Adding Services Deliverables to Projects

When you add services deliverables to a project, a copy of the deliverable and its deliverable items are created on the project. Within the project, they are called project services deliverables and project services deliverable items.

The milestone associated with each project services deliverable item is also copied to the project. The following related records are copied along with the milestone:

• Project Task
• Project Task Assignment
• Project Task Dependency
• Resource Request
• Resource Skill Request
• Risk
• Schedule
• Schedule Exception

Note:

The project services deliverable provides a snapshot of the deliverable at the time of adding it to the project. Any future changes or updates to the source deliverable will only apply to new project deliverables.

Services deliverables can use service credits pricing, monetary pricing, or both. When you add them to a project, you are prompted to choose between services credits pricing or monetary pricing, unless your org is configured to support only one option. If only one option is supported, the selection step is skipped.

For example, if monetary pricing is disabled and only services credits pricing is supported, the selection step is skipped and you proceed directly to adding deliverables of the supported type. For more information about the settings to disable a specific pricing option, see Services Deliverables Settings. For more information about the different pricing options, see Pricing Options for Services Deliverables.

Services deliverables must meet the following requirements to be available for selection when adding them to projects:

• They must be enabled for services credits pricing, monetary pricing, or both.
• If using services credits pricing, they must include at least one active item with a specified Services Credits value.
• If using monetary pricing, they must include at least one active item. Additionally, the Price Allocation (%) values across all active items must total 100%.

Notes:

• The currency on the project services deliverable is populated from the currency on the project.
• You can add deliverables that are associated with different templates to the same project.
• Records related to milestones might take longer to be added to the project than the milestones, project services deliverables, and project services deliverable items, because they are processed asynchronously.

Adding Deliverables with Services Credits Pricing

Note:

Your org might be configured to only support services credits pricing. In this case, you will not be prompted to select a pricing option. You can skip steps 2 and 3 in this section and proceed directly from step 1 to step 4. The steps to select a pricing option only apply when both service credits and monetary pricing are enabled in the org.

To add services deliverables with services credits pricing to a project:

1. On a project record, click Actions | Planning Tools | Add Services Deliverables. The Add Services Deliverables window opens.
2. Select Services Credits Pricing.
3. Click Next.
4. Select the deliverables you want to add to the project.
5. Click Add.

Note:

Search capabilities in the table use SOSL across all text fields.

The selected deliverables and their items are copied to the project as project services deliverables and project services deliverable items. The milestones associated with each item, along with their related records, are also copied.

Adding Deliverables and Allocating Credits

Note:

You must be assigned the PSA - Manage Services Credits Allocations permission set to allocate services credits.

To add services deliverables to a project and automatically allocate credits to its milestones:

1. Follow steps 1 to 4 in the previous section.
2. Click Add and Allocate Credits.

3. Select one of the following allocation modes:

   • Allow Partial Success: If errors occur, the process excludes any records with errors and creates all other records.
   • Do Not Allow Partial Success: If errors occur, the entire process is aborted and no records are created.
4. Click Add.

The selected deliverables and their items, along with their associated milestones and related records, are copied to the project.

This same process then automatically allocates services credits to the milestones. Related services credits consumption and allocation records are generated to store details of the credits that have been allocated to the milestones. The Services Credits Allocation field on each project services deliverable item automatically populates with the value of the services credits allocation record relating to the milestone that the item is associated with.

For more information about the allocation process, see Allocation Process.

Adding Deliverables with Monetary Pricing

Note:

Your org might be configured to only support monetary pricing. In this case, you will not be prompted to select a pricing option. You can skip steps 2 and 3 in this section and proceed directly from step 1 to step 4. The steps to select a pricing option only apply when both service credits and monetary pricing are enabled in the org.

To add services deliverables with monetary pricing to a project:

1. On a project record, click Actions | Planning Tools | Add Services Deliverables. The Add Services Deliverables window opens.
2. Select Monetary Pricing.
3. Click Next.
4. In the Price column, enter the price for each deliverable that you want to add to the project. This automatically selects the deliverable. Clearing the value automatically deselects it.
5. Ensure all deliverables you want to add are selected.
6. Click Add.

Notes:

• The values in the Price column must not exceed the maximum number of decimal places defined for the project currency.
• Search capabilities in the table use SOSL across all text fields.

The selected deliverables and their items are copied to the project as project services deliverables and project services deliverable items. The milestones associated with each item, along with their related records, are also copied.

The Milestone Amount for each copied milestone is automatically calculated by applying the Price Allocation (%) of the associated deliverable item to the total price specified for the deliverable at the time of adding it to the project. Basically, the deliverable price is split across the copied milestones according to the price allocation percentage defined on each deliverable item.

If a deliverable item has a Price Allocation (%) of zero, the Milestone Amount on the associated milestone is set to zero. For items with a Price Allocation (%) other than zero, milestone amounts are calculated in the order the deliverable items were created. To ensure the total matches the deliverable price, individual milestone amounts are rounded down and any remaining balancing figure is assigned to the final milestone created.