Customizing the Services Revenue Forecasting Workspace

You can customize your workspace using the Lightning App Builder as follows:

Edit the workspace layout to rearrange or swap components on your workspace page.
To add the custom alerts and counts on your workspace page, see Customizable Lightning Components Overview.
Add the Einstein Analytics Total Project Margin (Workspace) dashboard if you want to view project margins based on revenue and cost.

For more information about the Lightning App Builder, see the Salesforce Help.

Concepts

PSA Workspaces Overview

Project Management Workspace Overview

Project Management Workspace

Resource Management Workspace Overview

Resource Management Workspace

Services Revenue Forecasting Workspace Overview

Services Revenue Forecasting Workspace

Services Billing Workspace Overview

Services Billing Workspace

Services Delivery Workspace Overview

Services Delivery Workspace

Tasks

Setting up the Project Management Workspace

Setting up the Resource Management Workspace

Setting up the Services Revenue Forecasting Workspace

Customizing the Project Management Workspace

Customizing the Resource Management Workspace

Setting up the Services Billing Workspace

Customizing the Services Billing Workspace

Setting up the Services Delivery Workspace

Customizing the Services Delivery Workspace