RSMUS.comPosts tagged with : PSA
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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...
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
A custom calculation allows you to create a more specific calculation in the system than what comes out of the...
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...
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 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
Purpose: Using advanced filters to refine list views to display the data you need. The steps below will aid users...
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...