Change Terminology in PSA

Terminology refers to all terms used within, and specific to, PSA. As some organizations may prefer to use different terms from those used within the application, the Terminology setup enables you to change the terms used within PSA to terms more suitable or relevant to the organization using the application.

This article details how to customize in-app terminology to better align with your organization’s language preferences by updating terms through the Terminology setup feature.

Caution: Any changes performed in this section do not take effect until the application is exited and/or restarted.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Organization.
3. From the menu click System.
4. From the System page click the System Setup button to access the System Setup page.
5. From the System Setup page, click the Terminology button to access the Terminology page.
6. Click the Search box and type the complete or partial Default Name.
7. Click the Search button to search for the item(s)
8. Note that the list will be refreshed and only display the item(s) you searched for.

   

9. You can modify the following terminology to terms that are more suitable or relevant to your Organization:

   Account Accounts Adjustment Adjustments Allocation Assignment Assignments Banked overtime Billable Billing Billing Rule Billing Rules Booking Booking Type Business Unit Business Units Calendar Calendars Capitalized Charge Charges Class Classes Client Clients Company Component Components Contact Contacts Contract Contracts Cost Cost Rule Cost Rules Currencies Currency Currency Exchange Double overtime

   Expense Expense Item Expense Items Expense Workflow Expense Workflows FTE Funded Group Groups Hard Book Hard Booked Hard Booking Hard Bookings Holiday Holiday set Holiday sets Holidays Invoice Invoice Batch Manager Invoice Workflow Invoice Workflows Invoiced Invoices Invoicing Item Items Leave Time Leave Times Margin Miles Non-Billable Overtime Payable Period Periods Personal day Phase Phases PO Portfolio

   Portfolios POs Pre-Billing Process Workflow Process Workflows Product Product Entry Rule Product Entry Rules Products Proficiencies Proficiency Program Programs Project Project Forecast Project Scheduling Projects Purchase Purchase Item Purchase Items Purchase order Purchase orders Purchase Workflow Purchase Workflows Purchases R D Requisition Requisition Workflow Requisition Workflows Requisitions Resource Scheduling Revenue Role Roles Rule Rules Sick leave Site Sites

   Skill Skill Set Skill Sets Skills Soft Book Soft Booked Soft Booking Sub-Workflow Sub-Workflows Supplier Suppliers Task Tasks Tax jurisdiction Tax jurisdictions Team Teams Timesheet Timesheet Workflow Timesheet Workflows Timesheets Title Titles Tracking number User User Defined Field User Defined Fields User(s) Users Vacation Work Plan Work Type Work Types Workflow Workflow Entries Workflow Entry Workflow Role Workflow Roles Workflows Workforce Planning

   Workforce Planning Workflow Workforce Planning Workflows

   Caution: The Purchasing and Requisitioning modules are deprecated and unavailable in PSA. Please note that any Terminology related to these modules will be removed in a future release.

10. Enter the new Terminology name in the Preferred Names box. The default names are displayed in the Default Names column.

    

11. The preferred Terminology will automatically be saved upon clicking on another line item.

    Note the Success message informing you that your changes were saved successfully.