce pages and drag ProjectVariance on to your new section.
  7. Click Save.

Adding the Exclude from Monitor Rollup Field

To exclude the selected project from the monitor fields rollup when changes are made to the assignments related to that project, add this field to the Project Attributes section.

Field API Name
Exclude from Monitor Rollup pse__Exclude_From_Monitor_Rollup__c

Adding the Exclude from EVA Calculation Field

To exclude the assignments under the selected projects from the Est vs. Actuals calculation, add this field to the Project Attributes section.

Field API Name
Exclude from EVA Calculation pse__Exclude_From_EVA_Calculation__c

Customizing Billing Event, Billing Event Batch, and Billing Event Item Layouts

If you want to display billing event calculations, you can customize the Billing Event, Billing Event Batch, and Billing Event Item layouts with the following field:

Field API Name
Billing Event Calculation Billing_Event_Calculation__c

Customizing the Region/Practice/Group Layout

If you display billing event calculations, you can add the following related list:

  • Billing Event Calculation. Remove the New button

Customizing the Backlog Layout

If you convert your backlog details into your company's currencies, you can add the following related list:

  • Backlog Detail Converted

Customizing the Assignment Layout

If you are synchronizing Assignments with external calendars, you can customize the Assignment layout with the following fields:

Field API Name
Action: Sync with External Calendar Action_Sync_With_External_Calendar__c
Exclude from External Calendar Sync Exclude_From_External_Calendar_Sync__c

Adding the Exclude from Timecard Expense Rollup Field

To exclude assignments from the rollup calculations, add this field to the Details section.

Field API Name
Exclude from Timecard Expense Rollup pse__Exclude_From_Tc_Exp_Rollups__c

Adding the Exclude from EVA Calculation Field

To exclude the selected assignments from the Est vs. Actuals calculation, add this field to the Details section.

Field API Name
Exclude from EVA Calculation pse__Exclude_From_EVA_Calculation__c

Customizing the Milestone Layout

To exclude milestones from the rollup calculations, add this field to the Status section.

Field API Name
Exclude from Timecard Expense Rollup pse__Exclude_From_Tc_Exp_Rollups__c

Customizing the Project Task Layout

If you are synchronizing Project Tasks with external calendars, you can customize the Project Task layout with the following fields:

Field API Name
Action: Sync with External Calendar Action_Sync_With_External_Calendar__c
Exclude from External Calendar Sync Exclude_From_External_Calendar_Sync__c

Customizing the Project Task Assignment Layout

If you are synchronizing PTAs with external calendars, you can customize the Project Task Assignment layout with the following fields:

Field API Name
Action: Sync with External Calendar Action_Sync_With_External_Calendar__c
Exclude from External Calendar Sync Exclude_From_External_Calendar_Sync__c

Customizing the Schedule Layout

If you display Future Scheduled Hours, you can customize the Schedule layout with the following fields:

Field API Name
Action: Update Future Scheduled Hours Action_Update_Future_Scheduled_Hours__c
Future Scheduled Hours Future_Scheduled_Hours__c
Future Scheduled Hours Last Update Date Future_Scheduled_Hours_Last_Updated__c