Professional Services Automation

Is there a trailhead course or some training that they can take? Also, best practices/recommendations for success. There is so much functionality that it can be overwhelming to a new admin that needs to start with basics and build up.

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Would love to know if your roadmap includes project accounting

good example of such platform is Horizon community: community.visma.com

It's most cumbersome to have to run a report to see where you are overall on all your projects, who on your team is working on them, how much of a budget they have left (both in hours & money), what tasks are left as well as the overall percentage of the project that has been completed and... Read more