Professional Services Automation

July 7, 2020
Clara F.
CF
by Clara Flaherty
Professional services automation (PSA) software helps companies in professional services manage most or all back-office and front-office activities. This page is a place for all discussions related to professional services automation.

Popular Professional Services Automation Software Questions Discussions
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Time and expenses entered on the mobile app do not submit correctly. I notice this most often with billable vs nonbillable time and mileage entries.
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While adding new milestone in the project, there is a need to look for the project name in the list, instead of inheriting it automatically. I am already in the project.
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We have a diverse business that has multiple SAP systems. Has Clarizen successfully integrated one environment with multiple SAP systems in the past?
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On a few occasions I have tried to search for a job # without a direct link or immediate discussion and cannot find it. I have gotten behind on completing my associated task to said job # because I don't set up projects and therefore have no list in the Projects or Programs tab to search.