Some enhancements and fixes are enabled automatically

All features are enabled by default

Any features that might have a significant impact on your data are disabled by default

Navigation Configuration Builder, Lighting App Builder, PSA Administration Tool

Navigation Configuration Builder Highlights Configuration Builder Lighting App Builder

Navigation Configuration Builder, Lighting App Builder, Heroku App Builder

Bookings. Budgets. Revenue. Costs. Margin

Bookings, Billings. Forecasts. Costs. Margin

Bookings Billings Revenue Costs Margin

Schedule the RPGPR Maintenance Batch in PSA Administration

Manually update the Time Period on all RPGPR records

Enable the RPGPR Time Period auto update feature in Setup

Set up an Expense Limit that will limit the expense based on the Expense Type on the Expense Limit record at the global region level.

Set up an Expense Limit that will limit the expense based on the Expense Type on the RPG record.

Set up an Expense Limit that will limit the expense based on the Expense Type on the Resource Record.

Go to Setup > Custom Settings > Expense Settings > edit the "Secondary Approval" setting

Go to Setup > Object Manager > Expense Reports > Lightning Page > Edit the "Approval Process" Component to add an Approval Step

Go to Setup > Approval Processes > Expense Reports > Create a new Approval Process with Entry Criteria for the Expense Amount

Project Task Gantt Global Settings

Gantt Global Settings

Project Task Gantt Preferences

Contact FinancialForce Onboarding and have them assist you jn uploadinq a "csvfile with the correct time periods for the years 2025-2030 into your org

Use dataloader.io or Data Import Wizard to upload a "csvfile with the correct time periods for the years 2025-2030 into your org

Contact FinancialForce Support or your Partner to open a ticket, requestinq that Onboarding help load the required time periods to ensure Actuals remain intact in your org

PSA Administration page > PSA Batch Processes > App Loq Cleanup Job

Foundations Set Up > Scheduled Jobs > Agp_ Log Cleanup Job

Set Up > Scheduled Jobs > Agg Log Cleanup Job

The report filter for "End Date" needs to be edited to a different date range

The report needs to be grouped by Resource

The report needs to be filtered by Time Period Type

The approver must be in the same role hierarchy as the submitter

The approver must have Read permissions on the "Timecard" object

The approver must be set up as a Delegated Approver for the submitter

Create a Muting Permission Set and add it to the Group

Clone the Permission Set Group and remove unwanted permissions

Build your own permissions or Permission Set Groups

Utilization Ermine checkbox is deselected under Utilization custom settinqs

Resource Availability column is not selected under the Resource Planner columns list

Managers don't have the field level access to Resource Availability

Enable "Self-Nominate for Resource Request" custom setting > add the "PSA Resource Self-Nomination" Lightning component to the Resource Request Detail Page

Enable "Candidates Can Self-Nominate for Work" custom setting > add the "PSA Resource Self-Nomination" Lightning component to the Lightning Home page

Enable "Self-Nominate for Work" custom setting > add the "PSA Self-Nomination" Lightning component to the Project Detail Page

One full time work calendar, and one work calendar for each unique part time contract

One full time work calendar, and one part time work calendar

One full time work calendar, one part time work calendar, and one generic flexible work calendar