Setting up Services Credits Deliverables

You must complete the following steps when setting up services credits deliverables for the first time.

Step 1: Assign Permissions

Ensure you assign the relevant permissions to users, as follows:

  • Assign the PSA - Create Projects permission set to users who need to view services credits deliverables and their items, and view and create project services credits deliverables and their items.
  • Assign the PSA - Manage Services Deliverables permission set to users who need to view project services credits deliverables and their items, and view and create services credits deliverables and their items.
  • Assign the PSA - Manage Services Credits Allocations permission set to users who need to allocate services credits to milestones and populate this value on project services credits deliverable items.

For more information about permission sets, see Permission Sets and Other Technical Documentation.

Note:

If you use your own permission sets, ensure that you add the required permissions.

Step 2: Add Fields to Page Layouts

Add the following fields to the Services Credits Deliverable Layout on the Services Credits Deliverable object:

  • Active Deliverable Items
  • Description

For information about editing page layouts, see the Salesforce Help.

Note:

If you use your own page layouts, ensure that you add the relevant fields to your layouts for the following objects:

  • Project Services Cred Deliverable Item
  • Project Services Credits Deliverable
  • Services Credits Deliverable
  • Services Credits Deliverable Item

Step 3: Set up Services Credits Deliverables Data

To add deliverables to projects and get the associated milestones and their related records automatically copied to the project, you must first create services credits deliverables along with their items. To do this:

Services Credits Deliverables Data Setup Steps
Step Further Information

1. Create a project template with any required milestones and their associated records. Note that the following related records are copied along with the milestones when adding deliverables to projects:

  • Project tasks
  • Project task assignments
  • Project task dependencies
  • Resource requests
  • Resource skill requests
  • Risks
  • Schedules
  • Schedule exceptions

You can create different project templates, if needed.

Creating a Project

Creating a Milestone

Creating Resource Requests

Creating a Project Task on a Project

2. Create each of the services credits deliverables that represent the items you would include in a services credits catalog. Each deliverable can be defined by one or more deliverable items, each of which is associated with the relevant milestone.

Notes:
  • You must specify the value of services credits when creating the deliverable item because it is not copied from the milestone.
  • The same milestone can be associated with different deliverable items, as long as those items belong to different deliverables.
  • All milestones associated with a deliverable must belong to the same project template.
 Creating Services Credits Deliverables and Deliverable Items

Once you have completed the setup steps, you can start adding services credits deliverables to your projects. This generates the project services credits deliverables and their items, along with their associated milestones and related records.

For more information, see Adding Services Credits Deliverables to Projects.

Your catalog includes two options for customers wanting to use their credits to pay for onboarding. The first option is the Onboarding - Core package, which includes a discovery session, deployment activities, and a training course for administrators. The second option is the Onboarding - Plus package, which includes the same services in the Onboarding - Core package, plus a training course for end users, and configuration support.

End-user training and configuration support are also offered as standalone services.

You can use services credits deliverables to set up the services in PSA, as follows:

  1. Create template milestones that represent what the services include. For example:

    • Milestone 1: Discovery Session
    • Milestone 2: Deployment
    • Milestone 3: Administrator Training
    • Milestone 4: End User Training
    • Milestone 5: Configuration Support
  2. Create the resource requests, project tasks, and so on, required to complete each of those milestones.

  3. Once the template milestones and their related records are set up, define services credits deliverables.

    Note:

    You can use the same milestone for the Administrator Training service in both the Onboarding - Core and the Onboarding - Plus packages, even if the price (in credits) varies between the two packages. This is because you set the number of services credits on the separate deliverable items.

  4. When your services credits deliverables are set up, you can add them to any project. So, if a customer requests the Onboarding - Core Package and the Configuration Support service, you can add both deliverables to the project.

[Optional] Step 4: Customize Copied Fields

You can customize the fields that are copied to the generated object records when adding services credits deliverables to projects. This enables you to include any additional fields that are relevant to your business processes, including custom fields.

To customize the fields that are copied to the generated object records:

  1. Create a field set for each of the objects that you want to add extra fields to and ensure it contains the required fields. For more information about creating field sets, see the Salesforce Help.

  2. Use the following fields on the Services Credits Deliverables Settings custom setting to specify the API name of the field set you want to use for each object:

    • Milestone Field Set
    • Project Task Assignment Field Set
    • Project Task Dependency Field Set
    • Project Task Field Set
    • Resource Request Field Set
    • Resource Skill Request Field Set
    • Risk Field Set
    • Schedule Exception Field Set

    • Schedule Field Set

      For more information about managing custom settings, see the Salesforce Help. For more information about the Services Credits Deliverables Settings custom setting, see Services Credits Deliverables Settings.

Tip:

Instead of creating new field sets, you can use any existing ones that might serve this purpose.

Notes:
  • Only the default organization-level values of the custom setting are used. All other level settings are ignored.
  • Formula fields are not supported. If you include an unsupported field, you will receive an error when adding deliverables to projects.
  • If you do not want to specify a field set for an object, leave its custom setting field blank.

Once you specify the field sets you want to use, the fields within them are also copied to the records generated when adding deliverables to projects.