Administrator Guide

The topics in this section describe:

PSA components used by PSA administrators.
Configuration tasks that administrators perform.
Manage large volumes of data.

Concepts

Backlog Calculations Overview

Custom Columns Overview

Managing Configuration

Setting up Accounts and Opportunities

About Contacts and Resources

Permission Controls

Rate Cards Overview

Regions, Practices and Groups

Managing Security and Sharing

About Time Periods, Work Calendars, and Holidays

Work Queue Manager

Apex Actions for AI Agents

Tasks

Amending Configuration Values

Configuring Custom Columns

Setting up Assignments

Customizing Billing Event Items

Setting up Projects

Configuring Task-Based Resourcing

Setting up Generative AI in Certinia Help

Setting up Timecards

Scheduling Backlog Calculations

Calculating Missing Timecards

Setting up the Timer Component

Setting up Services Deliverables

Scheduling Deletion of Smart Action Records

Reference

Configuration Settings

PSA Administration

PSA In-App Guidance

Deprecated Elements

Services Deliverables Apex Actions

Smart Action Plan Fields

Smart Action Step Fields

Delete Smart Action Records Fields