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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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Choosing the Best PSA Tool for Your Needs

A PSA tool is a great way to bring efficiency to project-based organizations. If you have decided that you want to implement a PSA tool but you’re not sure which is the best one for your organization or business, here are a few things to consider. The first step is to determine the requirements you…

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Deciding Critical Roles and Scheduling Methods in OpenAir

Identifying Resource Roles When managing your bench schedule in OpenAir, you must identify what roles are needed. Generic resources can be used while in the planning and the pre-sales process prior to main users being identified, and assigned to a project. Generic resources will act as the placeholder in reports to also determine capacity planning.…

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Establishing a Professional Services Revenue Forecast

Establishing a revenue forecast in a professional services organization is an art as there are a lot of factors involved such as opportunity pipeline, resource availability, negotiated selling prices, and so on. Mastering this art requires methodology, measures, and a little bit of instinct. There are three basic methods of forecasting that I’ve used in…

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Optimizing Your Organization’s Vendor Management in FinancialForce

Are you optimizing your ability to manage your vendors with FinancialForce PSA? Do you want to cut down on the time it takes to approve vendor invoices? FinancialForce makes vendor invoicing and payment reconciliation easier by giving the vendor access to manage their own invoices in your FinancialForce PSA. By using a combination of Vendor…

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