Configuring Arrow PSA
- Configuring Arrow PSA
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Tailor Your Project Management Process
- Tailor your project management process
- Manage project record types
- Supporting objects for project management
- Clean-up your project page layouts
- Add custom fields for projects and supporting objects
- Add custom components for projects
- Budgets and budget management overview
- Edit the additional services budget rollup
- Add and activate a new budget rollup
- Template Automations
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Configure and Setup the Project Planner & Gantt
- Configure and setup the project planner & gantt
- Create and modify planner configurations
- Add a custom column on a planner
- Configuring advanced columns in the planner
- Adding the project planner component to a project Lighting record page
- Assign different planners to different users
- Supported column field types
- Add a button to open a project planner
- Making updates outside of planner
- Custom Status Mapping for Enhanced Functionality
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Management of Project Tasks and Work
- Management of project tasks and work
- Add a personal Arrow Kanban board for users
- Add and customize the Arrow Kanban Board for your projects
- Add custom status columns to your Arrow Kanban Board
- Add or remove the checklist from the Project Task page
- Add a Checklist to another object
- Automatic Recalculation of Tasks
- Setup Resource Management
- Setup Time Management & Time Entry
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Configure Invoicing & Billing
- Configure invoicing & billing
- Add your company logo, address and core invoice settings
- Understand Billing and AP Configs
- Define the order of operation for billing rates
- Understand the types of invoicing supported by Arrow
- Setup time and material invoicing
- Setup template invoicing
- Setup retainer invoicing
- Setup billing event invoicing
- Setup manual invoicing
- Cool Configuration Recipes & Examples
- Your Arrow Account
- Arrow PSA Fields