Best Way to handle Projects with multiple order lines

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Posted on by Community Member Microsoft Employee

Hi,

we're evaluating PSA atm, and while most things look great, I've stumbled upon an issues that troubles me. I'd like to ask for recommendations how to best handle this or the desired behavior can be customized by an expert/psa consultant with reasonable amount of effort. Thanks

- Our sales people usually contract projects with multiple order lines, each line being fixed price (usually). For simplicity you may think of them as different phases of a project that are quoted seperately but in one project contract.

- Invoicing/ invoice plans however should be for the contract as a whole. Also the project management / WBS hast to be a single project entity for all phases.

How would you best handle this situation?

As far as I could find out it is not possible to link one project to multiple contract lines - which I would have thought as a solution.

Thank you,

regards

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Opportunity Management

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Community Member Microsoft Employee on at

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RE: Best Way to handle Projects with multiple order lines

Yes the cost differs on role level and ideally also on a per person level.

I found your other post concering PSA V3/ UCI and multidimensional pricing. It was very helpful - thanks - and looks like a good solution for our case.

Regards
Community Member Microsoft Employee on at

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RE: Best Way to handle Projects with multiple order lines

Hi Antti,

thank you again for your answer and time.

I guess this will do. It's still not optimal as it requires the sales team to create a single order line in the opportunity and work with detail lines. From their user experience perspective this is a bit complicated.

Also when using the detail lines for our phases we need to use a mixed price/cost list for these lines as we cannot specify a single role for the phases and the sales team is used to only think is price for phases not for single roles.

As I said - it will do and maybe the sales team can adopt to a new process, thinking in roles/time needed instead of fixed price for phases (where pricing is based on "sales teams experience").

I will try talk to a consultant if we can customize something to make it easer but it will do.

Thanks, regars
Community Member Microsoft Employee on at

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RE: Best Way to handle Projects with multiple order lines

Hi Antti,

thank you very much for your response and thoughts.

This might be an option. However, In our case it has one significant drawback.

- We charge fixed prices for every phase (which would be line details in this solution). To my knowledge, line details can only be time & expenses though. Which leads to three problems

--- I can only select one role / task per phase and not multiple ones (i.e. 10h PM, 10h analyst ...)

--- I cannot report project progress / cost vs. the fixed price as the detail line will change according to planned and actual project progress

--- The sales team cannot track progress and profitability on a per phase level on the order/contract entity

correct? Or am I missing something?

Thanks again

Best Way to handle Projects with multiple order lines

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Best Way to handle Projects with multiple order lines

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