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4 Ways to Enhance FinancialForce PSA Through Custom System Expansions

There are a lot of ways that you can extend the use of FinancialForce PSA through custom system expansion, using both native Salesforce capabilities and capabilities related to FinancialForce PSA specifically. FinancialForce Output Builder Output Builder, which comes with FinancialForce PSA, is a great way to customize reports internally or externally with custom formatting and…

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Keys to a Successful Professional Services Skill Database

Quite often Professional Services organizations face the need to locate resources based on skill set, experience, or unique capabilities to meet delivery requirements for an engagement. This ends up driving the need to define a skill database as part of the organization’s resource management processes. There are a number of benefits in setting up and…

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The Four Different Objects for Tracking Skills in FinancialForce PSA

Incorporating a skills database into your PSA can be helpful for many reasons, one of which is assisting management with professional development planning. However, the best function a skill database provides is giving you the ability to see an overview of skills and certifications for each individual resource. For instance, if you’re performing a yearly…

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Four Methods for Viewing Schedules in OpenAir

There are four methods available in OpenAir for viewing schedules outside of running reports. The first is the calendar view. This can be found in the Home or Dashboard module and made available as a ‘My Calendar’ tab throughout the application. If you have longer term projects, this can be a very helpful view. By…

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Planners: FinancialForce PSA v15

There’s new planner functionality available in FinancialForce PSA version 15 Is your organization doing centralized resource management or trying to move towards a centralized, more controlled resource management approach? Are you looking for ways to give your resource managers the tools necessary to view and manage project staffing across the organization in a single UI?…

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