HSO | ProServ
projects360 for Project Operations — 10.0.40
10.0.41
10.0.40
10.0.39
Table of Contents
HSO | ProServ
projects360 for Project Operations — 10.0.40
projects360 for Project Operations — 10.0.41
projects360 for Project Operations — 10.0.40
projects360 for Project Operations — 10.0.39
Introduction
What’s new in version 10.0.40
What’s new in version 10.0.39
What’s new in version 10.0.38
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
Shared customers across companies
Contract reason codes
Qualify lead parameters
User Localization settings and Multi language capabilities
Single User Mode for Projects
Cost Plus Pricing is supported by xl360 templates
Opportunity management
Opportunity sales process
P-project (Proposal project)
Opportunity header close as Won/Lost
Opportunities for Leads (non-customers)
Opportunity lines
Project Draft
Auto-create Quote for project draft
Close as Won/Lost and Reopen line
Opportunity Service Lines
Estimate version
Fee Estimator
Contract management
Project Contract
Project Contract line
Create Contract line from project
Project management
Projects
Project tasks
Copy Tasks from Project
Effort Assignment
Work Breakdown Structure
Move Task Dates/ Move All Task Dates
Copy from Fee Estimate to the Project WBS
Disciplines
Gantt View
WBS dependencies between tasks
Subprojects
Copy Estimated to Original contract
Enhanced Tracking View
Effort Allocation
Enhanced Effort Allocation
ETC/EAC Management
Direct Booking
Release process
Actuals
Version History
Release Notes v10.0.40
Version History
Actuals
Release Notes v10.0.40