Posts tagged with : PSA

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OpenAir: Custom Utilization Reporting

OpenAir: Custom Utilization Reporting

- September 21, 2020

One common request our clients have is to create a custom calculation for utilization reporting.  In this example, we will...

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Using Assignment Groups in OpenAir

Using Assignment Groups in OpenAir

- September 18, 2020

An Assignment group is a list of employees selected from all the active employees in the system. Assignment groups allow...

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OpenAir Custom Calculations and Reporting

OpenAir Custom Calculations and Reporting

- September 15, 2020

A custom calculation allows you to create a more specific calculation in the system than what comes out of the...

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Project Service Mobile Time Entry Blocked

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Project Service Mobile Time Entry Blocked

- June 11, 2020

A client using Dynamics Project Service Automation (PSA) recently highlighted a Time Entry issue. Users on the mobile version of...

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Create Late Time Entry View

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Create Late Time Entry View

- January 27, 2020

A Project Service client recently came to me asking  for help making sure their team recorded their Time Entries within...

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Dynamics Project Service Order Set to Read Only

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Dynamics Project Service Order Set to Read Only

- January 27, 2020

I recently encountered a simple issue while working in Microsoft Dynamics Project Service to automate the creation of Project Contracts,...

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Using Advanced Filters in NetSuite OpenAir

Using Advanced Filters in NetSuite OpenAir

- January 22, 2020

Purpose: Using advanced filters to refine list views to display the data you need. The steps below will aid users...

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Dynamics Field Service, Project Service & Sales

- December 6, 2019

If you have Field Service and/or Project Service installed in your Dynamics 365 instance you might be aware of the...

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