Setting up Services Deliverables

An administrator must complete the following steps when setting up services 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 deliverables and their items, and manage project services deliverables and their items.
  • Assign the PSA - Manage Services Deliverables permission set to users who need to view project services deliverables and their items, and manage services deliverables and their items.
  • Assign the PSA - Manage Services Credits Allocations permission set to users who need to allocate services credits to milestones.

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: Assign Page Layouts to Profiles

Assign the following page layouts to the relevant profiles:

Page Layouts to Assign to Profiles
Object Page Layout
Services Deliverable Services Deliverable Layout
Services Deliverable Item Services Deliverable Item Layout
Project Services Deliverable Project Services Deliverable Layout
Project Services Deliverable Project Services Deliverable Item Layout

For more information about assigning page layouts to profiles, see the Salesforce Help.

Step 3: Add Fields to Page Layouts

Ensure the following fields are added to the corresponding layouts:

Fields to Add to Page Layouts
Object Page Layout Field Further Information
Services Deliverable Services Deliverable Layout Product Services Deliverable Fields
Project Services Deliverable Project Services Deliverable Layout Product Project Services Deliverable Fields
Opportunity Product

Step 4: Set up Services Deliverable Data

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

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

Notes:
  • If using services credits pricing, 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 Deliverables and Deliverable Items

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

For more information, see Adding Services Deliverables to Projects.

Your catalog includes two options for customers wanting 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 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, create services 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 varies between the two packages. This is because pricing is defined at the deliverable item level.

  4. When your services 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 5: Configure Pricing Options

Services deliverables can use services 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 you configure your org to support only one pricing option. If only one option is supported, the selection step is skipped.

If you plan to use only one pricing option for your services deliverables, we recommend that you disable the unused one in the Services Deliverables Settings custom setting, as follows:

  • To disable monetary pricing, select the Disable Monetary Pricing checkbox. Only deliverables using services credits pricing can then be added to projects.
  • To disable the services credits pricing, select the Disable Services Credits Pricing checkbox. Only deliverables using monetary pricing can then be added to projects.

These settings apply at the organization level and control the available pricing options for all services deliverable processes. For more information about managing custom settings, see the Salesforce Help.

[Optional] Step 6: Customize Copied Fields

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

For each object and pricing option, a custom setting field is available to define a field set containing the fields to add. This allows you to use different field sets for each pricing option.

To customize the fields that are copied to the generated 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. You might want to use a different set of fields depending on the pricing option. For more information about creating field sets, see the Salesforce Help.

  2. Use the following fields on the Services Deliverables Settings custom setting to specify the API names of the field sets you want to use for each object and pricing option:

    • Milestone Fields - Credits
    • Milestone Fields - Money
    • Project Task Assignment Fields - Credits
    • Project Task Assignment Fields - Money
    • Project Task Dependency Fields - Credits
    • Project Task Dependency Fields - Money
    • Project Task Fields - Credits
    • Project Task Fields - Money
    • Resource Request Fields - Credits
    • Resource Request Fields - Money
    • Resource Skill Request Fields - Credits
    • Resource Skill Request Fields - Money
    • Risk Fields - Credits
    • Risk Fields - Money
    • Schedule Exception Fields - Credits
    • Schedule Exception Fields - Money
    • Schedule Fields - Credits
    • Schedule Fields - Money

For more information about managing custom settings, see the Salesforce Help. For more information about the Services Deliverables Settings custom setting, see Services 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 field sets for these custom setting fields, the fields they contain are automatically copied to the generated records based on the pricing option used when adding deliverables to projects.

[Optional] Step 7: Add Additional Columns to the Add Services Deliverables Window

You can add additional read-only columns to the table that lists services deliverables in the Add Services Deliverables window. This enables you to display extra information that is relevant to your business processes when users add deliverables to projects.

The columns displayed can be configured independently for services credits pricing and monetary pricing. For more information about how to configure this, see Adding Additional Columns to the Table in the Add Services Deliverables Window.

[Optional] Step 8: Add Additional Columns to the Services Deliverable Items Grid

You can add additional read-only columns to the Services Deliverable Items grid that is available on the Deliverable Items subtab of services deliverable record pages. This enables you to display extra information that is relevant to your business processes when users manage deliverable items from the grid.

The additional columns are configured on the PSA Services Deliverable Items Grid Lightning component by specifying a field set. Because field set selection is specific to each component instance, the same component can display different columns on different record pages.

For more information about how to configure this, see Adding Additional Columns to the Services Deliverable Items Grid.

Using Your Own Page Layouts and Lightning Pages

If you use your own page layouts and Lightning pages, take the following action.

Page Layouts

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

  • Services Deliverable
  • Services Deliverable Item
  • Project Services Deliverable
  • Project Services Deliverable Item

For information about editing page layouts, see the Salesforce Help. For more information about the fields for each object, see:

Lightning Pages

If you use your own Lightning pages, ensure that you take the following action.

Add Lightning Actions to Relevant Pages

Add the following Lightning actions as dynamic actions to the relevant pages:

Lightning Actions to Add to Pages
Object Lightning Action
Services Deliverable Enable Monetary Pricing
Disable Monetary Pricing
Enable Services Credits Pricing
Disable Services Credits Pricing

For more information about these Lightning actions, see Services Deliverable Fields.

Add the PSA Services Deliverable Items Grid Component to Relevant Pages

If you use your own Lightning page or pages for the Services Deliverable object, add the PSA Services Deliverable Items Grid component to them.

For more information about the component, see PSA Lightning Components. For more information about adding components to Lightning pages, see the Salesforce Help.