Configuration Groups, Options and Values

FinancialForce PSA Configuration values are used by the application to process specific data elements, based on individual customer requirements. A basic set of the configuration values is provided with FinancialForce PSA. If you are an administrator user you can edit these values.

FinancialForce PSA Configuration is organized by groups, options and values to facilitate easier look-ups and searches.

Note
FinancialForce PSA also has custom settings that you can configure. Some settings such as those in the Timecard configuration group are duplicated in the custom settings.

Groups

Groups logically represent areas containing options and values. Each group has a name, a key, a description and a version. Each group can contain several options, and each option can house one or more values.

Options

Each option has one of the Collapsedfollowing attributes:

Values

Each value has an id, a reference back to its configuration option, a sort option, and the value. Depending on the component and its function, you can set the values to configure the application.

Related Information

Setting up the Application

Reference Materials

Actuals Settings

Assignment Settings

Backlog Settings

Billing Settings

Budget Settings

Business Record Settings

Calculate Schedule Backlog Settings

Calendar Settings

Change Request Settings

Currency Settings

Est vs Actuals Settings

Expense Report Settings

Feature Users Settings

Forecasts Settings

Hierarchy Settings

Milestone Settings

Miscellaneous Adjustment Settings

Missing Timecard Generation Settings

Opportunity Add Resource Requests From Template Settings

Permission Control Settings

Planner Settings

Project Settings

Resource Planner Settings

Resource Request Settings

Resource Settings

Security Settings

Self-Assignment Settings

Skills Settings

Staffer Settings

Timecard Settings

Transaction Follow Rules Settings

Trigger Settings

Utilization Settings

Vendor Invoice Settings

Work Queue Manager Settings

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