FinancialForce/Certinia PSA operations including project status updates, PSR management, timecard logging, skill matrix management, and resource tracking
Plugin fe-financialforce-tools from marketplace fe-vibe in sarah-hord-db/vibe. Commands read from the repo's manifest — 1 month ago.
financialforce-ip-project-createCreate productive utilization projects and budgets in FinancialForce/Certinia (pse__Proj__c, pse__Budget__c). Use when the user asks to create a presales project, partner oversight project, productive util project, budgeted util project, or process a request from #ps-budgeted-util-request. Covers DP
financialforce-project-statusUpdate the Project Status RAG field (Green/Amber/Red) on FinancialForce/Certinia PSA projects (pse__Proj__c). Use when the user asks to change a FinancialForce project RAG status, check project status in FinancialForce/Certinia, or update pse__Project_Status__c.
financialforce-skill-updateView and update the FinancialForce/Certinia Skill Matrix (pse__Skill_Certification_Rating__c). Use when the user asks to view their skills, update skill ratings, add new skills, check certifications, see what skills they're missing, or manage their skill matrix in FinancialForce.
financialforce-timecard-approvalView and approve/reject FinancialForce/Certinia timecards (pse__Timecard_Header__c) as a manager. Use when the user asks to approve timecards, review submitted time, check pending approvals, reject a timecard, or manage timecard approvals in FinancialForce. Shows a weekly grid of submitted timecards
financialforce-timecard-autofillFill out weekly FinancialForce PSA timecards automatically from scheduled hours and auto-populate notes from work activity. Use when the user says "fill timesheet", "fill out my timecard", "submit my time", "timesheet", or asks to log weekly hours.
financialforce-timecard-entryView, fill, and manage FinancialForce/Certinia timecards (pse__Timecard_Header__c). Use when the user asks to view their timecard, log hours, fill time, check time entry, submit timecards, or manage weekly time in FinancialForce. Supports viewing scheduled vs actual hours, creating new timecards, up
financialforce-timecard-logLog weekly timecards in Salesforce PSA. Use when the user wants to log time, check available timecodes, create timecards, or fill in their weekly timesheet.
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