Configuring Arrow PSA

2 min read

Arrow PSA is installed with a set of configurations that are ready to use for core project management, time entry, task management, resource management and invoicing. The platform can be further extended by Salesforce administrators leveraging Salesforce configurations.

NOTE
Arrow also comes preconfigured with core invoicing functionality setup for manual invoice generation. Invoicing can be quickly automated without requiring any significant changes to Arrow PSA and Salesforce. Simply schedule the Apex Invoice Jobs that are pre-installed with Arrow and the system will auto-generate invoicing!

Implementation and setup of Arrow is based on core functional areas for project management and professional services automation. As an administrator you have the ability to setup each core functional area that your organization will use in the system.

Tailor your project management process
Configure the basic project management process in Salesforce by updating the user interface, configuring the types of projects your organization manages, and getting the data setup your way.
Configure and setup the project planner & gantt
Customize the robust Arrow PSA project planner for your team.
Management of project tasks and work
Add components to visualize and manage work throughout your entire organization with Arrow Kanban and Arrow Checklists.
Setup resource management
Enable Arrow PSA to manage both internal and external human resources and physical materials/locations.
Setup time management & time entry
Tailor Arrow PSA to support your organization’s time entry process from timesheets to quick time entry.
Configure invoicing & billing
Define how invoicing should occur in Salesforce for your organization. Configure billing & invoicing to define multiple and/or standard rate cards, or define specific billing rules for individual projects.
Cool configuration recipes & examples
Extend Arrow PSA using standard Salesforce declarative configuration — that is, setup Arrow PSA with clicks, not code. We have a set of examples of cool configurations that can be add to the system to extend Arrow PSA for your organization.