Overview of Professional services automation solution

You can also specify the invoice code that is used when importing the invoices in Exact Globe Next. It is possible to follow the invoice code of the division or the project. If division is selected, the invoice code can be defined in the division card (at the Invoice code field). Otherwise, you will need to define the invoice code in the project card (at the Invoicing method field).

1. Defining Professional services automation settings
2. Creating and modifying divisions
3. Creating and modifying projects

Note: Before you specify the types of requests that will be used when requests are generated automatically by the system, it is recommended that you define the types of requests according to the settings shown at Chapter 2 in Exact Synergy Enterprise Professional Services Automation Solution Manual. Do note that it is also possible to set up based on your own requirements.

1. Creating and modifying project rates
2. Creating and modifying budgets for projects

You can also define customer rates, which is the amount charged to your customers for services rendered by your consultants for a specific project.

1. Creating and modifying customer rates

Last but not least, you can define personal rates for your employees solely for reporting purposes.

1. Creating and modifying personal rates

These rates can be fine-tuned for different projects and service types and for specific timeframes. This ensures that a correct rate is always used for billing and reporting.

Efficient project planning often relies heavily on the type of the project and provided services. Nevertheless, it is always important to plan efficiently and quickly.

The Professional services automation solution allows you to plan the project from a single page that gives you direct insight into schedules of your employees and their availability. You can then select the employees to plan their schedules, based on different search criteria, such as skills, domain knowledge, department, etc.

An employee can be planned for a specific period directly from the overview of the work schedule. For convenience, you can also plan in bulk for multiple employees.

1. Overview of project planning
2. Planning recurring days

Hour entry can be entered via the Hours & expenses entry button in personal cards or Project à Entry à Professional services automation à Hours & expenses entry.

1. Working with hours and expenses entries

Hour entries can be approved or rejected via requests generated as a result of hour planning by the managers or Project à Reports à Professional services automation à Approve hours.

1. Overview of hours to be approved or rejected

Hour entries that have been approved can then be invoiced.

1. Overview of hour requests to be invoiced - for projects with type = Time & Material.
2. Overview of term requests to be invoiced - for projects with type = Fixed.

Errors in invoices can be corrected by creating correction and/or credit invoices at Project à Reports à Professional services automation à Credit invoices.

1. Overview of credit invoices for Professional services automation

1. Overview of accountability for hours

There are other various overviews that can be obtained and searches that can be performed from Exact Synergy Enterprise:

1. Overview of customer rates - You can view the customer rates already created for a specific account.
2. Overview of personal rates - You can view the rates already created for a person.
3. Overview of project rates - You can view the project rates already created for a specific project.
4. Overview of budgets for projects - You can view budgets that have been created for a specific project.
5. Searching for personal rates - You can search for personal rates that have been created by division, cost center, manager, or person.
6. Searching for project rates - You can search for projects rates that have been created by division, cost center, manager, person, project, customer, or start and end dates.