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Projects

Clicking the Projects tab displays the Projects home page. More about the home page.

• In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
• In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
• From the list, you can click any project name to go directly to its detail.
• Click New to create a new project.

Recent Choice		Description
Recently Viewed		The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created		The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified		The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.

In FinancialForce PSA a project is a collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. Projects are the shell around your organization's professional services tracking. You can associate billable projects with accounts and opportunities. You can also create a project hierarchy by creating child projects. Project data rolls up to the regions, practices and groups (RPGs) associated with the project.

FinancialForce PSA calculates actuals automatically from project data. Backlog and utilization need to be explicitly requested.

If you have the permissions to do so you can:

• Clone projects.
• Create a project from a template or an opportunity.
• Create global projects to track activities not related to a particular project. You can use a global project to track things like vacations and internal non-billable projects.
• Create new projects.
• Delete projects.
• Generate billing events.
• Generate change requests.
• Generate status reports.
• Manage resources using the Project Planner, Resource Planner, and Staffer.
• Search for projects using the advanced options on the Project Planner.
• Share access to project activities with project managers and resources.
• View and edit project attributes.

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