About the PSA Assignments & Timecard Entry training

This course equips you to confidently submit and manage your time in the Professional Services Automation (PSA) tool, ensuring accuracy, compliance, and seamless project execution. You’ll learn how to correctly record your hours, understand assignments and milestones, select the right project for time entry, and follow the approval workflow. Along with hands-on guidance, the course highlights best practices that support accurate reporting, proper billing, clear visibility, and excellence in Professional Services delivery.

Learning objectives

At the end of this course, you should be able to:

• Confidently enter, save, and submit your timecards in PSA using all available methods.

• Explain what assignments and milestones are.

• Follow required compliance practices, including weekly submission deadlines and approval expectations.

• Apply best practices to ensure your time is accurate, complete, and aligned to project delivery needs.