We updated Finago PSA to a new version on Wednesday 08.04.2026. Here's what was fixed and improved:
Introducing: Updated Resourcing
The moment is here – Finago PSA's resourcing tools have been updated! The renewal divides resource management into two parts: task management and hour allocations. This change has been made to make work allocation easier when tasks are not required, while also introducing new possibilities and ease for managing tasks.
Task Management Updates
A new kanban view is introduced for task management, making it easier to understand where tasks are. Companies will also be able to define their own task statuses going forward.
The task dialog is also be significantly improved:
- more space and a clearer layout
- more extensive descriptions
- checklists, attachments, and pricing information
- the ability to assign tasks to placeholder users
Read more about the updated task management features here.
In addition, the visibility of own assignments has been improved. Employees will now see relevant tasks directly at the top of the My Day homepage as well as in the hour calendar, and can easily log hours for them.
New Allocations View
The new allocations view makes distributing work simpler, faster, and clearer than before.
In this view, you can:
- view employees whose allocations you have permission to access
- add work by project or task rows
- record allocations in total hours, per day, or relative to working time
The view also automatically calculates utilization and billing rates, supports sales pipeline stage probabilities in planning, and helps identify unfinished allocations.
Read more about the new allocation features here.
Resourcing Settings & Permissions
Resourcing settings have been updated to match the new features, and task statuses, default task dialog sections, placeholders & other settings can be tweaked by the admin user. Read more about resourcing settings here.
There are new permissions for allocations & task pricing, and the task-related permissions will be migrated to this new resourcing section in the upcoming releases. Read more about resourcing permissions here.
Getting Started
To get started, read the resourcing overview article here. If there are any questions or you'd like to leave some feedback, please contact your customer success manager or the application support.
Resourcing tools are available for our Enterprise and Business + resourcing clients. If your plan doesn't include resourcing and you'd like to give it a try, contact your customer success manager or the application support.