{"id":2823,"date":"2017-11-06T17:57:08","date_gmt":"2017-11-06T23:57:08","guid":{"rendered":"https:\/\/upllive.wpengine.com\/psa\/?page_id=2823"},"modified":"2023-02-27T15:34:45","modified_gmt":"2023-02-27T21:34:45","slug":"2018-r1-feature-highlights","status":"publish","type":"page","link":"https:\/\/uplandsoftware.com\/psa\/2018-r1-feature-highlights\/","title":{"rendered":"PSA 2018 R1 Feature Highlights"},"content":{"rendered":"<h2>Project Manager Home Page<\/h2>\n<p>Newly redesigned layout summarizes the most important information for your projects<\/p>\n<ul>\n<li>Tab navigation across the top for Active Projects, Milestones Timesheets and Expense Reports gives you a quick glance of actionable items<\/li>\n<li>gives you actionable information about active projects to keep you focus on your active projects current information<\/li>\n<li>Timesheets &amp; Expense Reports show you what needs to be pending approvals from your team members<\/li>\n<li>Cost &amp; Revenue financial snapshots for active projects<\/li>\n<\/ul>\n<h2>Project List<\/h2>\n<ul>\n<li>aesthetic upgrade and feel, redesigned look, and simplified navigation flows which allow users to get the information they need rapidly and intuitively<\/li>\n<li>Simplified administration of Views with the introduction of a Manage View page<\/li>\n<li>Cleaner view of available page actions<\/li>\n<li>Improved search capability and ability to export to excel<\/li>\n<\/ul>\n<h2><strong>Upland Project Planner<\/strong><\/h2>\n<ul>\n<li>Budget mapping: define your budget mappings at the system level, or change your settings per project.<\/li>\n<li>Budget integration: publish your project plan to automatically generate budgets at the Project, Task and\/or Assignment level directly within PSA.<\/li>\n<li>Undo &amp; Redo functionality has been added. Changes to the project plan can be reversed or redone.<\/li>\n<li>Progress on the percent complete of a Task can now be overridden by the project manager instead of using the system-calculated amount.<\/li>\n<\/ul>\n<p><strong>Resource Management<\/strong><\/p>\n<ul>\n<li>The Project Scheduling view has been updated to allow for displaying work plans for multiple projects simultaneously.<\/li>\n<li>The Resource Scheduling view has been updated to allow for displaying work plans for multiple groups simultaneously.<\/li>\n<li>Work plans can be pivoted to show schedules grouped by resources or projects.<\/li>\n<li>New email notification options have been added to specify whether to trigger notifications on bookings or allocations.<\/li>\n<li>New email notification options have been added for soft bookings.<\/li>\n<li>Work plans can now be exported to Excel based on a user-defined date range.<\/li>\n<li>Work plan notes now displays the note creator\/updater.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Project Manager Home Page Newly redesigned layout summarizes the most important information for your projects Tab navigation across the top for Active Projects, Milestones Timesheets and Expense Reports gives you a quick glance of actionable items gives you actionable information about active projects to keep you focus on your active projects current information Timesheets &amp; [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_sitemap_exclude":false,"_sitemap_priority":"","_sitemap_frequency":"","footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-2823","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>PSA Cloud-based PSA System Feature Highlights, 2018 R1 Release<\/title>\n<meta name=\"description\" content=\"PSA&#039; 2018 R1 release features a modernized user experience and streamlined functionality for resource management and project financials. 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