Navigate through application

• Front page and structure
• Sidebar
• Header
  • Quick search
• Support
• Top of the page
• Keyboard shortcuts

Front page and structure

After logging in, you can see the front page aka dashboard, and other feature areas according to your permissions.

The Heeros PSA platform consists of the main page, the navigation sidebar, the header, and settings pages.

Sidebar

From the sidebar you can access all the features available with your permissions. The features may vary also depending on the PSA plan or settings. 

The available features are:

• Dashboard: A personalized dashboard to view your projects, hours, activities, and tasks. Includes also BI reporting: profit and loss, revenue, sales, billing, activities, hours, and invoices.

• Contacts: Customers/accounts, customer contacts, Heeros PSA users.

• Time: Time tracking in calendar, bulk and list views, hours approval. 
• Resourcing: Time and task resourcing in Grid, Gantt and list views, utilization. 
• Projects: Sales pipelines, won and internal projects in list and kanban views. 

• Invoicing: Sales invoices, mass invoicing and invoices log. 

• Costs: Expenses, travel expenses, bills and purchase orders. 
• Reports: Our old report view with hour, invoicing, sales, bills, product, recognition, profitability, forecast and management reports.
• New reports: Our new report view where you can create your own report templates. 
• More: Products: catalogs and CPQ.

Hover on a feature title to see the sub-features that are grouped under it. All features are discussed at length in the feature-specific guides. 

Header

The header consists of multiple functions.

Quick search
You can perform searches and quick actions (Create or Go to) directly from the top navigation bar. Read more below.

Add new
You can add i.e. a project, activity, expense, travel expense, account, and an invoice from the Add New tab. This can also be done from the feature page of each individual feature.

Personal notes

Your own personal notes. 

Work hours timer

You can track your work time by clicking the timer. This way you can start and stop an hour entry which can be targeted to a customer project. 

Team chat

With team chat you can send messages to project teams that you are a member of (tab "Projects") or create your own message groups (tab "Chat").  The icon will show a red notification when you have unread messages.

Notifications

Here you can see notifications when i.e. your work hour saldos have been exceeded. You can set the notifications from My profile > Notifications. 

Settings

Available for admin users, here you can set all the feature specific user permissions, manage company information, users and user groups, subscription and integrations to other programs. 

Own profile

Here you can manage your own settings, go to Help Center to read user guides, service releases and version updates. You can also see which PSA plan you have in use. 

Quick search

Quick Search allows you to navigate directly to your desired section of PSA from the search function. In addition to searching for accounts, projects, and other entities, you can perform quick actions: Create or Go to.

You can activate the Quick Search input by:

• Clicking the search icon (magnifying glass) in the top navigation bar, or
• Using the shortcut Ctrl + Space (enabled by default but can be disabled in Settings > My Profile).

Quick Search and Search Results:
You can search the following sections using the criteria listed below. The system will display a maximum of five most relevant results, limited to sections you have permission to access.

• Accounts: Account name and account number
• Projects: Project name and project number
• Contacts: Contact name
• Users: User name
• Expenses: Expense number
• Travel Expenses: Travel expense number
• Invoices: Invoice number

Targeted Search
You can target the search to a specific section of PSA by using the section name as a prefix (currently available only in English), for example:

• project:123 searches "123" only in the Projects section.
• expense:123 searches "123" only in the Expenses section.

Quick Actions: Go to and Create

• By typing Go to, you can directly navigate to the following sections in PSA:

  • Accounts list
  • Projects list
  • Contacts list
  • Expense list
  • Travel expense list
  • Users list
  • Invoices list
  • Settings
  • My Profile → Password

• By typing Create, you can open the creation view for the following:

  • Account
  • Project
  • Contact
  • Expense
  • Travel Expense
  • User
  • Invoice
  • Hour Entry

Support

The support icon is always located in the bottom left corner of the screen. For all users, there is an extensive collection of articles available, where you can read about different sections or watch video tutorials related to the program. If you are using the Enterprise-plan and you are its main user, by clicking the icon, you can submit a service request to our application support or start a chat conversation with us (9-11 AM and 1-3 PM).

Top of the page

Every feature section has this similar structure. 

1. The feature-specific top navigation bar with its subsections. Tabs that cannot fit the screen are grouped under a More tab as a dropdown. 
2. Filters, basic search and advanced search. 
3. View-specific filter selection (e.g.list or kanban view) and summary of the view's values (e.g. tracked hours total). 
4. View-specific functions: e.g.. adding new data, excel export, feature settings. 
5. List view with different functionalities, e.g. adding new data, mass editing, moving and sorting data, opening data to a new view.