PSA Administration

You can use the actuals verifier in Lightning to check for inconsistencies in the actuals. For more information, see Recalculating Actuals with the Actuals Verifier.

You can calculate project actuals in Lightning Experience. For more information, see Recalculating Resource and Project Actuals.

You can calculate resource actuals in Lightning Experience. For more information, see Recalculating Resource and Project Actuals.

If the actuals are locked from the old Actuals Verifier UI or any batch process, the Actuals Verifier, Project Actuals Recalculation, and Resource Actuals Recalculation tabs display an error message.

Where the actuals are locked due to ongoing calculations or failed jobs, you can refer to the app logs and navigate to the PSA Administration page to unlock the actuals.

To unlock the actuals:

1. On the PSA Administration page, in the Actuals Verification and Recalculation section, click Unlock Actuals. The Unlock Actuals window opens.
2. Read the warning message and understand the consequences of unlocking actuals, as this might result in inconsistent data. For more details, contact your administrator.
3. Click Unlock Actuals. This unlocks actuals without being restricted by the ongoing calculations or failed jobs.
4. [Optional] Click Cancel to close the Unlock Actuals window.

Schedule a batch calculation of actuals from transactions.

Depending on the configuration options that are set in the Actuals configuration group, actuals are calculated immediately, or to a schedule that you set. The calculation processes the changes to transactions that have resulted from actions on a business record.

To calculate an actuals delta batch immediately:

1. On the PSA Administration page, click PSA Batch Processes | Actuals Calculate Delta Batch. The Actuals Calculate Delta Batch window opens.
2. Click Run. The batch job is submitted for real-time processing.

To schedule an actuals delta batch calculation:

1. On the PSA Administration page, click PSA Batch Processes | Actuals Calculate Delta Batch. The Actuals Calculate Delta Batch window opens.
2. Click Schedule.
3. Set the schedule day, time, and frequency.
4. [Optional] To change your selection, click Back.
5. Click Schedule. The batch job is scheduled.

Delete app logs in bulk for specific processes. For more information, see Deleting App Logs Immediately.

To initialize the billing queue.

1. On the PSA Administration page, click PSA Batch Processes | Billing Queue Management. The Billing Queue Management window opens.
2. Search for and select a project from the Project lookup field.
3. Click Initialize Billing Queue. The billing queue is initialized for all the records that are eligible for billing in the selected project.

For all the lookup fields, you can also click Show All Results for " ". The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.

Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.

You can use this action if you have defined the Timecard Statuses field of the Task Management Settings custom setting. The action recalculates actual hours and timecard actual hours for existing project tasks that don't have the Do Not Auto Update This Task checkbox selected, and are within active projects.

To recalculate actual hours and timecard actual hours on project tasks:

1. In the PSA Batch Process section, click Calculate Actual Hours on Project Tasks.
2. Click Run.

When the process has completed successfully, the Actual Hours and Timecard Actual Hours fields are updated on valid project tasks. You can review the status of the process on the Apex Jobs page in Setup, or by using the Process Runs app that is available from the App Launcher. To view the process run records in the Process Runs app, you need the FDN AsyncApi - Process permission set assigned to you.

Schedule or run batches of Future Time Schedule calculations. See Calculating Future Scheduled Hours.

Schedule or run batches of all eligible assignment schedule recalculations.

To run a batch job immediately:

1. On the PSA Administration page, click PSA Batch Processes | Recalculate Schedules on Assignments. Recalculate Schedules on Assignments window opens.
2. Click Run. The batch job is submitted and the Scheduled Hours are recalculated.

To schedule a batch job:

1. On the PSA Administration page, click PSA Batch Processes | Recalculate Schedules on Assignments. Recalculate Schedules on Assignments window opens.
2. Click Schedule.
3. Set the schedule day, time, and frequency.
4. [Optional] To change your selection, click Back.
5. Click Schedule.

For more information on recalculating schedules on Assignments on a Project, see Recalculating Assignment Schedules.

Schedule or run batches of all eligible resource request schedule recalculations.

To run a batch job immediately:

1. On the PSA Administration page, click PSA Batch Processes | Recalculate Schedules on Resource Requests. Recalculate Schedules on Resource Requests window opens.
2. Click Run.

To schedule a batch job:

1. On the PSA Administration page, click PSA Batch Processes | Recalculate Schedules on Resource Requests. Recalculate Schedules on Resource Requests window opens.
2. Click Schedule.
3. Set the schedule day, time, and frequency.
4. [Optional] To change your selection, click Back.
5. Click Schedule.

For more information on recalculating schedules on Resource Requests on a Project, see Rescheduling Resource Requests.

Schedule the deletion of app logs in bulk for specific processes. For more information, see Scheduling the App Log Deletion.

To delete Apex scheduled jobs that have no future scheduled activity in immediate mode:

1. On the PSA Administration page, click PSA Batch Processes | Scheduled Job Cleanup. The Scheduled Job Cleanup window opens.
2. Click Run. The scheduled jobs with no scheduled run are deleted.

To delete Apex scheduled jobs that have no future scheduled activity in scheduled mode.

1. On the PSA Administration page, click PSA Batch Processes | Scheduled Job Cleanup. The Scheduled Job Cleanup window opens.
2. Click Schedule.
3. Set the schedule day, time, and frequency.
4. [Optional] To change your selection, click Back.
5. Click Schedule. The cleanup job is scheduled and the scheduled jobs that have no future scheduled run are deleted.

Update the Project Currency Exchange Rate field on EVA records and Project Currency Exchange Rate on Milestone records over a particular date range. For more information, see Estimates Versus Actuals and Milestones.

You can process a maximum of 50 million combined EVA and Milestone records in a single batch when the Project Currency Exchange Rate is not currently populated.

To update project currency exchange rates on milestones and EVAs.

1. On the PSA Administration page, click PSA Batch Processes | Update Project Currency Exchange Rates. Update Project Currency Exchange Rates on Milestones and EVAs window opens.
2. Complete the To and From fields and click Update Records.

If the specified date range exceeds the limit for the records you want to update, select a shorter date range. If necessary, wait until the batch has finished before submitting another batch of 50 million records.

All records are populated with the value of "1.000" when the Project Currency Exchange Rate is "null" as follows:

• You have a single corporate currency in your org and Use Dated Exchange Rates is "True" or "False".
• Multi-currency is disabled and Use Dated Exchange Rates is set to "False".

When a dated exchange rate does not historically exist for an associated project currency, the value in Project Currency Exchange Rate is not populated with any value. We recommend you create historic dated exchange rates for each currency. For more information, see Creating a PSA Currency.

Run the bulk update to apply dated resource rate change for EVAs on assignments and resource requests, and assignment fields. For more information, see Dated Resource Rates Overview.

To run the bulk updates:

1. On the Certinia Help Administration page, click Asynchronous Processes | Update Dated Resource Rates on Staffing Records. Update Dated Resource Rates on Staffing Records window opens.
2. Click Run.

You will be able to see the run asynchronous job records on the Asynchronous Framework Tracker page.

Schedule or run asynchronous jobs of Project Variance calculations. See Viewing and Updating Project Variance.

Create the Monthly Availability dataset. For more information, see Managing the Monthly Availability Dataset.

Click Generate EVAs to create estimates versus actuals comparison records (EVAs) for all existing held resource requests without any associated EVA records. EVA records are generated for all held resource requests with a schedule and a linked resource. For more information, see Estimates Versus Actuals.

To generate EVAs for all existing held resource requests.

1. On the PSA Administration page, click Asynchronous Processes | Generate EVAs For Held Resource Requests. Generate EVAs For Held Resource Requests window opens.
2. Click Generate.

Update the current time period information for regions, practices, groups, projects, and resources. Updating the time period causes the appropriate pages to pull in data for actuals, backlog, and utilization and displays the data in the appropriate details section for each record.

To update the current time period information immediately:

1. On the PSA Administration page, click Asynchronous Processes | RPGPR Maintenance Job. The RPGPR Maintenance Job window opens.
2. Select an object.
3. Click Run. The batch job is submitted and the current time period information is updated.

To schedule an update to the current time period information:

1. On the PSA Administration page, click Asynchronous Processes | RPGPR Maintenance Job. The RPGPR Maintenance Job window opens.
2. Select an object.
3. Click Schedule.
4. Set the schedule day, time, and frequency.
5. [Optional] To change your selection, click Back.
6. Click Schedule. The batch job is scheduled and the current time period information is updated.

Schedule or run instantly the utilization calculation jobs using the Utilization Engine. See Utilization Engine.

Opportunity to Project Mappings enables you to map fields on an opportunity to fields on a project when creating a project from an opportunity so that the required data is transferred from the opportunity to the new project.

Resourcing Match Mappings enables you to map custom resource request fields to custom contact fields. These mappings are used when matching resources to resource requests using the Resourcing tab on a resource request and the Resource Request Staffer page.

When using the Resourcing tab, this enables populated fields on the resource request to be populated in the Filters panel when matching resources to resource requests, as this panel displays fields from the Contact object. For example, you could map a custom checkbox field named Contractor on the Resource Request object to a custom checkbox field named Contractor on the Contact object. If this field is selected on the resource request, the mapped field will also be selected by default in the Filters panel. For more information about the Resourcing tab, see Managing Resource Requests

When using the Resource Request Staffer page, the Custom Fields weighting in the match settings includes all the mapped fields. For example, if you mapped Name and Region, changing the match settings for Custom Fields determines the weighting of those two mapped fields. For more information about the Resource Request Staffer page, see Resource Request Staffer Overview.

The following table shows the managed mappings for this feature.

Task-Based Resourcing PTA to RR Mappings enables you to map project task assignment fields to resource request fields. These mappings are used when generating resource requests from project tasks and ensure that the data on the project task assignments are reflected in the resource requests. If a field in the grouping criteria has a custom mapping, read-only columns for the corresponding resource request fields are shown in the table of data that is displayed before you create the resource requests. For more information, see Creating Resource Requests from Project Tasks.

The following table shows the managed mappings for this feature.

Key: * – Mandatory field

Similarly, the Task-Based Resourcing PTA to Assignment Mappings action enables you to map project task assignment fields to assignment fields. These mappings are used when creating assignments from project tasks and ensure that the data on the project task assignments are reflected in the assignments. For more information, see Creating Assignments from Project Tasks.

The following table shows the managed mappings for this feature.

Key: * – Mandatory field

To turn on Geocoding Services:

1. On the PSA Administration page, click Geocoding Services | Manage Google Geocoding Services. The Manage Geocoding Services window opens.
2. Enter the API key to authorize the Google service for retrieving the geographic coordinates of the specified address.
3. Select Enable Geocoding Services. This translates the address information into latitude and longitude coordinates.
4. Click Save.

To turn off Geocoding Services:

1. On the PSA Administration page, click Geocoding Services | Manage Google Geocoding Services. The Manage Geocoding Services window opens.
2. Deselect the Enable Geocoding Services checkbox. This prevents the automatic translation of the address information into latitude and longitude coordinates.
3. Click Save.

Using Classic or Visualforce pages:

Turn Geocoding Services on by clicking Activate and then Accept to agree to share address data with Google. Turn off the service by clicking Deactivate.

The read-only MapQuest details present checkbox indicates whether PSA was previously configured for MapQuest. It's checked if there are values set in deprecated MapQuest Search Resources Settings.

Run the process to retry synchronizing the PSA project task to Jira issues that had previously failed.

1. On the PSA Administration page, click Jira-PSA Integration| Retry Project Task Sync. Retry Project Task Sync window opens.
2. Click Run.

You can schedule backlog calculations for a resource or an organization to run automatically at a particular time or frequency in the future for a region, practice, or group.

To calculate backlog immediately for a resource or an organization, see Calculating Backlog.

To schedule a backlog calculation:

1. On the PSA Administration page, click PSA Scheduled Actions | Schedule Backlog Calculation. The Schedule Backlog Calculation window opens.
2. From the lookup, search for and select the region, practice or group that you want to schedule backlog for.

For all the lookup fields, you can also click Show All Results for " ". The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.

Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.

3. Click Next.

4. Complete the following fields:

   • Backlog Calculation Name
   • Start Date
   • Time Period Types
5. [Optional] Complete the remaining fields as described in Backlog Calculation Fields.
6. Click Next.
7. Set the Schedule for weekly or monthly calculations. For more information, see Schedule.
8. Click Schedule. The scheduled backlog calculation is queued.
9. [Optional] Verify the queued scheduled backlog calculation job in Scheduled Jobs.

You can schedule missing timecard calculations for a resource to run automatically at a particular time or frequency in the future for a region, practice, or group.

To calculate missing timecards immediately for a resource or an organization, see Calculating Missing Timecards.

To schedule missing timecard calculations:

1. On the PSA Administration page, click PSA Scheduled Actions | Schedule Missing Timecard Calculation.
2. In the Schedule Missing Timecard Calculation window, select Region, Practice, or Group from the drop-down.
3. Search for and select the record you want to schedule the missing timecard calculation for.
4. Click Next.
5. [Optional] Select the Include Sublevels checkbox to include the region, practice, or group's children.
6. Set the Schedule for weekly or monthly calculations. For more information, see Schedule.
7. Click Schedule. The scheduled missing timecard calculation is queued.
8. [Optional] Verify the queued scheduled missing timecard calculation job in Scheduled Jobs.

You can schedule time variance calculations to run automatically at a particular time or frequency in the future for the resources at the region, practice or group level.

To calculate time variance at the region, practice, and group level between a resource's work calendar hours and the actual logged hours, see Generating a Time Variance Calculation.

To schedule time variance calculation:

1. On the PSA Administration page, click PSA Scheduled Actions | Schedule Time Variance Calculation.
2. In the Schedule Time Variance Calculation window, select Region, Practice, or Group from the drop-down list.
3. Search for and select the RPG record you want to schedule the time variance calculation for from the RPG lookups.
4. Click Next.
5. Enter a name for the time variance calculation.
6. [Optional] Select the Include Sublevels checkbox to include the region, practice or group's children.
7. Set the Schedule for weekly or monthly calculations. For more information, see Generate Time Variance Fields.
8. Click Schedule. The scheduled time variance calculation is queued.
9. [Optional] Verify the queued scheduled time variance calculation job in Scheduled Jobs.

For all the lookup fields, you can also click Show All Results for " ". The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.

Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.

You can schedule utilization calculations for a resource or an organization to run automatically at a particular time or frequency in the future on the following:

• Contact [Resource]
• Region
• Practice
• Group
• Utilization Calculation

To calculate utilization immediately for a resource or an organization, see Calculating Utilization.

To schedule utilization calculation:

1. On the PSA Administration page, click PSA Scheduled Actions | Schedule Utilization Calculation (Legacy).

2. In the Schedule Utilization Calculation (Legacy) window, select one of the following options in the lookup:

   • Region
   • Practice
   • Group
   • Contact (Resource)
   • Utilization Calculation
3. From the lookup, search for and select the record you want to schedule utilization for.

For all the lookup fields, you can also click Show All Results for " ". The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.

Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.

4. Click Next.

5. Complete the fields described in the following sections and click Next:

   1. Information
   2. Summary By Role
   3. Compute Sub-Totals
   4. Schedule
6. Click Schedule. The scheduled utilization calculation is queued.
7. [Optional] Verify the queued scheduled missing timecard calculation job in Scheduled Jobs.

The bulk expiry process expires available services credits that remain on services credits purchase records where the expiry date is in the past, but not within the grace period, if that has been set up.

To run bulk expiry of services credits immediately:

1. On the PSA Administration page, click Services Credits | Bulk Expiry. The Bulk Expiry Services Credits window opens.
2. Click Run.

To schedule the bulk expiry of services credits:

1. On the PSA Administration page, click Services Credits | Bulk Expiry. The Bulk Expiry Services Credits window opens.
2. Click Schedule.
3. Set the schedule start time and frequency.
4. [Optional] To change your selection, click Back.
5. Click Schedule.