HSO | ProServ
projects360 Features Manual — v10.0.28
  • v10.0.32
  • v10.0.30
  • v10.0.28
Table of Contents
HSO | ProServ
  • projects360 Features Manual — v10.0.28
    • projects360 Features Manual — v10.0.32
    • projects360 Features Manual — v10.0.30
    • projects360 Features Manual — v10.0.28
  • Introduction
  • OneVersion Policy
  • What’s New in Version 10.0.28
    • What’s New in Version 10.0.26
    • What’s New in Version 10.0.24
  • 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
      • Revenue Adjustments
        • Configure
        • Percentage complete adjustment
        • NTE adjustment
    • 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
      • PTO balance report
    • Work Locations
      • Configure Work Location
      • Enter Work Locations
    • Timesheet Line Approval
      • Configure
      • 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 changes
  • 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
    • Expense line level approval
      • Configure
      • Line level approval
    • Standalone Unit entry code
      • Configure
      • Unit code entry form
  • Invoicing Enhancements
    • Billing schedule
      • Configure billing schedule
      • Create billing schedule
      • Periodic process
      • Pre-billing Summary
    • 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
      • AR collection notes
  • 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 v10.0.28
Download as PDF

Version History

License Configurations
Release Notes v10.0.28
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