Automation Processing Services

Understand the purpose and configuration of Automation Processing Services, which enable scheduled and automated task execution within the system to streamline business operations and reduce manual effort.

The articles details the out-of-the-box services, batch or automated background services, available in the system:

The following are out-of-the-box services, batch or automated background services, available in the system:

  • Aging Notifications: Deliver Project, Leave Request and Work Process aging email notifications.
  • Archiving: This Service archives various types of data within the PSA application.
  • Availability Population: Populates User availability in the future.
  • Budget Notifications: Processes Budget Notifications.
  • Complete Milestones: Completes Milestones once their completion date is reached.
  • Complete Recurring Billing Rules: Completes Recurring billing rules once their billing date is reached.
  • CRM Data Exchange: Imports Projects from CRM, update Project, User, and Contact data from CRM and update KPIs from PSA.
  • CRM Users and Contacts Import: Imports Users and Contacts from CRM service
  • Delete Notifications: Deletes Notifications that are over 30 days old.
  • Export Projects to Concur: Exports PSA Client/Project data to Concur.
  • Failed Notification: Notifies system administrator of failed notifications.
  • Import credit card transactions: Imports credit card transactions.
  • Import Expenses from Concur: Imports Expense Report Data from Concur to PSA.
  • Import Proposals: Imports Proposals as PSA Projects.
  • Notifications Delivery: Delivers email notifications.

  • Process Advanced UDFs: Processes Advanced UDFs.

  • Process Holidays: Populates Users' timesheets with holiday time.

    Note: Automated Processing of Holidays works for the current Period.
    Example: July 1st is set as a Holiday. On June 24th the User Timesheets for July1st will be populated with holiday time.

  • Process Leave Time: Processes leave time accrual and reset rules.
  • Process PO Notification: Process PO Notification
  • Process User Evaluation: Notifies managers of upcoming User evaluations.
  • Project Initialization: Initializes the Project Workflows.
  • Recalculate calculated fields: Recalculate values of calculated fields.
  • Regenerate Financial Planner Data: Regenerates Financial Planner Data
  • Reminders to complete/approve Timesheets: Sends reminders to complete/approve Timesheets.
  • Report Generation: Generates a PDF version of reports.
  • Revenue Recognition Schedule: Schedule Revenue Recognition cycles.
  • Suspend Projects at end date: Suspends Projects that have passed their end date.
  • Suspend Users on termination date: Suspends Users once their termination date is passed.
  • Synchronize Integrations: Synchronize updated data to the integration products. (Upland Analytics)
  • Timesheet Reminder Escalation Notifications: Notifies managers of uncompleted/unapproved Timesheets.
  • Timesheets Initialization: Creates User Timesheets for up to 180 days in the past.
  • Update currency exchange rates: Updates currency exchange rates in the application.
  • Update User data: Process Users' Titles, Functional Groups and Resource Types.

For further details refer to Setting up the Automation Processing Options.