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
Part 2 of my Webseries/Vlog that demonstrates Project Creation and Scheduling.
Please refer to my blog that demonstrated project creation and scheduling. https://www.youtube.com/watch?v=9xpJI3cjMBE&index=3&list=PL-6ilGLcKEdicim8xnec77miPSU7rb8e6
FetchXML to get the Bookable Resource vs there Sales Price
You can use the below code to get the bookable resource and its sales price. FetchXML Code <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true"> <entity name="bookableresourcebooking"> <attribute name="starttime" /> <attribute name="resource" /> <attribute name="endtime" /> <attribute name="duration" /> <attribute name="msdyn_projectid" /> <attribute name="bookingtype" /> <attribute name="bookingstatus" /> <attribute name="bookableresourcebookingid" /> <order attribute="starttime" descending="true" /> <filter type="and"> <condition … Continue reading FetchXML to get the Bookable Resource vs there Sales Price
Delegate work around in PSA V3
As we explore the time entry functionality, the option of Delegates functionality is no longer available OOB in PSA V3. Though we can enable Delegate entity from the site map. But, even then there are some customizations that might be needed on Time Entry entity. Like: adding a look up for the bookable resource. Writing … Continue reading Delegate work around in PSA V3
PSA Tip: Deactivate the project rather than marking it complete
I often check my projects that I manage in a day. There is this enormous no of active project that I see in the list that concerns me. This takes me to the thought to manage them. One thought was to create a field that could be priority look up and based on the values … Continue reading PSA Tip: Deactivate the project rather than marking it complete
Setting the WorkHourTemplate in the right way to the resource in PSA
Business Use Case: I was trying to explore the Extend Booking functionality in PSA and saw that the users were getting allocated for the entire 24 hours a day. I immediately figured out that the issue was that the work hour template was not set properly. That doesn’t mean I didn’t have a new work … Continue reading Setting the WorkHourTemplate in the right way to the resource in PSA
Extend booking functionality and an alternate to resource booking in PSA V3
Extend booking functionality and an alternate to resource booking in PSA V3 I came across the functionality of Extend Bookings when I was moving ahead to allocate some hours to the resources on the project in PSA V3. This beautiful way makes the allocation so easy and just in a few clicks. This is … Continue reading Extend booking functionality and an alternate to resource booking in PSA V3
[PSA Web series: Part 1] Sales Cycle in PSA V3
[PSA Web series: Part 1] Sales Cycle: Check out this informative video to know the process of lead to contract in hashtag#PSA V3. hashtag#ProjectServiceAutomation hashtag#MSDyn365 Shortly coming up with next part by this week. https://www.youtube.com/watch?v=7pnxdQ1Atbk&feature=youtu.be
Error: Value cannot be null. Parameter name: You must select a price list before saving
You must have often seen this error while qualifying the lead in PSA. This will only come when the lead is of the Type “Work Based”. There is an important parameter setting that is missing to be done in order to get to the resolution of this error. For the same we will go to … Continue reading Error: Value cannot be null. Parameter name: You must select a price list before saving
Actuals vs Estimated hours myth
All these years I was calculating Actuals as the billable hours on the project with chargeable role. While PSA helped me cleared the myth. Below is how PSA helped me clear that myth and this is how I cleared my understanding towards Actuals vs Estimated in PSA. On the Project when I saw the project … Continue reading Actuals vs Estimated hours myth
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