Setting up the Services Billing Workspace

Installing the Workspace

PSA Workspaces is not currently part of the PSA core product. Contact the Onboarding Team to have the PSA Workspaces package installed into your org.

Complete the following setup for your users to access the Services Billing workspace:

  1. Assign the PSA - Workspaces - Services Billing permission set to the users that require access to the workspace.
  2. The workspace links to various parts of the product and is populated by the relevant records. To view the workspace correctly with populated data, assign the necessary permissions sets to your users to access the following objects:
    • Project
    • Billing Event
    • Milestone
    • Timecard Split
    • Expense
    • Budget
    • Miscellaneous Adjustment
  3. Add the Services Billing Workspace tab to the relevant apps.
  4. Add the Services Billing Workspace tab permission to the profiles that require access to the workspace.
  5. Set up sharing by groups or roles for the users that need access to the Status of Billing Events report. Applying the appropriate sharing settings for groups and roles determines how the report is displayed for different users.

For more information about editing and assigning permission sets, adding tabs to apps and profiles, sharing reports, and configuring apps, see the Salesforce Help.