PSA In AlfaPeople Andino SA

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What is PSA

The PSA suite for Microsoft Dynamics 365 is a complete automation solution for professional project management services.

What is PSA for?

This suite allows your organization to:

• Plan:
• Forecast on business and project opportunities.
• Availability of resources in the projects / support / product.

• Do:
• Assignment of activities in the corresponding project.
• Time recording.

• Check:
• Sub / Over allocation of resources.
• Time consumed.
• Time recording.
• Organizational efficiency.

Why work on PSA

The organization works with the suite for the following reasons:

• It is a corporate tool.
• Optimizes the availability and allocation of resources.
• Optimizes estimation of costs and revenues of projects.
• Optimizes the billing of the projects, according to the type of business agreement with the client (T & M hourly rate, Fixed Fee, Expenses billable, Expenses fixed fee, Recurring, Products)

When to use PSA

The suite is used:

• To manage pre-sales opportunities, from time recording control.
• In project / implementation project management.
• In the management of support cases for installed base customers.
• In the management of internal activities.

Who uses PSA

The suite is used by:

• Consultants and Engineers, to register time.
• Project Managers / Support Leader to manage projects / cases.
• Director of Services for the availability and allocation of resources.

How to use PSA

• Generating the Forecast

In each implementation project created in PSA, the Forecast option is set and the forecast value is defined (by hour or by fixed value)

• Availability and Allocation

Resource availability is displayed by the sheet option. In this option, the available and assigned hours of the resource in a defined period of time are known. Additionally, depending on the number of hours allocated, PSA shows the level assigned by color, according to the table:

Colours and percentages, according to PSA

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Grey – Highly underutilized: Indicates less than 50% of utilization

Purple – Underutilized: Indicates less than 80% of utilization

Green – Good utilization: Indicates between 80% and 100% of utilization

Yellow – Over-utilized: Indicates between 100% and 120% of utilization

Red – Highly 0ver-utilized: Indicates higher than 120% of utilization

White – Leave: Indicates that the user is not available (ex: PTO)

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• Time recording (Hours)

Each Project Manager / Consultant / Engineer records in PSA the hours worked, daily, using the option Timesheet.

• Checking hours

Daily, by means of the Hours option, the corresponding time record is verified.

• Approval of efficient hours

The Services Director / Project Leader / Support Leader approves the hours recorded by the Consultant / Engineer, in order to check organizational efficiency.

Where are we going with PSA

There are several options of the suite to be used, such as, among others:

• Billing of the project, according to the negotiation terms with the client.
• Strengthening of the budget of each project.

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