Your organization has decided to change the default scheduling strategy to be used as a starting point when creating an Assignment on the Project…

Certinia PSA utilizes a custom object, pseConfigurationValuec, to manage system-wide application settings and defaults. To change the default scheduling strategy for new Assignments, an administrator must locate and modify the specific Configuration Value record responsible for this setting. This record typically has a pseKeyc value such as DefaultSchedulingStrategy. By updating the pseValuec field on this record to the desired strategy (e.g., "Fixed Duration & Effort"), the administrator sets a new default for the entire organization, which will be used when creating new Assignments.

A. Removing options is accomplished by editing the picklist field on the Assignment object, which limits choices but does not set the default value.

C. Deleting the configuration record would remove the custom default, causing the system to revert to its hard-coded default, rather than setting a new one.

1. Certinia PSA Administrator Guide: The guide details the use of Configuration Options (records of the pseConfigurationValuec object) to control application behavior. The section on "Configuration Options" explains how to find and edit these records to set system defaults. Specifically, it lists keys like DefaultSchedulingStrategy that control default values for core objects like Assignments. (Reference: Certinia PSA Administrator Guide, "Configuration Options" section).

2. Certinia PSA Help Portal, "Configuration Options": This resource provides a comprehensive list of all configuration keys available in PSA. The entry for DefaultSchedulingStrategy explicitly states its purpose is to "Set the default scheduling strategy for new assignments." This confirms that modifying this specific configuration record is the correct procedure. (Reference: Certinia PSA Help, "Configuration Options" article, entry for DefaultSchedulingStrategy).