What is the best way for a System Administrator to Schedule Backlog in Lightning?

Understanding Backlog Scheduling in PSA:

Backlog refers to the revenue from future scheduled assignments and milestones.

Scheduled backlogincludes revenue from scheduled assignments and milestones.

Unscheduled backlogis the total expected revenue minus actual billings and scheduled revenue​.

Options Analysis:

Option A:"On the Region, click on Calculate Backlog. Fill out the fields, and click Calculate."❌This is formanual backlog calculation, not scheduling.

Option B:"From the PSA Administration tab, click on Schedule Backlog Calculation."✅Correct! This allowsautomated backlog calculationsat regular intervals.

Option C:"From the Developer Console, run a script to Calculate Backlog."❌While possible, this isnot best practicefor system administrators.

Steps to Schedule Backlog Calculation:

OpenPSA Administration Tab.

LocateSchedule Backlog Calculation.

Set up parameters, including time period types (Month, Quarter, Year, Perpetual).

Configure the job to run automatically at a defined interval (e.g., weekly).

Validate execution via SalesforceScheduled Jobs.

References:

PSA Sys Admin Essentials Student Guide​.