HSO | ProServ

projects360 Features Manual — V10.0.41

V10.0.41
V10.0.40
v10.0.39

Table of Contents

HSO | ProServ

projects360 Features Manual — V10.0.41

Introduction
OneVersion Policy
What’s New in Version 10.0.41
- What’s New in Version 10.0.40
- What’s New in Version 10.0.39
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
- ETC/EAC Management
- Administration fee
  - Configure
  - Create administration Fee
- SubContractor Management
- Required Vendor Certification by Project
- 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
- Subcontractor Reconciliation
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
- PTO Balances
- Work Locations
  - Configure Work Location
  - Enter Work Locations
- Timesheet Line Approval
  - Configure
  - Line level Approval
- Late Timesheets
- Time Export
- Overtime entry
- Annual Holiday
  - Set and Use Annual holiday
- Time card
- Unit code entry
  - Configure unit code entry
  - Unit code entry on timesheets
- Misc changes
Mobile Time Entry PowerApps
- Parameters and UI
- Time entry
- Timer entry
- Unit codes entry
  - Configuration
  - Creation of Unit codes entry
- Time card entry
Transaction Enhancements
- Unit Based Billing
- 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
- Misc changes
Invoicing Enhancements
- Billing schedule
- 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
  - Performing Simple adjustments
- Invoicing groups
  - Configure Grouping
  - Performing Invoicing group
- 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
- Invoice Email
  - Configure Email
  - Emailing Invoices
- Accounts Receivables by Projects
- Credit note creation
  - Configure and create
- Misc changes
Reporting Enhancements
- Business Intelligence Tool
- WBS Forecasts
- Fixed Price Forecast Revenue
  - Create & Review Forecasts
- RecId Enhancements
  - RecID Update
  - View Related Info
PSA Integrations
- Generic Configurations
- Assumptions for Integration
- Customers Integration
- Project Contracts Integration
- Projects Integration
- Resource Integration
- WBS Integrations
- Timesheets Integration
- Flow Charts
Quotation Enhancements
- Qualification View
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
- Security roles
Version History
- Release Notes v10.0.41
- Release Version Availability

Download as PDF

Flow Charts

Flow chart of the master data integrations

Flow chart of WBS and Timesheets integrations

Review Timesheets

Quotation Enhancements

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