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Professional Services Automation product update 251

Written by Robin den Buurman on . Posted in Exact Globe, Exact Synergy

As you might know Exact is further developing its project management solution (Exact professional Services Automation) and since we are nearing the start of controlled release for product update 251, I would like to inform you on the improvements and additions that are made for the Exact Synergy Enterprise Professional Services Automation solution (Exact PSA).

Deliverables and WBS

We have introduced statuses on deliverables indicating they are new, in progress or completed. This gives you the possibility to open and close the deliverable for the project. A gauge has been added to the WBS lines, indicating the completion of the line and the estimated to complete which you can now enter to the line.

Project Planning

We added a bucket list which displays the WBS lines which can be planned. The bucket allows an easy drag and drop way of planning from WBS by just dropping it on a date and person.

PlanningBucket

Activities

PSA hour items have extra item attributes now to help out on reporting; billable / non-billable and productive / non-productive can be used to indicate if the activity (item) is billable or not and productive or not.

Hour & Expense

Significant improvement of the loading and submitting of the hour entry screen; this will help you specially when working with large number of different projects and hours.

Timesheet

You can now control via a setting if it’s allowed to enter the current week while older week timesheets are still open. Furthermore travel and expenses are linked to the timesheet entry.

Approval

The approval screen has been greatly improved. Approval now follows the request logic and it is possible to use both the person and project view, with additional filter options.

Invoicing

Progress has been made in the loading of the invoice proposal screen with a high volume of billable lines. You can now remove lines realised that you do not want to invoice. These will be process with a non-billable proposal request giving a full traceability.

Work in progress

Expenses are now handled the same way financially as hour request for the work in progress method ’to be invoiced’ for Exact PSA.

Search

In the workflow search you can now filter on deliverables and find the requests attached to the deliverables easily.

Enjoy!

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Comments (6)

  • Shawn Gamble

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    Is Gant Charting integrated yet ? have you gotten SSRS exposure for the PSA screens so that Customers can develop there own reporting matrix with in PSA ?

    Reply

  • Robin den Buurman

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    Hi Shawn,

    Gant charting is not included in this product update. We have several out of the box reports and its possible to add custom reports yourself for some time now. What do you exactly mean with exposure of screens? which screens?

    Regards,
    Robin

    Reply

  • Shawn Gamble

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    Sales Opportunity Card,Project card, Sort functions on the Project Search Columns, things of this nature. Other things that I have been discussing with Martin such as being able to associate contacts with a project would be beneficial to PSA in addition to Marketing.

    Reply

  • Robin den Buurman

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    Hi,
    Almost all card that have monitors can have reports assigned (SSRS reports that is). There are many changes to the screens, this posting lists some of the larger ones. Having contacts assigned (other than invoicing, delivery, and order contacts) is not an immediate goal of PSA. I think you are basicaly looking for an option to group contacts in a list which can be done in several ways in Exact Synergy Enterprise (think items, requests etc), projects not being one of them except maybe with the use of natural persons.

    Regards,
    Robin

    Reply

  • Wouter

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    Hi Robin,

    Please tell me more and/or sent me some printscreens of the bucket list feature. Some (potential) psa clients wil be very pleased, depending on the exact features. Would be great if you can assign a group off consultants to a certain part off the outstanding wbs lines so they can plan themselves by dragging wbs lines to their own planning.

    Reply

  • Robin den Buurman

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    Hi Wouter,

    I added a screenshot of the planningscreen with activated bucket (when you use WBS) so everyone can see. The case of consultants planning themselves is not supported at this moment but thanks for the feedback, we will take it in consideration for future enhancements. The product update 251 will be available for controlled release customers soon, allowing you to play around with it.

    Regards,
    Robin

    Reply

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