Beyond Software PSA - OData Integration

What is OData?

OData is 'an open protocol to allow the creation and consumption of queryable and interoperable RESTful APIs in a simple and standard way.' In other words, OData is the vehicle that allows you to pull your data from Beyond Software and push it into another service, such as Microsoft Excel or PowerBI.



Connect Your Beyond Software Data to Microsoft Excel

Using OData, you can now connect Beyond Software to Microsoft Excel, allowing you to build out spreadsheets with your data and refresh it at the click of a button - no more exporting spreadsheets from Beyond each time you need updated data. Easily view and select different data sources and fields to create detailed pivot charts and tables.


Connect Your Beyond Software Data to Microsoft PowerBI

The integration between Beyond Software and PowerBI allows you to build and analyze a variety of widgets and key-performance-indicators (KPIs). Like in Excel, the charts/tables/widgets are easily customizable and can be refreshed with one click. The data available via OData correlates to the Consoles in Beyond Software (see below).

Project Consoles

The Project Console screen displays all of your projects in a view that makes it easy to see how your projects are defined, the customer (name, address and contact) the project is related to, and which invoice format is being used. Project Consoles also allow you to quickly and easily filter projects by Project Manager, Status, Type, Customer Name, and more so that you have immediate access to the most relevant information.

Use this console for a quick view of how individual projects are performing, as well as, the overall performance of all projects. You can view Labor Hours, Budgeted Labor Hours, Billable Revenue, Non-Labor Costs, Net Billable Revenue, Net Billable Income, Billable Margin, Realization Rate, Billed Amount, Unbilled Amount and Percent Complete. This provides valuable insight into which projects are progressing well and identifies projects early that are on an unprofitable course, giving you the opportunity to make adjustments before it is too late.

The Project Transaction Console provides you the raw information in project transactions which enables you to determine utilization rates and make changes as necessary to improve utilization percentages.

This console is useful when approving timesheets to ensure that everyone has submitted their timesheet and they have been approved before invoicing is scheduled to begin. Timely and complete approval of timesheets helps to ensure billing cycles are optimized. Customers require billing cycles to be on time – especially when the customer needs to pass along some of the costs to their clients.

With the Project Invoice Console you can review monthly billing and see what was billable versus what was billed. This console makes it easy for you to drill down to the billing details and answer questions your customers have about their invoices.

This console is especially beneficial for businesses whose forecasts are driven more at the Task level than the Project level. This console shows you results by a specific Task or all Tasks, and allows you to further analyze those results by drilling into the Projects associated with the tasks.

The Resource Console displays all of your resources, their labor category, their status (active, terminated), their hire and termination dates, team leader, department, and whether the resource is an employee or a subcontractor. This is helpful when staffing new projects and you need quick view of active team members.

Quickly view what projects each resource is assigned to, who their project manager and team leader is, and budget information so you can determine if you need to add or reduce the resource level to balance the project budget.

Financial Consoles

This console displays the chart of accounts so you can view how each one is set up. When you need to add accounts, the list in this console allows you to find an account that is set up similarly and copy it as a starting point.

Use this console to display all transactions posted to the general ledger. You can filter and sort by period, transaction date, journal type, module, and many other fields to view history. The GL Transactions Console gives you an easy way to look up transactions and group them by account type and account, providing you with a dynamic ‘trial balance’ view of your records with subtotals.

The Vendors Console displays all of the vendors and their respective information so you can quickly and easily make sure that new vendors are set up similar to previous vendors. Much like the GL Chart of Accounts Console, if you need to add a vendor you can use this console to find a vendor that has been set up similarly and copy it to use as a starting point, saving you time in the process.

This console displays activity for all vendors or individuals based on your filtering and sorting criteria. Use the information to analyze top vendors or view all the vendors you’ve purchased a particular product from to negotiate better prices.

The Customer Activity Console displays activity for all customers or individuals based on your filtering and sorting criteria. Use the information to analyze top customers and determine whether special pricing may be advantageous to closing future projects with the customer.

Use this console to view all of your customers and quickly and easily make sure that new customers are set up correctly. When you need to add a new customer, this list allows you to find one that is set up similarly and copy it as a starting point.

Take the next step - start increasing your project profitability.