Navigate through application

• Front page and structure
• Sidebar
• Header
• 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 Finago 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, PSA users.
• Time: Time tracking in calendar, bulk and list views, hours approval. 
• Resourcing: Manage tasks, allocate work time for projects and monitor utilization rates.
• 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 described at length in the feature-specific guides. 

Header

The header consists of multiple functions.

• Update: If you wish to upgrade your PSA plan, please click Update and follow the instructions to buy a new plan with more features. 
• Quick search: You can perform searches and quick actions (Create or Go to) directly from the top navigation bar. Read more here.
• 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. Read more here.
• Work hour 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. Read more here.
• 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. 

Support

The support icon is always located in the bottom left corner of the screen. All users can ask questions from our chatbot and view our Help Center articles for instructions.
If you are using the Enterprise-plan and you are its admin user, by clicking the icon, you can also chat with our customer service on weekdays at 9-11 AM.

Top of the page

Every feature section has this similar structure. For example All projects view:

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.