Posts tagged with : PSA
Discover more on PSA
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Business and Professional Services, PSA
Centralize your processes with Certinia PSA
One of the strengths of Certinia’s design as a PSA solution is its ability to centralize data and activities in...
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OpenAir: Custom Utilization Reporting
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
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
A custom calculation allows you to create a more specific calculation in the system than what comes out of the...
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Dynamics 365 Customer Engagement, Microsoft
Project Service Mobile Time Entry Blocked
A client using Dynamics Project Service Automation (PSA) recently highlighted a Time Entry issue. Users on the mobile version of...
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Dynamics 365 Customer Engagement, Microsoft
Create Late Time Entry View
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 365 Customer Engagement, Microsoft
Dynamics Project Service Order Set to Read Only
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
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 365 Customer Engagement
Dynamics Field Service, Project Service & Sales
If you have Field Service and/or Project Service installed in your Dynamics 365 instance you might be aware of the...