HSO | ProServ
projects360 for Project Operations — 10.0.28
  • 10.0.43
  • 10.0.42
  • 10.0.41
  • 10.0.40
Table of Contents
HSO | ProServ
  • projects360 for Project Operations — 10.0.28
    • projects360 for Project Operations — 10.0.43
    • projects360 for Project Operations — 10.0.42
    • projects360 for Project Operations — 10.0.41
    • projects360 for Project Operations — 10.0.40
GrabGrab
GrabGrab
  • Introduction
  • What’s new in version 10.0.28
    • What’s new in version 10.0.26
  • Initial configurations
    • Finance and Operations
      • projects360 integration parameters
      • projects360 parameters
      • Dual-write sync from Finance and Operations to Project Operations
      • Periodic tasks
    • Project Operations
      • Company parameters
      • Financial dimensions
      • Autonumber settings
      • Project parameters
      • Contract reason codes
      • Qualify lead parameters
  • Opportunity management
    • Opportunity sales process
    • P-project (Proposal project)
    • Opportunities for Leads (non-customers)
    • Opportunity lines
      • Project Draft
      • Auto-create Quote for project draft
      • Close as Won/Lost and Reopen line
    • Opportunity header close as Won/Lost
  • Contract management
    • Project contract
    • Project contract line
      • Create contract line from project
  • Project management
    • Projects
    • Project tasks
      • Copy Tasks from Project
    • Subprojects
      • Copy Estimated to Original contract
    • Release process
    • Actuals
  • Version History
    • Release Notes v10.0.28

Finance and Operations

*This section details out the parameters to be configured at Finance and Operations.

All the configurations relating to projects360 for project operations at Finance and Operations have been grouped together in this section. The configurations that are grouped together in this section are related to:

projects360 integration parameters

projects360 parameters

Dual-write sync

Periodic tasks

Select a section to view more details about them.


Initial configurations
projects360 integration parameters
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