Integrate Project Service Automation

Integrate Project Service Automation

When the Project Service Automation (PSA) solution is installed on a Partner site (along with required dependencies), customers and partners gain access to PSA-related data such as projects, quotes, invoices, and bookable resources.

View Projects on the Partner Site

Customers can view

• Active projects
• Closed projects
• All projects linked to their organization

Partners can view

• Projects where a bookable resource from their organization is part of the project

Requirements

Web roles:

• PSA Customer Approver/Reviewer
• PSA Partner Approver/Reviewer

How to Access

1. Sign in to the partner site
2. Go to Customer Projects
3. Choose Active, Closed, or All Projects

View and Approve Project Quotes

Customers can view and approve quotes associated with their account.

How to Access

1. Sign in → Project Service Automation → Quotes
2. Set filter to Last 7 Days
3. View pending quotes
4. Select a quote to see details
5. Use Approve Quote or Reject Quote

View Project Invoices

Customers can see invoices only if:

• The invoice is marked Visible to customer

How to Access

1. Sign in → Project Service Automation → Invoices
2. View invoice summary list
3. Select an invoice to see full details

View Project Contracts and Order Forms

Customers can see contracts and orders only if:

• The contract is marked Visible to customer

How to Access

1. Sign in → Project Service Automation → Contracts
2. View list of contracts
3. Select a contract to open details

View Confirmed Bookable Resources

Both customers and partners can view resources assigned to their projects.

How to Access

1. Sign in → Project Service Automation → Customer Resources
2. View assigned resources including:

• Role
• Booked hours
• Assigned tasks