To support the entire PSA functionality, some additional entities and processes are available with this solution. They are divided into the following major scenarios:
- Planning and Delivering Projects: Includes functionality for project management to create a project structure and a schedule
- Billing: Includes functionality for estimating and tracking project costs and invoicing
- Resources: Includes functionality for resource management and scheduling
Let's have a look at these scenarios individually to understand the functionality that's provided for the various aspects of project management.
Creating and managing projects
Once a sale has been successful, we have a project on our hands, and we are ready to start working on it. A standard project screen looks like this:
The PSA solution allows you to create Projects in two ways:
- You can create a brand-new project from scratch.
- You can create a project based on a project template...