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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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New Timecard: FinancialForce PSA v15

There’s a new timecard UI available in FinancialForce PSA version 15 Does your organization have resources working on multiple projects, multiple tasks, and/or multiple milestones weekly? Has time entry become a complex effort? Are you looking to get new functionality out of your PSA tool? The new timecard UI for FinancialForce PSA version 15 adds…

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Scheduling Techniques and Bench Management in FinancialForce PSA

FinancialForce PSA resource scheduling often begins with resource requests instead of entering or scheduling transactions directly against a project. Resource requests are not required for forecasting resource capacity and demand in FinancialForce PSA, but they can be helpful. Resource requests are high-level frameworks around future resource requirements, so unlike assignments, they do not pair with…

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