PSA Asynchronous Callables

The following is the list of PSA asynchronous callables.

Note:

You can monitor the status of PSA asynchronous callable jobs in your Salesforce org from the Async Job Records tab. For more information, see Monitoring Asynchronous Jobs.

PSA Asynchronous Callables
Callable Class Description
pse.ActualsCalculateDeltaContinuous Processes the Transaction Deltas to update Actual values on Projects, Resources, Regions, Practices, and Groups.
pse.ActualsUpdateFieldsOnProjectCallable Updates the project actuals recalculation date and set the flag indicating whether recalculation of actuals is needed.
pse.AsyncMatchJobCleanupCallable Deletes outdated resource match result and resource match process records.
pse.AsyncMatchJobGeneratorCallable Creates async job records for each resource request within a resource match process.
pse.AsyncTimecardSubmitCallable Submits the timecards for approval.
pse.AutoAssignCoordinatorCallable

Starts the auto-staffing process when the Auto-Assign checkbox is selected on a resource request. Enqueues AutoAssignMatchJobCallable within a delay of 10 minutes. Before enqueuing, all the following must be true:

  • There is no match job already enqueued or running.
  • There are no resource requests with the Processing Stage field set to "Auto-Assign: In Progress".
  • There is at least one resource request with the Processing Stage field set to "Auto-Assign: Pending".
pse.AutoAssignMatchJobCallable Searches for up to 1,000 resource requests with the Processing Stage field set to "Auto-Assign: Pending" and starts the matching process for those resource requests. Resource requests are prioritized based on the date on the Auto Staffing Last Enabled field, matching the oldest resource requests first.
pse.BasePostActionCallable Triggers callables that perform actions after matching resources. Additionally, it checks if TopMatchAllocatorCallable is in error.
pse.BILL_QueueBillingJobCallable Queues release billing batch jobs until they can be queued on the Apex Flex Queue.
pse.BulkDeleteBillingEventItemCallable Deletes the billing event items when the billing event is deleted.
pse.CalculateFinancialsForPTACallable Updates the Estimated Hours, Estimated Cost, and Actual Cost on Project Task Assignments.
pse.CreateEVAForHeldRRLauncherCallable Fetches the resource request IDs in a 20000 chunk size and adds an asynchronous job record to calculate the EVAs for held resource requests.
pse.DeleteEstVsActualsCallable Deletes the Estimates Versus Actuals records.
pse.DeleteOldDrrChangesCallable Deletes Dated Resource Rate Change records after all EVAs have been updated by UpdateEvaForDatedRateChangeCallable.
pse.DeleteProjectBacklogDetailsCallable Deletes project backlog details for inactive projects.
pse.EvaActualsCalculationCallable Contains a set of assignment IDs to be processed to calculate EVA actuals fields. It initiates another queueable that processes a set of timecards and calculates the EVA.
pse.EvaEstimatesCalculationCallable Calculates the estimates on the EVA records for the provided schedule IDs.
pse.EvATimecardAggregationCallable Aggregates timecards for the EVA actuals.
pse.ExpenseRollupCallable Rollups the expenses on assignments, milestones, or expense reports.
pse.FindAssignmentsForDrrChangeCallable Finds assignments that might have EVAs affected by dated resource rate changes, and starts UpdateEvaForDatedRateChangeCallable jobs.
pse.GeoCodingCallable Adds geocoding data on resources and resource requests records.
pse.GroupChainUpdateCallable Updates the Group ID and Name Chain for parent groups. The groupIds in the Callable Parameters field are the updated group records.
pse.GroupChainUpdateChildCallable Updates the Group ID and Name Chain for child groups. The childGroupIds in the Callable Parameters field are the set of group IDs that are updated for the updated parentGroupIds.
pse.HandleAssignMilestoneFlagsCallable Checks the Closed for Time Entry and Closed for Expense Entry fields on assignment and milestone when these fields are checked on the project.
pse.PostActionAutoAssignCallable

Calls a job that performs actions related to auto-staffing after TopMatchAllocatorCallable has identified the most suitable resource for each resource request.

If TopMatchAllocatorCallable fails, PostActionAutoAssignCallable does the following:

  • Sends an app log for the error.
  • If the auto-staffing action was auto-assign, updates the Processing Stage to "Auto-Assign: Error" and deselects the Auto-Assign checkbox on the resource request.
  • If the auto-staffing action was auto-hold, updates the Processing Stage to "Auto-Hold: Error" and deselects the Auto-Hold checkbox on the resource request.
  • Sends a notification to the user that selected the Auto-Assign or Auto-Hold checkbox.
pse.PostActionNotificationCallable Sends a success email and notification if TopMatchAllocator fails, or a failure email and notification if it fails. This callable is enqueued by Resource Request Staffer and synchronous assignment processes.
pse.PracticeChainUpdateCallable Updates the Practice ID and Name Chain for parent practices. The practiceIds in the Callable Parameters field are the updated practice records.
pse.PracticeChainUpdateChildCallable Updates the Practice ID and Name Chain for child practices. The childPracticeIds in the Callable Parameters field are the set of practice IDs that are updated for the updated parentPracticeIds.
pse.ProjActSameCurrencyRecalcCallable Updates Project Actuals when a project is moved between two project hierarchies with the same currency.
pse.ProjectActualsDeltaRecalculationCallable Updates Project Actuals when a project is moved between two project hierarchies with different currencies.
pse.ProjectVarianceCallable Calculates hours variance for the passed project IDs. This is initiated from the PSA Administration page.
pse.ProjectVarianceLauncherCallable Fetches the project IDs in a 20000 chunk size and inserts multiple async job records with a chunk of 200 project IDs to calculate the hours variance.
pse.RA_TerminalCallableAutoAssign

Updates the following fields related to auto-assign on resource requests:

  • Auto-Assign: deselects the field.
  • Processing Stage: populates the field with "Auto-Assign: Complete" or "Auto-Assign: Error" depending on the outcome of the auto-assign process.
  • Assignment Source: populates the field with "Auto-Assign" if a resource is assigned to the resource request.

Additionally, this callable sends notifications to the user who enabled auto-assign when resources are assigned to resource requests or an error occurs during auto-assign.
pse.RA_TerminalCallableBase Calls RA_TerminalCallableAutoAssign if an auto-assign process is performed or RA_TerminalCallableNotification if an assignment process is performed.
pse.RA_TerminalCallableNotification

Sends email notifications for an assignment process in the following scenarios:

  • Resources are assigned to resource requests.
  • Resources are not matched to some resource requests.
  • An error occurs during the process.
pse.RegionChainUpdateCallable Updates the Region ID and Name Chain for parent regions. The regionIds in the Callable Parameters field are the updated region records.
pse.RegionChainUpdateChildCallable Updates the Region ID and Name Chain for child regions. The childRegionIds in the Callable Parameters field are the set of regionIds that are updated for the updated parentRegionIds.
pse.RemoveEmptyBatchesCallable Deletes the billing event batches when the billing event is deleted.
pse.ResourceMatcherCallable Finds resources that match a single resource request.
pse.ResourceScheduleMatcherCallable Finds resources that match the skills and fields for a single resource request.
pse.RPGPRMaintenanceCallable Updates the current time period on Region, Practice, Group, Project, and Resources.
pse.ScheduleAvailabilityLocalCallable Creates monthly availability records based on utilization engine records and pushes the new records to an Analytics dataset.
pse.ScheduleAvailabilityMatcherCallable Calculates schedule availability for the resources that match a single resource request.
pse.ScheduleAvailabilitySyncDatasetCallable Creates a header for the dataset in the schedule availability process.
pse.ScheduleAvailabilitySyncDeleteCallable Deletes obsolete monthly availability records after synchronizing them with Analytics.
pse.ScheduleAvailabilitySyncPartCallable Creates insights external data parts for the insights external data record.
pse.ScheduleAvailabilitySyncProcessCallable Processes the dataset when the header and all its parts are created successfully.
pse.ScheduleAvailabilitySyncQueryCallable Queries either utilization engine or monthly availability records and initiates ScheduleAvailabilitySyncPartCallable to create insights external data parts record.
pse.ShiftNotificationsCallable Manages the Shift Notification Job for sending email alerts.
pse.SP_ShareProjectCallable Shares project-related records with the project manager or the team.
pse.ThresholdAlertNotificationCallable Sends an email to the user when the project reaches the threshold value.
pse.TimecardChangeCallable Updates the transactions after editing the timecard splits.
pse.TimecardRollupCallable Rollups the timecards on assignments, milestones, or timecards.
pse.TimeVarianceCallable Calculates time variance for the provided region, practice, and group.
pse.TimeVarianceEnqueuer Enqueues time variance calculation process.
pse.TMR_TimecardSyncJobCallable Synchronizes the timecard on the timer session.
pse.TopMatchAllocatorCallable Identifies the top resource for each resource request in priority order.
pse.UE_AdminLauncher Groups a set of resources into chunks which are processed together by the UE_Launcher.
pse.UE_Callable Rebuilds the utilization engine records for a set of resources.
UE_CleanupCallable Identifies and deletes the corresponding utilization engine records for deactivated and deleted resources.
pse.UE_Launcher Groups a set of resources into chunks which are processed together by the UE_Callable.
UpdateAssignmentCostAmountCallable Updates the (Beta) Projected Cost Amount on assignments when dated resource rates are used.
pse.UpdateAssignmentDatedRevenueCallable Updates the Planned Revenue and Projected Revenue fields on assignments when dated resource rates are used.
pse.UpdateEstVsActualsNameCallable Handles the EVAs name and resource updates when a resource is changed on Assignments.
pse.UpdateEvaForDatedRateChangeCallable Updates EVAs affected by dated resource rate changes for a set of assignments.
pse.UpdateProjectMonitorFieldsCallable Updates the Total Assigned Hours and Total Projected Revenue From Assignments fields on the Project record.
pse.UpdateRRsDatedBillableAmountCallable Updates the Request Billable Amount field on resource requests when dated rates are used.
pse.UpdateSchedulesCallable Updates Scheduled Hours, Scheduled Days and Action Force Schedule Refresh fields on schedules and remove out of range schedule exceptions.
Note:

These callable classes are used to improve the trigger performance and run the records asynchronously.