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Microsoft PSA (Professional Services Automation) allows you to view Portfolio, Program, and Projects reports from projects that are registered with Project for the Web.
PSA is a software tool that has become increasingly popular among small, medium and large companies. This technology helps to organize and manage a project portfolio, being a fully Web tool, where it is usually used for agile project management. It is a simpler and less resourceful option than Project Online, but more agile and modern.
Traditionally, some components of PSA software were part of ERP Solutions for large companies, but as small companies began adding different types of tools to respond to various tasks, PSA software became a natural choice due to its scalability and practicality.
PSA also helps in financial management and control, such as pricing, billing and accounting.
With PSA it is possible:
- Plan projects, create estimates and work schedules;
- Estimate and track project cost and revenue;
- Foretell the requirements of project resources that are on the pipeline;
- Track cost consumption and project progress;
- Manage quotes, prices and project collection;
- Assign and manage resources;
- Use interactive reports and panels to monitor key performance indicators for successful projects;
To help companies manage their projects, MLPro has developed a solution called PSA Easy that allows greater visibility in the management of your company's projects and programs.
PSA Easy was developed from Dynamics 365 and uses the same design structure as Project for the Web. It allows the control of your company's programs, giving greater visibility and practicality in the analysis of information.
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When accessing a program it is possible to verify which projects are part of that program. In addition, PSA Easy has a report that allows the analysis of the Program information.
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In addition, PSA Easy has a report that allows the analysis of the Program information.
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On the screen below we can consult all ongoing projects of the company. By accessing the Project details and using lists that allow the project manager to register logbook information, stakeholders, risks, problems, change requests, action plan, documents, deliveries, acquisitions, acquisitions follow-up, communication and financial matrix.
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By accessing the Project details and using lists that allow the project manager to register logbook information, stakeholders, risks, problems, change requests, action plan, documents, deliveries, acquisitions, acquisitions follow-up, communication and financial matrix.
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More than just recording the information, it is possible to consult specific reports that give greater visibility to the information of your projects. When accessing the tasks will be displayed the same structure of Project for the Web with table, frame, timeline, graphics, people, goals and assignments.
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When accessing the tasks will be displayed the same structure of Project for the Web with table, frame, timeline, graphics, people, goals and assignments.
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PSA Easy is integrated with Power BI allowing the manager to manage through reports that allow greater visibility on the real situation of your company's projects.
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So, did you like the article? If you are interested and want a presentation of our products, feel free to schedule an appointment with us at the following link: Microsoft PPM Easy Presentation
Original content from the MLPro editorial library, fully preserved and translated for the English website.