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Hi,
I have an customer who want to use PSA-Project Service Automation for all there projects but they also want to use Field Service to set up work orders and then connect them to the project in PSA. Is it possible ?
Sometimes they need to move a project forward.Is it possible to also move the work orders in field service at the same time ?
RegardsFredrik
I have done this in the past, but the question is what are they trying to do? Why do they want to link PSA to work orders? What is the business process and desired outcome?
Thanks for your response :-)
I got three questions from the customer:
1) they build factories as projects where field service technicians execute installations.
2) they need to reschedule many work orders at the same time due to project delays. How to do it in Field-service?
3) they use Project Server today. What can they get out of project server - psa automation?
Why they want PSA is to stay update with the whole project.
Hope this clarify things a little bit more..
Regards
Fredrik
Why would you schedule work orders for the project? Are these break fix items? If they're installations why not just use PSA and assign the tasks out to the techs. You can use the PSA functions of moving the project out to also help facilitate moving the bookings/assignments of the techs.
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