PSA Contractor Time Entry

A shortcoming in the current release of Dynamics PSA, Project Service Automation, is that it only allows you to book time against a project for resources that are users. Resources in PSA can also be created for contacts and this is a typically how you handle sub contractors. You create them as a contact and Read More…

Project Service Automation Delegation – UI and SDK Gotchas

A typical requirement for project management and time sheet systems is the ability to allow a manager to enter time sheets for team members. PSA, Project Service Automation,  supports this through the use of delegation records. A user can create a delegation record allowing another user to enter the hours they have worked on project tasks. Here I have created Read More…