Managing Settings

You can configure FinancialForce Professional Services Automation using settings in the Configuration Groups. See "Configuration Groups, Options and Values".

Some aspects of FinancialForce Professional Services Automation are controlled by custom settings. Click Your Name | Setup | Develop | Custom Settings. You must be signed in with System Administrator permissions to perform these tasks.

See the Salesforce Help for information on how to maintain custom settings.

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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