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The Four Different Objects for Tracking Skills in FinancialForce PSA
Incorporating a skills database into your PSA can be helpful for many reasons, one of which is assisting management with professional development planning. However, the best function a skill database…
Read MoreUsing Expense Items in OpenAir to Manage Subcontractors
For most working in Professional Services, subcontractor management is a part of managing project budgets and company costs. NetSuite OpenAir has a lot of different features for organizing and managing…
Read MoreFour Methods for Viewing Schedules in OpenAir
There are four methods available in OpenAir for viewing schedules outside of running reports. The first is the calendar view. This can be found in the Home or Dashboard module…
Read MorePlanners: FinancialForce PSA v15
There’s new planner functionality available in FinancialForce PSA version 15 Is your organization doing centralized resource management or trying to move towards a centralized, more controlled resource management approach? Are…
Read MoreNew Timecard: FinancialForce PSA v15
There’s a new timecard UI available in FinancialForce PSA version 15 Does your organization have resources working on multiple projects, multiple tasks, and/or multiple milestones weekly? Has time entry become…
Read MoreScheduling Techniques and Bench Management in FinancialForce PSA
FinancialForce PSA resource scheduling often begins with resource requests instead of entering or scheduling transactions directly against a project. Resource requests are not required for forecasting resource capacity and demand…
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