Webinar: Best Practices for Auditing Data in Your Professional Services Automation System
In this 30 minute webinar we will discuss best practices to auditing PSA data. How audits support business processes Types of data to audit Frequency and ownership Following the webinar…
Read MoreProject Task Creation Automation
Provide users with limited task edit/create capability to create tasks based on entry of task names in defined task name custom fields on the project properties form.
Read MoreNot All PMO’s Are the Same and Why
In a Professional Services organization, one of the keys to improving your bottom line is consistency and efficiency in how projects are delivered. A Project Management Office (PMO) can help…
Read MoreTimesheet And Expense Batch Deletion
This record deletion script supports a one-time cleanup of designated expense reports and/or timesheets that have a deletion indicator set.
Read MoreExpense Report Receipt Date Range Validation
Have a need to mix both open period expense reports and time period expense reports for receipt validations?
Read MoreTotal Approved Expenses Incurred To Date
This script supplies yet one more key field for display in the list view which is the total approved expenses incurred to date.
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