The Two Faces of the Professional Services Automation Market

Author: Categories: Control, Features, Professional Services, PSA Software

During our discussion, I mentioned the names of some of the other well-known vendors that we compete against, that we appear in studies and benchmarks alongside, and that heavily use the term “Professional Services Automation.” The response? (Long pause.) “Hmmm…never really heard of them.” Similarly, when talking with people intimately familiar with the professional services market, I mentioned a few … Read More

Managing Permissions with User Roles

Author: Categories: Control, Features, Professional Services, PSA Software

Projector’s professional services automation (PSA) software is a cloud-based services resource planning system designed to be simple enough for small project teams and robust enough to support global professional services organizations with thousands of users. Because of this, it should come as no surprise that Projector contains tools designed to help organizations continually adapt their use of Projector as their … Read More

How to Create Projector Reports from Scratch – Part 2

Author: Categories: Features, Metrics and Reporting, Professional Services, PSA Software

Utilization by Department Trend Chart

In our last blog post we talked about all of the different report types available in Projector’s professional services automation software and discussed how to choose the best one. In this post we explore how to customize these reports to get the information you are looking for right at your fingertips. Customizing reports in Projector gives you access to the … Read More

How to Create Projector Reports from Scratch – Part 1

Author: Categories: Features, Metrics and Reporting, Professional Services, PSA Software

Beyond the Frozen Pizza Nearly 25% of all the requests that the Projector support desk fields involves helping people find, customize, or create a report to give them visibility into a particular piece of information. That’s not surprising as when we designed Projector’s reporting engine, we intentionally wanted to put a lot of the tools and raw ingredients into the … Read More

Top 10 Ways to Get the Most Out of Projector

Author: Categories: Features, PSA Software

One of the great joys of designing and building a software product that is used by a myriad of different people in a myriad of different companies is helping them understand some new and novel ways they can get the most out of Projector. Some of these best practices come from how we thought about how Projector should be used … Read More