October 2020 New Features release!

We have a great new set of updates with Arrow PSA 2.30!

Live mode for the planner is a feature in this release and requires updates in “Set up.” Please follow instructions below after upgrading your org or sandbox.

  • All Lightning Pages with Planners must be edited/saved to capture the new “Live” setting preference
  • To Use “Live” Mode you must update Change Data Capture

You must update the assignment Fields array of the resource manager config to use Planned Mode on the resource manager with “apollo__Project_Task__r.apollo__WorkBaselineInHours__c”,

WorkBaselineInHours

Features of Arrow PSA 2.30

  • Added Live Mode option to Planner – You can now view live changes being made to projects!
  • Moved Time Entry Calculations and Task Rollups to Async processes
  • Added Planned/Actual toggle to Resource Manager – Planned will show hours planned on tasks, Actual is the default mode

Hours mode

  • Added Default Filters on Resource Manager
  • Improved Timesheet component performance
  • Collapsible Timesheet sidebar

collabsible timesheet sidebar

Bug Fixes

  • Fixed Time Entry Sort/Filter Refreshes After Save
  • Fixed Checklist Templates Duplicate on Save Template

 

With Arrow PSA Software, you can:

  • Gain financial control and profitability with one, comprehensive, integrative platform
  • Achieve better visibility of your organization, and a better understanding of your team’s productivity
  • Drive your organization’s operational efficiency with powerful resource management capabilities
  • Generate, in real-time, the insights you need to run your organization, and plan for the future

Find us on the Salesforce AppExchange!