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