Managing Services Credits

To redeem services credits against pieces of work, you must create milestones that are funded by services credits only. This is done by populating the Services Credits field on the milestone. You can then allocate the assigned services credits to the milestone or adjust the existing allocated services credits using the Manage Services Credits button:

  • When you allocate services credits to the milestone for the first time, clicking the Manage Services Credits button displays the window to allocate services credits. For more information about the steps to allocate services credits to milestones, see Allocating Services Credits.
  • When the services credits have already been allocated, clicking the Manage Services Credits button opens the window to adjust services credits. For more information about the steps to adjust the allocated services credits, see Adjusting Services Credits.

When allocating credits for the first time you can alternatively use the Allocate Services Credits to Milestones action link in the Planning Tools section of the Actions tab on a project record page. This action enables you to automatically allocate services credits to multiple milestones on a project in one go. For more information about the steps to allocate services credits to multiple milestones, see Allocating Services Credits to Multiple Milestones.

Note:

Ensure that the PSA - Manage Services Credits Allocations permission set is assigned to you if you want to allocate services credits or adjust allocations.

If you are not assigned this permission set and you are using custom permission sets, ensure that you have PSA - Services Credits - Allocate and PSA - Services Credits - Adjust custom permissions along with appropriate object and field-level permissions assigned to allocate or adjust allocations. For more information, contact your administrator.

If you use services credits business unit in your processes, specific rules apply during the allocation and adjustment of credits. For more information about business units, see Services Credits Business Units Overview. For more information about using business units when allocating and adjusting credits, see Using Services Credits Business Units when Allocating and Adjusting Credits.