Problem definition Often clients using PSA V2 used to complain of the feature missing was copying the project as the template. A few of the Construction Company clients of mine have huge projects and have almost similar structure for many of their projects. Undoubtedly templates use to serve the purpose, but, only to a certain … Continue reading PSA Quick Tip: Use Project instead of Project Template while creating a project in PSA V3
Outlook appointment/Meetings to be allocated on Schedule board in PSA using MS Flow
Business Use Case: Often there are team members who share the need of getting allocated on schedule board in PSA directly as soon as they book an appointment or have a meeting invite. One of the reasons for the same is for the team or anyone concerned about allocation to understand that the said team … Continue reading Outlook appointment/Meetings to be allocated on Schedule board in PSA using MS Flow
Auto Generate Work Order Option in Field Service
I was preparing for the Pre-Sales demo for a client and came across a situation where the Work Order was not generating automatically, till I realised a couple of settings and the process of how to do it. The following is what happened and how I could actually see my work order getting generated … Continue reading Auto Generate Work Order Option in Field Service
PSA V3 navigation changes from V3.2 to V3.3
PSA V3.3 has changed the navigation from V3.2 to V3.3. It has become more cleaner and easier to navigate. Scrolling has gone, which was an issue. Below is how it used to look in V3.2 New look in V3.3 You need to select the area The project panel opens up. If you observe there is … Continue reading PSA V3 navigation changes from V3.2 to V3.3
PSA Quick Tip: Billable hours equals 0 in Time Entry approval
On a billing Friday, when I consolidate the billing information for all my projects and send it to my accounting team, I saw a thing more closely to observe that for a few time entries done by the team the billable(hrs) column showed 0.00 and Billing Type shows Not Available. Getting into the details was … Continue reading PSA Quick Tip: Billable hours equals 0 in Time Entry approval
Project Tasks Status meaning in PSA
On a billing Monday, I was wondering that why is one of my tasks not visible on the schedule board for allocation. I tried to check whether the hours allocated for that task are all allocated and exhausted. But, to my surprise there were still some hours pending to be allocated, but, still the … Continue reading Project Tasks Status meaning in PSA
PSA V3 Web Series: Part 4 (The end) (Invoicing & Journal entries) youtube.com
PSA V3 Web Series: Part 4 (Invoicing & Journal entries): Check out the part 4 of hashtag#PSA web series V3. This will give you step by step idea about Invoicing & Journal entries. #ProjectServiceAutomation #MSDyn365 https://lnkd.in/fxHdi62
Scheduling Resources for Project Tasks
The most complicated part post planning the WBS for a PM is allocation. Typically project managers allocate team members on the tasks they are supposed to perform. These tasks are from WBS that is prepared while planning the project. With D365 PSA it is slight different. We do not allocate resource on to a project … Continue reading Scheduling Resources for Project Tasks
Bulk delete allocations in CRM
There have been instances where we feel the need of deleting some records in bulk. I was looking at options of doing advanced search and saw that there were 500+ records showing up. Also, at a time Advanced Find allows to delete 50 records in one go. We definitely needed a better option and Data … Continue reading Bulk delete allocations in CRM
PSA V3 Web Series: Part 3 (Time and Expense Entries)
Please see my Vlog on PSA V3 Web Series: Part 3 (Time and Expense Entries) https://m.youtube.com/watch?v=BzXIrcODD54&index=4&list=PL-6ilGLcKEdicim8xnec77miPSU7rb8e6
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