We are excited to bring you another exciting major release of Harmony. We have included the changes and features we have added in this article with links to the help articles related to each feature for an in depth walkthrough.
Navigation Changes
Previously you had to switch views in Harmony PSA to see the navigation menu for Sales, Finance and Operations. V 4.22 amalgamates all these views into one, making it far easier to navigate around the system.
Originally the top menu bar looked like this:
.png?width=811&name=image%20(3).png)
In 4.22 it looks like this:
.png?width=463&name=image%20(5).png)
As a result there have been a small number of changes to the menu name. For example, Defaults in the Operations Setup menu has been renamed to Operation Defaults within the Setup menu.
Project Costs
Project Costs allow you to enter then track costs against a budget. This is useful, as it allows you to see both the current and the incurred costs versus the budget amount, both on and across the project, not just when the costs have been posted to the accounts. Harmony PSA can alert you when cost budgets are breached and when they breach a configured tolerance. Once created a Cost Analysis for the budget can be viewed in the Costs Analysis tab on the Project Overview. For example:
Earning Positions
Earning Positions are used to drive billing rates from the staff member position, by mapping rates to time bookings.
Earning Positions have to be created first, then assigned to an employee before they can be mapped.
Hierarchical UI for Categories
When creating tickets you will now see a hierarchical structure has been applied to the Ticket Category field. This means you can navigate to a category through a hierarchy rather than looking through a large list. If you wish you to, you can still press the search icon and search through the full list rather than drill down through the hierarchy. For example:
Click here for information on how to set these categories up, and here for information on how the categories are used once they have been created.
As always if you have any questions or issues please get in touch.
Regards
The Harmony Team
About the Author: CloudBlue PSA is the most complete cloud professional services automation (PSA) software on the market. Purpose-built with functionality to simplify every need of MSPs and Professional Services Organisations, CloudBlue PSA introduces a state-of-the-art PSA system built for today’s modern service provider. The platform empowers services organizations to scale recurring channel revenue and diminish operational complexity via its advanced product suite, which includes automated billing and reconciliation, an industry-leading customer support center and network operations center (NOC), real-time profitability analysis, and much more. CloudBlue PSA is available globally. Follow CloudBlue PSA on Twitter, LinkedIn or Website
