One moment please...
Exact Synergy Enterprise   

Defining Professional services automation settings

Menu path

Modules ? Projects ? Setup ? Professional services automation ? Settings


This page allows you to set up the Professional services automation (PSA) for projects.

Roles and rights

To define PSA settings, you will require the Administrator or Project administrator role.


  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 255 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I define Professional services automation settings?

  1. On the Professional services automation: Setting page, define the fields.
  2. Click Save.

Keep in mind: All fields with the “!” icon are mandatory.



Related documents

 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 20.493.358
 Assortment:  Date: 27-03-2017
 Release:  Attachment:

ESE-OH255-DefiningPSAsettings-final.docx 38.5 KB View Download