You can use portfolios to aid in the grouping of projects which have similar criteria such as goals, locations, and the type of work completed.
To enable users to create portfolios, you must:
If the Portfolio Items related list does not appear in the Related tab on a portfolio record, add this to the portfolio page layout from: Set Up | Object Manager | Portfolios | Page Layout.
Concepts
Project Team Schedule Overview
Project Planning Methodologies
Task-Based Resourcing Overview
Tasks
Configuration for Creating a Project Using the PSA Actions: Project Creation Lightning Components
Creating a Project from an Existing Project or a Template
Creating a Project from an Opportunity
Managing Project Tasks from Gantt on a Project Record
Using the Project Team Schedule
Creating a Project from a Template
Copying Information from a Project Template
Updating Baseline Version Fields
Viewing the Project Cost and Revenue Summary
Setting up Project Tracking Against a Billing Cap
Tracking Projects Against a Billing Cap
Adding Project Tracking to the Project Detail Layout
Adding Assignments from a Template
Adding Milestones from a Template
Adding Resource Requests from a Template
Adding Records from a Template
Adding Project Tasks from a Template
Viewing and Updating Project Variance
Setting up Financial Information on Project Tasks
Setting up the Delivery Tracker Component
Reference
Create Project from Template Fields
Adding Records from Template Fields
Copying from Project Template Fields
Custom Opportunity Product Fields
DEPRECATED: Project Variance Batch Fields
DEPRECATED: Project Variance Batch Log Fields
Permissions for Adding Assignments from a Template
Permissions for Adding Milestones from a Template
Permissions for Adding Project Tasks from a Template
Permissions for Adding Resource Requests from a Template
Permissions for Adding Records from a Template
Permissions for the PSA Actions: Project Creation Lightning Component
PSA Actions: Project Creation Lightning Component Fields
Permissions for Creating Resource Requests from Project Tasks (Lightning)
Task-Based Resourcing Settings
Permissions for the Project Gantt Lightning Component
Project Gantt Lightning Component Properties
DEPRECATED: Project Team Schedule Lightning Component Fields
DEPRECATED: Project Team Schedule Lightning Component Properties
Project Assignments Breakdown Fields
Project Assignments Breakdown Lightning Component Properties
Project Task Assignment Fields
Gantt Buttons, Controls, and Fields
Permissions for the Project Budgets Lightning Component
Permissions for the Project Assignments Breakdown Lightning Component
SECTIONS