Ensure PSA-Imported Agreements Are Properly Budgeted

Ensure PSA-Imported Agreements Are Properly Budgeted

When importing agreements from your PSA into PropelYourMSP, It's crucial to ensure your PSA-imported agreements are accurately reflected in your client’s budget. Here are two common challenges and how to address them:

1. Agreement End Dates
If your agreement has an end date in your PSA, it’s likely you’ll want to assume the agreement will be renewed. Otherwise, the budget may incorrectly show a gap for future years.

2. Annual Increases
Agreements with annual increases need to be reflected in the budget to maintain accuracy. Failing to account for these increases can lead to underestimations in costs.

Steps to Address These Issues

To ensure your agreements are properly budgeted, follow these steps:

In the budget section of PropelYourMSP, locate the Agreements Tab and click on the specific agreement.



Ignore the End Date


Select Ignore End Date to extend the agreement beyond its current expiration. This ensures the budget assumes a renewal and accurately reflects costs for the full budgeted period.



Configure Annual Increases


1. Click Configure Annual Increase Going Forward.

2. Enter either the percentage or specific amount of the annual increase.

3. Specify whether the increase should apply on the contract anniversary or on a specific date.

4. Submit Changes




Once the adjustments are made, click Submit. The agreement will now appear correctly in the budget.

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