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Is there a way of capturing an Purchase Order (PO) number within PSA and assigning the relevant costs for that PO number. i.e If PO number has a value of £10,000, then the Time and Materials would be allocated to phase 1 of that project. If then the project is extended and another PO number comes in for the same project as phase 2, how can that PO number and value of i.e £5000 be allocated to phase 2 and invoiced accordingly?
Unfortunately there is no OOB functionality for this.
You could add a custom entity called Purchase Orders and link project tasks to the correct purchase order record.
Or use naming conventions in project tasks to make it clear if a task below to PO1 or PO2.
If we get additional budget from the client (a Change Order or a new Purchase Order), I typically add it as a new task in the plan and call it Phase 2 (PO 123). When you allocate resources for the correct amount of hours, the budget will show £5000.
In 2020 there will be a new feature called T&M with cap that may also help with your requirement.
PMs can use bulk edit of actuals to move them to another project task or project in case of mistakes. It is described on Microsoft Docs.
I hope it helps.
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