About the PSA Enablement Training for Project Managers training

This training provides Project Managers with a comprehensive understanding of how to effectively manage Professional Services projects within PSA. It covers the full project lifecycle—from setup to delivery and closure—while emphasizing accurate budgeting, forecasting, assignment management, milestone tracking, and timecard approvals to ensure successful project execution and financial integrity.

Product alignment

This training was built using UiPath FinancialForce PSA and complementary tools such as the Timecard Bot and Timecard Web Application to ensure hands-on familiarity with the exact systems used in project delivery.

Learning prerequisites

To make the most of this training, participants should have foundational knowledge of Professional Services workflows and access to Salesforce/PSA project pages, UiPath Assistant, or the timecard submission tools.

Audience

This training is designed for UiPath Professional Services Project Managers responsible for project planning, execution, financial oversight, staffing coordination, and timecard approvals.

Agenda

This training covers key areas around:

• Understanding PM responsibilities across the PSA lifecycle

• Setting up and maintaining project structures, budgets, forecasts, and milestones

• Managing resource requests, assignments, and subcontracting activities

• Reviewing and approving timecards for compliant project billing

• Identifying when and how to initiate Change Requests

• Ensuring adherence to best practices and project governance

Learning objectives

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

• Understand your role in PSA processes across project setup, delivery, and closure

• Manage budgets, forecasts, milestones, resource requests, and assignments effectively

• Oversee timecard submission and approval to support accurate billing and compliance

• Navigate project documentation, SOW/FDS details, and contractual obligations

• Support accurate forecasting and financial management across all project types