Modules ? Projects ?
Professional services automation ? Settings
This page allows you to set up the Professional services automation (PSA)
To define PSA settings, you will require the Administrator or Project administrator role.
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.
Keep in mind: All fields with the “!” icon are mandatory.
Click this to save the settings.
Click this to exit.
Type or select the request type that you want to use for hour planning (planning on a daily basis). This is mandatory.
Type or select the request type that you want to use for hour planning (planning throughout a timeframe). This is mandatory.
Type or select the request type that will be used to register travelling expenses. This is mandatory.
Type or select the request type that will be used to register any cost other than labor costs. This is mandatory.
Type or select the request type that is used to group the invoice proposal lines to be invoiced. This is mandatory.
Type or select the request type that is used for creating/requesting a project budget. This is mandatory.
Type or select the request type to be used when the WBS snapshot is created. With a request type defined, a WBS approval request will be automatically created upon the creation of a snapshot. The snapshot will be attached to the respective request. All WBS approval requests created will be displayed for the respective projects on the Project deliverables page.
Type or select the request type that is used to invoice fixed price projects. This is mandatory.
Type or select the request type when a credit note needs to be sent. This is mandatory.
Type or select the request type to determine the availability of the person.
Type or select the vacation request type to determine the availability of the person.
Type or select the request type to be used to group Hour planning & realization and non-project hours requests submitted by consultants. This will enable the Week timesheet feature. If this field is left blank, the Week timesheet feature will not be enabled.
Type or select the request type that is used when there is an event related to items or people from third parties.
Select additional request type(s) that will be shown in the planning pages and taken into account when calculating the availability of a person.
Type or select the request type that is used to send any error messages that took place in Exact PSA to an employee who can take corrective action, such as an administrator.
Select one or more assortments to be used. This is mandatory.
Type or select the type of assortment for use in creating project deliverables. This is mandatory.
Select this check box to display the column for adding and modifying project hours.
Select this check box to display the column for adding and modifying non-project hours.
Select this check box to display the column for adding and modifying other project-related expenses.
Select this check box to display the column for adding and modifying travel expenses.
Select this check box to enable the saving of hours as drafts via the Save as draft button.
Select this check box to enter hours for projects currently set as Proposed.
Select this check box to enable the submission of the timesheet for the current week when the timesheets from previous weeks have not been submitted.
Note: This check box will be displayed only when the Week timesheet feature is enabled.
Select this check box to allow the consultants to submit a partial week timesheet in order to complete the entries for the month. This is possible even if the week has not ended.
Note: This check box will be displayed only if the following conditions are met:
You can define the preferred duration to view only the warning messages for the relevant rejected or reopened requests on the Hours & expenses page. Select 1, 2, 3, 4, or 8, to hide the warning messages for rejected or reopened requests that are older than one, two, three, four, or eight week(s) respectively.
Define or select a policy to be displayed when the Policy icon is clicked on the Hours & expenses page.
Select the report to be used for the hour sheet. By default, Hour sheet is selected. You can view the hour sheet report via the Preview hour sheet button on the new Hours & expenses page.
Type or select the item created for fixed projects.
Note: Non-billable items that are of Standard and Labor hour types, and with assortment related to PSA will not be available for selection. A standard or labor hour item is non-billable when the Billable check box under the Attributes section of the item card is not selected. For more information, see Creating and modifying items.
Type or select the item to be used for travel expenses, such as work performed at external locations by employees.
Type or select the item for buffer budget lines when exporting to Exact Globe Next.
Type or select the item to be used when creating deliverables. If an item is defined, this item will be filled by default during the creation of deliverables. If no item is defined, the system will automatically create an item when you create and save a deliverable.
Select the status of the hour planning request where upon a travel expenses request will be automatically triggered. Select Open to create travel expenses for hours request with an open status, select Approved for hour request with an approved status and select Realized for hours request with a realized status. For more information, see Creating and modifying requests or Planning recurring days.
Note: When the Week timesheet feature is enabled, the Realized option will not be available for selection because travel expenses are not meant to be created in the midst of getting the Week timesheet requests approved.
Select 6, 10, or 15 minutes to determine the smallest time interval for realization of hours in Exact PSA. Once enabled, all hour entries will be rounded to the closest increment of this time interval. Alternatively, select None for no rounding.
This setting, when enabled, is applicable to time-related fields only in the following areas:
This setting is not applicable to the manual creation of requests.
Select one of the following options:
Select Project or Division to determine the invoice code to be used to import invoices in Exact Globe Next.
Type or select the assortment to be used for invoicing method. When defining the invoicing method for a project, user can only select items from this assortment.
Note: This field is displayed only if Project is selected at the Invoicing method field.
Select Project or Resource to use the cost center of the project or the person respectively when recording your revenue in Exact Globe. By default, Project is selected.
Type or select the journal that will be used for creating purchase invoice entries in Exact Globe Next. This is mandatory when exporting the non-labor costs which can be reimbursed to Exact Globe Next.
This setting allows you to define the default currency to be used for personal rates. You can select one from the following options:
Select this check box to display the initial and current estimated values, planned, actual, and invoiced values on the WBS lines page in colored bars. If the check box is not selected, the values will be displayed in columns. For more information, see Overview of work breakdown structure (WBS) lines.
Note: By default, this check box is selected.
Select this check box to allow intercompany and work in progress hours to be processed.
This section is only displayed when the Enable intercompany & work in progress transaction check box under the Other settings section is selected.
Type or select the request type to use when hours have to be charged from the division of the person to the division of the project.
Type or select the request type to use when travel expenses have to be charged to the resource division by the project division.
Type or select the request type to use when material and expenses have to be charged to the resource division by the project division.
Select the item card free field to be referred to when linking an item to the intercompany request.
Note: It is not advisable to use the same labor item as in normal PSA requests when creating intercompany requests. This will cause the intercompany revenue to be combined with the normal revenue. In order to solve this, user can choose a journalizing method based on the general ledger linked to the debtor card. By doing so, all revenues will be booked on this ledger and can be analyzed with the Analytical accounting module.
Another way is to link an item to every labor hour via free fields. On the Financials section in the item card, the general ledger links can be set up for each division and, by doing so, you can manage how the intercompany revenue is booked for each division. This will lead to a much easier financial consolidation process.