Professional Services Image by Gerd Altmann from PixabayA slightly delayed roundup for last week, with the UK pausing to remember Queen Elizabeth II. This week’s updates include Function Point looking for a new CEO  and a customer case study from Dayshape. There are also product announcements from NetSuite OpenAir, ProjectManager and TaskRay.


Top US Accounting firm Wolf & Company has helped Dayshape produce a case study that shows how it benefitted from deploying Dayshape to manage its resources. The company was previously using ProStaff spreadsheets with many disjointed processes.

The case study reveals that the deployment of Dayshape helped centralise resource management. This helped to increase senior managers’ billing capacity and saved 98% of time spent on reporting. Dayshape now integrates with its Star Practice Management IRIS and Salesforce, further enhancing productivity.

Function Point

Bobby Floujeh has resigned from his role as CEO of Function Point, effective September 15th.  He stated: “I am very proud of where Function Point is and where it is heading, we have built a solid foundation centering around our ‘people obsessed’ and ‘customer first’ values. I believe these values and current leadership will springboard Function Point into its next era.”

Matt Goddard has stepped in to serve as interim CEO until a suitable replacement can be found. Volaris Group is now seeking and interviewing candidates to fill the role.

NetSuite OpenAir

The NetSuite OpenAir team gave a sneak peek of the upcoming 2022 R2 release in a blog by Joseph Clancey, product marketing specialist. There are four main features in the release:

  • An enhanced Project Center adds the ability to Customize the resource availability indicators in the Project Center view with personalised resource utilization ranges and colour coding. It is now possible to change Booked resources within the project centre view, and there are new keyboard shortcuts to copy multiple booking hour values
  • NetSuite has redesigned the list view and advanced filters to enhance the capabilities of list views, filters and workspace documents. Users can add filter conditions and preview advanced filter results before saving. Filter through past saved filters as the user types and more
  • New custom workflow integration enhancements to the OpenAir NetSuite Connector enhance the integration with NetSuite
  • OpenAir mobile v4.4 becomes available with this release. It has new automations and enhanced synchronisation. There is also the ability to select and view more task details in the app, such as the ID and phase of a task
  • Full release notes are available here, and a webinar explaining the new features is also available


The September release of ProjectManager includes two major features Risk Management and Recurring Tasks.

The new Risk Management tab lets project managers track every project individually from a central hub. They can assess risks, collaborate with team members, note mitigation, and work to reduce risk likelihood and impact.

The new Recurring Tasks enables users to create recurring tasks daily, weekly, monthly or annual. Similarly to recurring calendar appointments in Outlook, the user can specify an end date or a number of recurrences.

Other improvements include updates to workload management, global search, workflow automation, and account guest onboarding. In addition, more customers have been migrated to the AWS platform, improving performance.


Due out on October 15th on the AppExchange TaskRay announced the features within its October 2022 in a blog by Lindsey Kocel, director of product marketing and more detailed release notes. Kocel quickly gets to the meat of the release stating: “Because Templates are so important to optimizing your post-sale processes, they are the star of the show for our upcoming major release. We’re bringing you dynamic new and enhanced features that will elevate how you manage Templates, such as versioning and task assignment, along with a lot of nifty usability improvements.”

TaskRay has added Template Versioning to every edition. This enables users to create and track template changes, review changes over time and reuse historical templates. Version control also ensures active or previously active templates cannot be changed. The update includes improvements to the Template Hub, making creating and editing templates easier.

Other improvements include Checklist Queues, with the ability to assign checklist items and tasks to queues when working in Templates. The ability to expand and collapse views is available in the Kanban and Plan views, and more Lightning components are available.

The full release notes include new fields and objects for Salesforce administrators and several bug fixes.

PSA PPM and Work Management news from the week beginning 5th September 2022



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