Setting Initial Configuration Options

Configuration options in PSA are contained in custom settings and configuration groups.

Custom Settings

Custom settings are a Salesforce feature that allow you to customize PSA functionality and behavior. Although PSA custom settings are installed with the product, we recommend that you manage each setting to accept the defaults after installation:

  1. From Setup, click Develop | Custom Settings.
  2. Click Manage next to the custom setting Label.
  3. Click New at the top of the page.
  4. Complete the instruction for each custom setting in the table that follows. For further information about the configuration options in each custom setting, click the custom setting name. To return to this page, click the back button in your browser.
PSA Custom Setting Initial Configuration
Custom Setting Name See Detailed Description Instruction
Search Resources Global "Search Resources Settings"

Enter Default in the Name field and click Save.

Timecard Entry UI Switch "Timecard Entry UI Switch" Click Save to accept the defaults.
Timecard Entry UI Global "Timecard Entry UI Global Settings"
WorkQueues "Work Queue Manager"
Common Settings "Common Settings"  
Missing Timecards "Missing Timecard Generation Settings"  
Permission Control Settings "Permission Control Settings"  
Search Resources Personal "Search Resources Settings"  
Security (appirio_core) "Security Settings"  
Security (pse)  
Task Settings "Task Management Settings"  
Triggers "Trigger Settings"  
Utilization "Utilization Settings"  
Assignment Settings "Assignment Settings" Select a default location and a user or profile, and click Save.  
Backlog "Backlog Settings"  
Est Vs Actuals Settings "Est vs Actuals Settings"  
Timecard Entry UI Personal "Timecard Entry UI Personal Settings" No action required initially.
Note
The first time a PSA user clicks Copy from Previous Week on a timecard, a value is created in the Timecard Entry UI Personal custom setting for that user. This is in addition to the organization-wide value. The new value is created with the organization-wide default settings, plus any checkboxes that were selected when the user clicked Copy from Previous Week. Changes to organization-wide configuration do not change the configuration for an individual user where it exists. To edit the configuration options for an individual user, click Manage in the Timecard Entry UI setting, scroll to the user whose configuration options you want to edit and edit the values for that user.

Configuration Groups

The Configuration Groups tab contains groups of configuration options that logically represent areas of PSA. Each configuration group has a name, a key, a description and a version. Each group contains several options, and each option houses one or more values.

Concept Information

Setting up the Application

Quick-Start Guide

Related Tasks

Importing and Exporting Configuration

Data Setup Tasks

Permission Controls

Customizing Page Layouts

Installing Extension Packages

Setting Current Time Period Fields

Setting the Actuals Processing Mode

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