RE: Upgrade from Project Service Automation to Project Operations Lite Deployment - phase 2
Upgrading from Project Service Automation (PSA) to Project Operations Lite Deployment involves the following steps:
Understand the differences: Project Operations Lite Deployment is a new product offering that is designed to streamline project management and resource management. It includes features such as project planning, resource scheduling, time and expense tracking, and financial management. It is important to understand the differences between PSA and Project Operations Lite Deployment to ensure a smooth transition.
Evaluate your current PSA deployment: Review your current PSA deployment to identify any customizations or configurations that may need to be migrated to Project Operations Lite Deployment. This may include data migration, such as customer and project data, as well as any custom fields, forms, or workflows.
Plan the upgrade: Create a project plan that outlines the steps involved in upgrading to Project Operations Lite Deployment. This should include a timeline, a list of tasks, and a list of resources required for the upgrade.
Configure Project Operations Lite Deployment: Configure Project Operations Lite Deployment to meet your business needs. This may include setting up project templates, resource pools, and financial controls.
Train your team: Provide training for your team on the new features and functionality of Project Operations Lite Deployment. This will help ensure a smooth transition and improve adoption.
Migrate data: Migrate any necessary data from PSA to Project Operations Lite Deployment. This may include customer and project data, as well as any custom fields or workflows.
Go live: Launch Project Operations Lite Deployment and begin using it to manage your projects and resources.
By following these steps, you can upgrade from Project Service Automation to Project Operations Lite Deployment and take advantage of new features and functionality for streamlined project management and resource management.
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