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.
Request types section
Hour planning
Type or select the request type that you want to use for hour planning (planning on a daily basis). This is mandatory.
Capacity planning
Type or select the request type that you want to use for hour planning (planning throughout a timeframe). This is mandatory.
Travel expenses
Type or select the request type that will be used to register travelling expenses. This is mandatory.
Material & expenses
Type or select the request type that will be used to register any cost other than labor costs. This is mandatory.
Invoice proposal
Type or select the request type that is used to group the invoice proposal lines to be invoiced. This is mandatory.
Budget request
Type or select the request type that is used for creating/requesting a project budget. This is mandatory.
WBS approval
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.
Invoicing terms
Type or select the request type that is used to invoice fixed price projects. This is mandatory.
Credit invoice
Type or select the request type when a credit note needs to be sent. This is mandatory.
Sick leave
Type or select the request type to determine the availability of the person.
Vacation
Type or select the vacation request type to determine the availability of the person.
Special leave
Type or select the request type to determine the availability of the person.
Maternity leave
Type or select the request type to determine the availability of the person.
Credit days
Type or select the request type to determine the availability of the person.
Week timesheet
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.
I need
Type or select the request type that is used when there is an event related to items or people from third parties.
I received
Type or select the request type that is used when there is an event related to items or people from third parties.
Other availability request types
Select additional request type(s) that will be shown in the planning pages and taken into account when calculating the availability of a person.
Error notification
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.
Assortments section
Activities & material
Select one or more assortments to be used. This is mandatory.
Deliverables
Type or select the type of assortment for use in creating project deliverables. This is mandatory.
Hour & expense entry section
Show project hours
Select this check box to display the column for adding and modifying project hours.
Show non-project hours
Select this check box to display the column for adding and modifying non-project hours.
Show material & expenses
Select this check box to display the column for adding and modifying other project-related expenses.
Show travel expenses
Select this check box to display the column for adding and modifying travel expenses.
Allow saving of draft hours
Select this check box to enable the saving of hours as drafts via the Save as draft button.
Allow realizing hours on proposed projects
Select this check box to enter hours for projects currently set as Proposed.
Allow submitting timesheets if previous weeks are still open
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.
Allow submissions to complete month
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:
- The Week timesheet feature is enabled.
- The new Hours & expenses page is activated. By default, this page will be activated from product update 253 onwards.
Hide warnings for rejected or reopened requests older than
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.
Policy
Define or select a policy to be displayed when the Policy icon is clicked on the Hours & expenses page.
Default hour entry report
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.
Other settings section
Default fixed price invoicing term
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.
Default travel expenses item
Type or select the item to be used for travel expenses, such as work performed at external locations by employees.
Default budget buffer item
Type or select the item for buffer budget lines when exporting to Exact Globe Next.
Default deliverable item
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.
Note:
- The items available for selection are of the Standard type and the Make attribute, and are dependent on the value defined at the Deliverables field in the Assortments section.
- If you have the default deliverable item defined, and the value at the Deliverables field in the Assortments section is then changed, the default deliverable item will be removed.
Create travel expenses request when hours are
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.
Time interval (minutes)
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:
- Hour planning & realization request,
- Capacity planning & realization request,
- Hours & expenses page, and
- Hour & expense approval page.
This setting is not applicable to the manual creation of requests.
Plan hours using
Select one of the following options:
- Duration only – Select this option display only the Duration column in the Professional Services Automation – Hour planning & realization request type.
- Duration & start time – Select this option to display both the Duration and Start time columns in the Professional Services Automation – Hour planning & realization request type.
Invoicing method
Select Project or Division to determine the invoice code to be used to import invoices in Exact Globe Next.
Assortment
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.
Invoice line cost centre
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.
Purchase journal
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.
Personal rates currency default
This setting allows you to define the default currency to be used for personal rates. You can select one from the following options:
- Person – Select this option to set the default currency for personal rates to follow the currency defined at Currency in the Financial section of the personal card. By default, this option is selected. For more information, see Viewing personal cards.
- Division – Select this option to set the default currency for personal rates to follow the currency defined at Currency in the General section of the division card. For more information, see Viewing division cards.
Use gauges to display percentage of completion
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.
Enable intercompany & work in progress transaction
Select this check box to allow intercompany and work in progress hours to be processed.
Intercompany settings section
This section is only displayed when the Enable intercompany & work in progress transaction check box under the Other settings section is selected.
Hour planning
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.
Travel expenses
Type or select the request type to use when travel expenses have to be charged to the resource division by the project division.
Material & expenses
Type or select the request type to use when material and expenses have to be charged to the resource division by the project division.
Intercompany item: Free field
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.