The Icon Bar

The Icon Bar is at the far left side of the page and contains buttons to represent different functions within PSA. The selection of a specific button will drive the Navigation Menu that appears.

Note: The buttons and menu items available in your Icon Bar and Navigation Menu will depend on your permission settings.

The Icon Bar

The Icon Bar

  • The Icon Bar is located along the left side of the page.

The Icon Bar Buttons

The Icon Bar buttons

The following are part of the Icon Bar:

  1. Home : The Home button takes you to your Home page giving you access to My Projects & Approvals and My Home.
  2. Portals : The Portals button will appear in the left navigation only when there is at least one Dashboard accessible to the logged user.
  3. Entries : The Entries button has an associated Navigation Menu giving you access to:
    1. My Timesheet
    2. Timesheet Manager
    3. Leave Request
    4. My Schedule
    5. Expense Manager
    6. My Work Plan
    7. Charges (My Entries and Approval)
    8. Products (My Entries and Approval)
    9. Resource Scheduling
    10. Project Scheduling
  4. Financial : The Financial button has an associated Navigation Menu giving you access to:
    1. Invoice Manager
    2. Expense Payable Manager
    3. Payroll Manager
    4. WIP Accrual Manager
    5. Revenue Batch Manager
  5. Project List : The Project List button takes you to your Project List page.
  6. Program List : The Program List button takes you to your Program List page.
  7. Setup : The Setup button has an associated Navigation Menu giving you access to:
    1. Organization (System, Sites, Business Units, Resource Types, Groups, Teams, Users, Roles and Titles),
    2. Work (System, Clients, Portfolios, Phases, Work Types, Tasks, Products, Components, Project Status Templates, Project Workflows, Project Overview and Work Item Workflows)
    3. Workforce Planning (System, Calendars, Holiday Sets, Resource Request Workflows and Skills)
    4. Timesheet (Timesheet Workflows, Leave Request Workflows, Leave Time, Charges and Timesheet Templates)
    5. Expense (System, Workflows and Expense Items)
    6. Financial (System, Invoice Workflows, Cost Rules, Billing Rules, Rate Cards, Charges and Financial Planner Templates)
    7. User Defined Fields
    8. Notifications
  8. Reports : The Reports button takes you to the PSA Reports central.
  9. Upland Analytics : The Upland Analytics button takes you to the Upland Analytics.
  10. Tools : The Tools button has an associated Navigation Menu giving you access to: Import (QuickBooks Online, Excel, CRM and import Logs), Export (QuickBooks Online), Failed Notifications, Outlook Error Log, Audit Trail, Logged Users.
  11. Integrations : The Integration button has an associated Navigation Menu giving you access to Concur, Upland PSA, Microsoft Teams and CRM.