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Professional Services

Professional Services

  • 3 Topics
  • 3 Replies
3 Topics
L
Acumatica Moderator
LaurenOHara20Acumatica Moderator
posted in Professional Services
Expanding our product line and supporting our customers with the new Professional Services Edition

The Professional Services Edition (PSE) is now available and built to enable small and midsized professional services firms to increase efficiency and accelerate growth. Acumatica PSE supports critical processes for firms in architecture, engineering, IT, and beyond, where project-based accounting and operational solutions are essential for success. Capabilities include project planning, resource management, scheduling, and milestone billing.We already serve many of you as Professional Services customers, and we welcome the opportunity to discuss this new industry-specific packaging with you. To learn more about PSE, please respond here, or contact your PAM. Attached is a Customer PSE FAQ. 

1523
R
Freshman I
8 days ago
L
Acumatica Moderator
LaurenOHara20Acumatica Moderator
posted in Professional Services
ProjectManager for PSE VAR Webinar | 11/19/24

Hello Esteemed Partners!ProjectManager is hosting a partner-facing webinar on 11/19. ProjectManager is the project planning and resource management tool that is now included in the new Acumatica Professional Services Edition.Register here: Live Acumatica Webinar - ProjectManagerJoin the webinar to explore the native ProjectManager and Acumatica integration and how it enhances project planning, resource management, and financial tracking. Discover how this powerful tool streamlines operations and empowers teams with real-time project insights for smarter decision-making. Don’t miss out!Thanks!Lauren

260
L
Acumatica Moderator
2 months ago
salmanrahman
Freshman I
salmanrahmanFreshman I
asked in Professional Services
Dashboard Widget Filter Fields Changed - how to bulk update

Hoping someone can provide a way to resolve this. After DB schema changes some of the standard field names have changed. These fields are referenced in many Dashboard Widget filters. The underlying GIs have been updated, but the filters on the dashboard require someone to manually go and change to the new fields. Is there a clever way of updating these in bulk, as in if there is a field e.g. FieldName1 change to NewFieldName1. Thanks in Advance :)

160
salmanrahman
Freshman I
2 months ago

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