HSO | ProServ
projects360 Features Manual — v10.0.22
V10.0.41
V10.0.40
v10.0.39
Table of Contents
HSO | ProServ
projects360 Features Manual — v10.0.22
projects360 Features Manual — V10.0.41
projects360 Features Manual — V10.0.40
projects360 Features Manual — v10.0.39
Introduction
OneVersion Policy
What’s New in Version 10.0.22
What’s New in Version 10.0.20
What’s New in Version 10.0.18
Navigation
Resourcing menu
Timesheet menu
Personal time off menu
Project billing menu
Workspaces
Introduction
Manage Projects
Timesheet
Project Management
Sales and Marketing
Project Tasks
Global Project Administration
Project Accounting
Project Status
Resource Management
Project manager
Project Management
Manage Subprojects
Configure Subproject
Create Subprojects
Contract Management
Configure
Create Contract Agreements
Fee Management
Configure
Progress Billing
Milestone Billing
Time & Expense (NTE)
Pay when paid process
ETC/EAC Management
Configure
View ETC/EAC management
Administration fee
Configure
Create administration Fee
SubContractor Management
Configure
Subcontract projects
Subcontractor accruals
Required Vendor Certification by Project
Configure Vendor Certification
Validate Vendor Certification for PWP
Vendor Certifications Report
Project report sort fields
Configure project report sort label
Activity Management
WBS Forecast Sync
Configure Forecast Sync
Create & Review Forecasts
My Projects Activities
Review Project Activities
Auto Add to Favorites
Configure Auto add to favorites
Assign resource
Resource Management
HR Automated Events
Configure
Trigger Auto Events
Resourcing
Configure
Plan & Review
Periodic Process
Resourcing Workspaces
Subcontractor Reconciliation
Configure
Reconcile Invoices with Timesheet
Report
Time Management
Daily timesheet
Configure daily timesheet
Enter daily timesheet
Manage Pending Time
Configure Auto submit
Track Pending Time
Quick Project Search
Configure
Using Search
Timesheet Integrations
Import Timesheet Records
Review Imported Records
Personal Time Off
Configure Time Off
Request Time Off
Inquire Time Off
PTO Balances
Configure PTO Balances
Import PTO Balances
Review PTO Balances
Work Locations
Configure Work Location
Enter Work Locations
Timesheet Line Approval
Configure Workflow
Line level Approval
Late Timesheets
View Late Timesheets
No timesheet required
Time Export
Configure Time Export
Export Time for Payroll
Inquire Exported Time
Overtime entry
Configure
Overtime on Timesheets
Annual Holiday
Set and Use Annual holiday
Time card
Configure time card
Enter Time card
Unit code entry
Configure unit code entry
Unit code entry on timesheets
Misc
Transaction Enhancements
Unit Based Billing
Configure Unit Billing
Forecast Units
Create Unit Proposals
Revenue & Invoicing
Revenue Recognition
Configure Revenue Recognition
Deferment Process
Dimension Inheritance
Configure Dimension Default Rule
Defaulting Dimensions on Transactions
Workflow Modification
Configure and Use Approvers
Workflow Administrator
Manage Pending Workflows
WBS Modifications
Activate WBS Modifications
Modifications to WBS Form
Pricing Multiplier
Configure Pricing
Automatic transactions
Configure
Automatic transaction posting
WIP aging report by project
Setup and Run WIP Aging report
Invoicing Enhancements
Billing schedule
Configure billing schedule
Create billing schedule
Periodic process
Adjustment requests
Configure
Generate adjustment request
Customer PO Matching
Configure PO Matching
Matching PO on Invoices
Customer PO management
Create Customer PO
Invoice document review
Configure Invoice Review
Invoice Document Review
Simple Adjustments
Configure
Perform adjustment
Invoice Grouping
Configure Grouping
Grouping Invoices
Role billing description
Configure role billing description
Invoice with Role billing description
Invoice translation
Configure Invoice translation
Invoice proposal and Invoice report
Invoicing paragraph
Configure invoice paragraph
Grouping by paragraph
Invoice Archives
Configure Invoice Archive
What Files are Attached
Process to Attach Files
Invoice Email
Configure Email
Emailing Invoices
Accounts Receivables by Projects
Setup and Run Aging
Review Open Invoices
Customer aging report by project
Reporting Enhancements
Business Intelligence Tool
Configure
Inquire Utilization Data
Target update
WBS Forecasts
Configure Forecasts
Process Forecasts
Validate Forecasts
Fixed Price Forecast Revenue
Create & Review Forecasts
RecId Enhancements
RecID Update
View Related Info
PSA Integrations
Generic Configurations
Assumptions for Integration
Customers Integration
Configure
Integrate Customers
Review Customers
Project Contracts Integration
Configure
Integrate Project Contracts
Review Project Contracts
Projects Integration
Configure
Integrate Projects
Review Projects
Resource Integration
Configure
Integrate Resources
Review Resources
WBS Integrations
Configure
Integrate WBS
Review WBS
Timesheets Integration
Configure
Integrate Timesheets
Review Timesheets
Flow Charts
Quotation Enhancements
Qualification View
Configure Qualifications
Enter Qualification Data
Search Qualifications
Auto-update Qualifications
Office 365
Microsoft Teams Chat
Configure Teams Chat
Using Teams Chat
Implementation Tools
Learning Plans
Configure
Using Learning Plans
Data Management
Data entities
Load Default Data
License Management
License Configurations
Version History
Release Notes v10.0.22
Reporting Enhancements
The features enhanced or newly created, relating to reporting have been grouped together in this document. The projects360 features grouped together in this section are as follows:
Business Intelligence Tool
WBS Forecasts
Fixed Price Forecast Revenue
RecId Enhancements
projects360 Workspaces
Select a feature to view more details about them.
Customer aging report by project
Business Intelligence Tool
