Applications and Tabs

The PSA applications listed in the applications selection box and the tabs within them depend on the options that your administrator has set on the profile to which you have been assigned.

For example, the PSA applications can be configured like this:

Configuring PSA Applications

App	Purpose
PSA Admin	Contains tabs that allow PSA administrators to configure and administer PSA.
PSA Field	Contains tabs that allow a user to create, view and edit projects, resource requests, assignments, timecards, expense reports and skills or certifications.
PSA Management	Contains the tabs that allow a user to manage PSA.
PSA Operations	Contains the tabs for an operations user.

The following shows an example of the tabs that can be listed in each PSA application.

Lightning

To view these apps in Lightning:

1. Click Setup.
2. Search for and select App Manager
3. Select the app from the list.
4. Select Edit from the actions available in the right column arrow.
5. Under Assign To User Profiles, select the profiles who will have access to the app.
6. Click Save.

Classic

If you have the permissions to do so, you can change the tabs that appear in each custom App by clicking + to display the All Tabs page. You can also display a tab that is not listed in a PSA application using the All Tabs + page. See the Salesforce Help for more information.

Tabs

Configuring PSA Tabs

Tab	PSA - Admin	PSA - Field	PSA - Operations	PSA - Management	Related Help Topic
Accounts					Setting up Accounts and Opportunities
Actuals Verifier					Recalculating Actuals with the Actuals Verifier
App Logs					App Logs Overview
Assignments					Assignments and Schedules Overview
Billing Event Generation					Services Billing Overview
Configuration Groups					Managing Configuration
Configuration Options					Managing Configuration
Configuration Values					Managing Configuration
Contacts					Contacts and Resources
Currencies					Currency
Currency Exchange Rates					Currency
Estimates Vs Actuals					Estimates Versus Actuals
Expense Limits / Rates					Expense Limits and Rates
Expense Reports					Expense Reports
Forecasts					About Forecasting
Holidays					About Time Periods, Work Calendars, and Holidays
Missing Timecards					Missing Timecards
Permission Controls					Permission Controls
Project Actuals Recalc					Recalculating Resource and Project Actuals
Projects					Projects
PSA Administration					PSA Administration
Rate Cards					Rate Cards Overview
Region, Practice, Group					Regions, Practices and Groups
Resource Actuals Recalc					Recalculating Resource and Project Actuals
Resource Requests					Resource Requests Overview
Skill or Certification Matrix					Skills Management Overview
Skill or Certification Zones					Skills Management Overview
Skills Capacity					Skills Management Overview
Time Periods					About Time Periods, Work Calendars, and Holidays
Timecards					Timecards
Transaction Deltas					Transaction Deltas
Vendor Invoices					Vendor Invoices
Work Calendars					About Time Periods, Work Calendars, and Holidays