PSA Objects and General Terms and Concepts Flashcards
What is a collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones, and budgets?
Project
What are the 3 levels of hierarchy used in PSA to which other objects belong such as resources, opportunities, and projects?
Region, Practice, Group (RPG)
*What has a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations, and region plans belong?
Time Period
*What is a collection of configuration options that defines the behavior of a FinancialForce PSA object or feature?
Configuration Group
What are the 8 key PSA objects?
Projects, Milestones, Project Task, Assignment, Timecard, Expense Report, Billing Event, Misc Adjustments
What object is a fixed target on a project that can be billed?
Milestone
What object is an allocation of a resource to a project?
Assignment
What object is time charged by a resource to a project?
Timecard
What object is a collection of expenses?
Expense Report
What object is a grouping of billable work on a project?
Billing Event
What is a catch-all business record used to adjust incorrect data?
Miscellaneous (Misc) Adjustments
*What package are PSA Licenses assigned from?
PS Enterprise Package
What type of Salesforce licenses is included in all PSA licenses?
Salesforce Platform License
What type of PSA license provides the rights to do everything included with PSA?
Full PSA license
What type of PSA license is for project team members to log time and expense reports within PSA?
Time & Expense User
What type of PSA license is designed for Project Status view only?
PSA CRM View Only
Time periods define time dimensions for tracking and reporting what 4 things?
Planned, Actual, Utilization, Forecasting
What defines the default number of hours for each day in the week to carry over to resource schedules when creating assignments?
Work Calendar
What are Actuals?
Summary of financial and hours data for a project, resource, and RPG
What are 2 Salesforce Objects that are required to run PSA?
Accounts and Contacts
What are 2 Salesforce Objects that are optional but often utilized for PSA?
Opportunities and Products
What does PSA use to aggregate data and provide a segmented view of financial and resource data?
Regions, Practices, and Groups (RPG)
Does a PSA project need to be tied to an Opportunity and Account?
No, only to an Account
What are 3 ways a Resource can be assigned to a project?
Using Assignments link on the Project, converting a Resource Request into an Assignment, Using Project or Resource Planners
What can a resource enter time and expenses against?
Project, Assignment, Milestone, Project Task
