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User Guide

8

Arrow Basics
Billing Setup
- Setup a project for time and materials billing
Time and Expense Tracking
- Logging Expenses
- Logging Time

Installing Arrow PSA

5

Installing Arrow PSA
Install Arrow PSA from the Salesforce AppExchange
Setup Declarative Rollups for Lookups
Assign User Licenses
Assign administrative and super user permissions

Configuring Arrow PSA

56

Configuring Arrow PSA
Tailor Your Project Management Process
Configure and Setup the Project Planner & Gantt
Management of Project Tasks and Work
Setup Resource Management
Setup Time Management & Time Entry
Configure Invoicing & Billing
Cool Configuration Recipes & Examples
- Invoice approval process
- Expense approval process
Your Arrow Account
- Adding/Removing Arrow Users
- Standard permission sets
Arrow PSA Fields

Resources

3

Release Notes
Planner Keyboard Shortcuts
Data Dictionary

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Data Dictionary

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Arrow PSA Data Dictionary Download

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Updated on January 2, 2025

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Phone: (773) 635-2200

Email: [email protected]

Web: Arrow PSA Blog

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