Introduction: PSA doesn’t have the capability OOB to do the allocation’s over the task. This means the resource booked are booked for a project and we cannot identify what task they are going to perform or are booked for. How to do? This is the real time scenario which a PM regularly comes up with … Continue reading Booking resource on a Project Task or a Service Ticket in PSA →

Introduction: I often face difficulties while trying to import project lines from WBS while using PSA (Project Service Automation). After lot of trouble shooting I try to doubt my configuration and see if they are good. What to do? To my surprise they all appear to be good. Following two things needs to be ensured … Continue reading PSA – Import project lines from WBS Pre-Requisites →

Introduction: Let’s consider a scenario where we need to raise an expense entry for a Fixed Bid project. PSA by definition does not charge for expenses. If you want to have fixed price for the project and expense to be charged for other things, you need to do it via adjusting the contract. Steps: Follow … Continue reading Raise and expense entry for a Fixed Bid Project in D365 PSA →

I tried many ways to figure out why the “Project Information” form is not opening in Opportunity when a lead is Qualified in D365 PSA. I tried manually opening the “Project Information” form on Opportunity, but, it turns back to default “Opportunity” form. I figured out lastly that the tweak was with one of the … Continue reading How to ensure we open Project Information form when the Lead is Qualified in D365 PSA →

Project Managers often struggle to manage the project plan, keep the Gantt Chart updated.  As there are many activities under the PM’s umbrella to ensure the project delivery goes out smooth and successful. CloudFronts – PM App helps you to keep your project plan updated. Now, you will ask how does that happen? Following is … Continue reading How does “CloudFronts – PM App” help you keep your project plan updated regularly? →