FinancialForce PSA Tips
How do you define Project Management?
| Blog | Project Management | PS Best Practices
I’ve had the privilege of working in US Federal Government contracting organizations, global and national software company services organization, and strict consulting organizations. In working with our diverse customer base, I’ve also been educated on industries such as creative and ...
When Automated Lead Generation Leaves a Sour Taste
| Blog | PS Best Practices
There is an annual event my company attends to network, gain insight into new technology, and learn about new technology partners that may help us provide more solution options to our customer base. Over the past couple of years, I ...
Anatomy of a Timesheet
| Blog | PS Best Practices | Time and Expenses
Continuing with the timesheet requirements theme, now it’s time to figure out how precise your consultants and subcontractors need to be when entering time into their timesheets. And what about other descriptive data such as location, overtime, billable, etc? Timesheets are ...
Does it matter if I enter a timesheet?
| Blog | PS Best Practices | Time and Expenses
In this ongoing blog series about timesheet practices, we look at who is responsible for entering timesheets in your organization. One primary reason for timesheet entry is to capture client work for invoicing, revenue, and profitability analysis. This generally falls ...
What is the objective of a timesheet?
| Blog | PS Best Practices | Time and Expenses
The objective of capturing time on a timesheet is generally to determine effort required to deliver client work. The result of capturing this time is two-fold: 1) Conversion of effort into invoicing actions 2) Determination of estimation accuracy and metric ...
A timesheet is just a timesheet, isn’t it?
| Blog | PS Best Practices | Time and Expenses
Back from vacation and time to pick up on those weekly blogs again! I thought I would start with a topic near and dear to everyone's heart - timesheets! The concept of timesheets is a pretty straight forward one – ...
What’s in your wallet (to cover expenses)? – Part II
| Blog | PS Best Practices
Read Part 1 of this 2-part series. In this blog continuation, we’re talking about the tracking and handling of employee expenses. When running a business, one of the things you definitely need to deal with is expenses of all types: ...
What’s in your wallet (to cover expenses)? – Part I
| Blog | PS Best Practices | Time and Expenses
When running a business, one of the things you definitely need to deal with is expenses of all types: travel expenses, equipment expenses, facility expenses, subscription and association fees, payroll expenses, and much more! A couple of expenses are predictable ...
The Give and Take of Global Teams
| Blog | PS Best Practices
I’ve had the opportunity to work with many global clients and be on many global teams. Many of you may find yourself in similar situations. What I find interesting in each of these engagements is how global team coordination and ...
Signs you are a Workaholic
| Blog | PS Best Practices
This article should really be titled ‘it takes one to know one’. For as long as I can remember, I’ve always had a full plate of work. It could be planning out errands over the weekend, workload at a job, ...
