Posts tagged with : PSA
Discover more on PSA
![OpenAir: Custom Utilization Reporting](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/it-infrastructure_cloud-data-strategies_grey.png)
OpenAir: Custom Utilization Reporting
One common request our clients have is to create a custom calculation for utilization reporting. In this example, we will...
![Using Assignment Groups in OpenAir](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/it-infrastructure_employee-portal_green.png)
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...
![OpenAir Custom Calculations and Reporting](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/sage-intacct_budget-planning_blue.png)
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...
![Project Service Mobile Time Entry Blocked](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/it-infrastructure_document-library_blue.png)
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...
![Create Late Time Entry View](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/crm_calendar-controls_grey.png)
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...
![Dynamics Project Service Order Set to Read Only](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/crm_customer-engagement_blue.png)
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,...
![Using Advanced Filters in NetSuite OpenAir](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/netsuite_tips-tricks_grey.png)
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...
![](https://technologyblog.wpenginepowered.com/wp-content/uploads/2019/12/1-FSOrder.png)
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...