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Admin Checklist for Monitoring PS Cloud Health

A template is available that outlines best practices for administrator checks within the PS Cloud solution. It details suggested daily, weekly, monthly, and annual tasks. These checks include reviewing logs, jobs, timecards, and exchange rates. The guidance is designed to assist in monitoring system health.

  • Feb 20, 2025
  • Knowledge

Title
Admin Checklist for Monitoring PS Cloud Health
Summary
A template is available that outlines best practices for administrator checks within the PS Cloud solution. It details suggested daily, weekly, monthly, and annual tasks. These checks include reviewing logs, jobs, timecards, and exchange rates. The guidance is designed to assist in monitoring system health.
URL Name
Admin-Checklist-for-Monitoring-PS-Cloud-Health

Release Version
Additional Notes

For more best practices see Best Practices for Maintaining a Healthy PSA Solution.

Procedure

Admin Cadence

Daily Checks

IDTaskHelpWhy It's Important
1Review App LogsLink to details
2Review Transaction Deltas
3Review Apex jobs
4Review Apex error emails
5{Add key tasks for admins that are critical for your business}{Add key tasks for admins that are critical for your business} see examples in Appendix C

 

The System Admin workspace shown below can be updated for use.


Weekly Checks

As daily + 

IDTaskCommentWhy It's Important
1[Managers] Timecard Reportingmissing time/time variance
2{Add key tasks for your admins that are critical for your business}{Add key tasks for admins that are critical for your business} see examples in Appendix C


Monthly Checks

As daily/monthly +

IDTaskCommentWhy It's Important
1Review/Update Exchange Rates[Optional]
2Close Time Period for forecasting[Optional - if using Services Revenue Forecasting]
3Billing - All Timecards/expenses/milestones submitted and approved
4{Add key tasks for your admins that are critical for your business}{Add key tasks for admins that are critical for your business} see examples in Appendix C

 

Annual Checks/Activities

IDTaskCommentWhy It's Important
1Update Time PeriodsEnsure kept 5 yrs into Future
2Create new Internal Project eg PTO, Sickness
3Close existing internal projects, assignments etc once all activities completed
4Update any automationsi.e. If PTO in external system and synced to PSA as an assignment on PTO project > Update project reference
5Review/Update Exchange Rates[Optional]
6Review/Update Rate CardsOptional If rates need updating
7Work Calendars [for Public Holidays][Optional] Adding on future year[s] Public Holidays
8Review reports for criticality and usage. Deprecate as needed.
9{Add key tasks for admins that are critical for your business}{Add key tasks for admins that are critical for your business} see examples in Appendix C

 

Objective

This article provides a template of best practices for daily, weekly, and monthly admin checks within the PS Cloud solution.

Professional Services CloudCustomer Success CloudOrganization Setup And AdministrationFinancial Management Cloud
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Knowledge:Admin Checklist for Monitoring PS Cloud Health