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The time periods in your org run through 2024. Your Finance team wants to start building forecast models through 2030. What is the best way to help the Finance team accomplish their task?
Correct Answer: B
* Understanding Time Periods in PSA * PSA requirespredefined time periodsto process timecards, utilization, and forecasting. * If time periods are not extended into the future,forecasting and utilization calculations will stop workingbeyond the last defined time period. * How to Extend Time Periods to 2030 * Step 1:Create a.csvfile with the appropriate time slices (years, quarters, months, weeks). * Step 2:UseSalesforce Data Import WizardorDataloader.ioto import the records. * Step 3:Ensure the imported time periods align with yourcompany's fiscal year. * Step 4:Verify in PSA that new time periods are correctly set up and available for reports. * Why Not Contact FinancialForce Support? (Option C) * FinancialForce Support is not requiredto create time periods. This is astandard admin task that can be completed using Salesforce tools. * PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 87. References:
