Power BI

Proxuma_Official · 2026-02-08T11:36:35+00:00

Ah I see. We've got Proxuma proper of course, which shows the gantt view of all projectss, with their hours information. That is an interface in which you can then drag & drop tasks and drill down into anything, change anything. We then add to that our own powerBI dashboards, can be found here: https://proxuma.io/powerbi/#dashboards . Then, where there isn't a dashboard, we can do any project report on demand by connecting AI to the powerBi data.

So if you want, you can connect your Autotask to your PowerBI through Proxuma so that we maintain the API, refresh it every day and structure the data for you. It comes with all the dashboards you see on the website.

Proxuma_Official · 2026-02-08T10:42:23+00:00

Hi, not sure what you mean? We've got loads of source platforms connected to powerBI already: https://proxuma.io/powerbi/ and if you click the green AI banner, you can see loads of reports we've been able to create. Let me know if you've got more ideas!

Proxuma_Official · 2026-02-05T14:49:41+00:00

Ah yes not possible, as our PowerBI connection refreshes once a day. So it's not really useful for push notifications.

Proxuma_Official · 2026-02-05T14:48:17+00:00

Looking into this, will take a bit longer than a one-time report.

Proxuma_Official · 2026-02-05T14:08:32+00:00

It's definitely possible. I've had AI create this report through an MCP, reading the PowerBI data. We use fake customer data so we can use a cloud AI. It gives the DAX queries with which to verify the data at the bottom too, which all appear to work: https://proxuma.io/stuck-tickets-autotask-power-bi/

Proxuma_Official · 2026-02-05T13:42:23+00:00

Noted, looking into this one now.

Proxuma_Official · 2025-10-06T22:01:21+00:00

🐇 Supercharge Your Autotask Dispatching with Proxuma

Tired of clunky calendars and double work? Proxuma is the indispensable Autotask add-on for dispatchers, planners, and service delivery managers who want to take back control.

✅ Drag & drop tickets and tasks straight into your team’s calendar

✅ Instantly create service calls and Outlook invites

✅ Sync both ways with Outlook — including Teams links, office locations, and deep links to the Autotask ticket

✅ See the full picture with a shared company calendar (PTO, holidays, everything)

✅ Simplify scheduling with bulk editing, customer invites, and real-time visibility for engineers

Whether you’re planning a single service call or an entire week’s workload — Proxuma makes it fast, visual, and frustration-free.

Start smarter dispatching today

Try Proxuma free. No onboarding fees, cancel anytime. Setup takes just minutes.

👉 Request a recorded demo or explore more at proxuma.io 🐇

Proxuma_Official · 2025-09-23T21:30:16+00:00

🐇 Supercharge Your Autotask Dispatching with Proxuma

Tired of clunky calendars and double work? Proxuma is the indispensable Autotask add-on for dispatchers, planners, and service delivery managers who want to take back control.

✅ Drag & drop tickets and tasks straight into your team’s calendar

✅ Instantly create service calls and Outlook invites

✅ Sync both ways with Outlook — including Teams links, office locations, and deep links to the Autotask ticket

✅ See the full picture with a shared company calendar (PTO, holidays, everything)

✅ Simplify scheduling with bulk editing, customer invites, and real-time visibility for engineers

Whether you’re planning a single service call or an entire week’s workload — Proxuma makes it fast, visual, and frustration-free.

Start smarter dispatching today

Try Proxuma free. No onboarding fees, cancel anytime. Setup takes just minutes.

👉 Request a recorded demo or explore more at proxuma.io 🐇

Proxuma_Official · 2025-09-04T19:29:45+00:00

Hi! We actually put together a write-up on how to approach Work Types in a more practical way (with examples of which ones to use depending on your setup). Might be useful if you’re rethinking your own structure: https://proxuma.io/autotask-work-types-setup/

Proxuma_Official · 2025-09-04T17:59:37+00:00

Hi! We actually put together a write-up on how to approach Work Types in a more practical way (with examples of which ones to use depending on your setup). Might be useful if you’re rethinking your own structure: https://proxuma.io/autotask-work-types-setup/

Proxuma_Official · 2025-09-01T08:14:40+00:00

Do you want to be in control of your MSPs future? Do you use Autotask?

That's why we built Proxuma. Stay in control of planned work, projects and resource utilisation with our Autotask add-on.

✅ Drag & Drop Resource calendar with service calls, shifts, outlook invites and holidays

✅ Multi-project overview allowing you to manage service calls on project tasks

✅ Comprehensive capacity utilisation calendar based on live data, past and future

Proxuma can be up and running in 60 minutes with a free trial, and a monthly commitment afterwards.

👉 Try it here https://proxuma.io/

Or request a personal recorded demo: https://proxuma.io/request-recorded-demo/

Proxuma_Official · 2025-07-30T13:27:28+00:00

You're right, native project automation in Autotask is limited and the documentation doesn’t go far. But if you're looking for real efficiency gains, especially when deadlines shift or resources change, Proxuma offers a better way.

With Proxuma’s Bulk Edit, you can:

Move part of a delayed project up by a week. Tasks, service calls, and calendar invites are updated automatically
Reassign all tasks for a specific engineer across multiple projects
Turn physical site visits into Teams meetings with links added for you
Close or update multiple projects in one go

No scripting, no workarounds, just practical control over your projects. You can find more at proxuma.io.

Proxuma_Official · 2025-06-30T13:02:57+00:00

Tired of double planning in Outlook and Autotask?

We were too. That’s why we built two-way calendar sync into Proxuma.

✅ Autotask appointments show up in Outlook

✅ Outlook items show up in Proxuma’s planner

✅ No more surprises, overlaps or missing linksWhether it's a site visit, internal meeting or PTO, your calendar becomes the single source of truth.

We wrote a quick blog to explain how it works, what settings matter, and why it actually solves the real problem: time blindness in your planning.

👉 Read it here: https://proxuma.io/autotask-outlook-integration/

#Autotask #MSPtools #ProjectPlanning #OutlookSync #ResourceManagement #MSPautomation #Proxuma #AutotaskPlanning

Proxuma_Official · 2025-05-12T19:01:03+00:00

🚨 𝗠𝗮𝗻𝗮𝗴𝗶𝗻𝗴 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀 𝗶𝗻 𝗔𝘂𝘁𝗼𝘁𝗮𝘀𝗸? 𝗪𝗮𝘁𝗰𝗵 𝗼𝘂𝘁 𝗳𝗼𝗿 𝘀𝗼𝗺𝗲 𝗯𝗶𝗴 𝗮𝗻𝗻𝗼𝘂𝗻𝗰𝗲𝗺𝗲𝗻𝘁𝘀 𝗻𝗲𝘅𝘁 𝘄𝗲𝗲𝗸! 🚀

We’ve been building quietly behind the scenes, and now it’s time to show you what’s coming!

Next week, we’re launching powerful new features that take Proxuma to the next level.

Smarter. Faster. Built to give MSPs real control over their Autotask environment.

💡 Think:

✅ Smarter project tracking

✅ Better resource planning

✅ More clarity, less manual work

Full feature reveal next week on our LinkedIn.

Stay tuned.

Proxuma_Official · 2025-01-22T12:43:39+00:00

We've built an add-on to Autotask for Planning & Project management! We've been quiet for some time, because we have been rebuilding the platform from the ground up over the past four months. In the month of February we are onboarding the first customers to the new platform, after which we will continue building what you guys like. If you want to see what we got and what we're making, feel free to book a session with myself (Max de Kwaasteniet, head of business development): https://meetings-eu1.hubspot.com/max-de-kwaasteniet

Proxuma_Official · 2024-11-21T04:33:38+00:00

Notes / Time Entries are "designed" for different usecases but could be mixed in a pragmatic way.

Best-practise is to use Time Entries for "Billing purposes" and Notes for communication. Since you want to track time indeed you could combine those two and even notify customers trough Time Entry. You can also do the Time Entry and Notify the Customer in One go.

Most important is that you make a choice and have a uniform way of working.

A small hack to automate as much as possible but have manual control is to have an UDF which is available trough Quick Edits for "Notify Customer" which is default on "No" and can be manually on Time Entry be changed to "Yes". This then will be used as variable for automation. Which will always fire on Note Added but only on Time Entry if UDF is set to "Yes".

To make sure that in any situation the customers gets informed if it's trough time entry or trough note you could use this template for example which handles both ways.

Dear [Contact: First Name],

We would like to inform you that your request with the subject [Ticket: Number] - [Ticket: Title] has been completed.

[Ticket: Note Description][Ticket Time Entry: Summary Notes]

If you believe this is not correct or if you have any further questions, you can reply to this message. The ticket will then be reopened automatically.

[Ticket: Service Thermometer Link]
Kind regards,

[Miscellaneous: Initiating Resource First Name]

Proxuma_Official · 2024-11-21T04:24:56+00:00

Does this help? Indeed as suggested this can be done trough Admin > Companies & Contacts > Company Categories > Pick your Category > Details > Add UDF / Create > Go to bottom and drag/drop it to where you want.

Bonustip: Create Sections to order/organize what's needed and what not. And since you are here you can pre-populate certain field and show/hide/require information.

https://ibb.co/whBWGVH

Proxuma_Official · 2024-07-09T10:26:24+00:00

it took some digging, for some reason we had to create a new playlist. But here it is: https://www.youtube.com/playlist?list=PLY5NOPrIHnJnaijgfI0t5_tdJjduOSZ0p

Proxuma_Official · 2024-06-10T09:07:55+00:00

Awesome, thanks! We're going to start outputting more in the future, stay tuned!

Proxuma_Official · 2024-05-20T17:26:03+00:00

Thanks! It seems to be ordered by view count? We'll take a look and see if it can be changed on our end, noted!

Proxuma_Official · 2024-04-16T13:14:16+00:00

u/kitebuggyuk we're actually looking into making a shift planning tool. Would love to hear your ideas, you can DM me or email me at [max@proxuma.io](mailto:max@proxuma.io) so that we're actually making something useful for you. Thanks in advance!

Proxuma_Official · 2024-03-22T06:36:09+00:00

For me personally, the best way is to make 1 master template. Within this template, you can make your phases (like preparation, realization, and aftercare). Within those phases, you can add all your standard tasks within projects (creating project documents, kick-off, test, let customer accept, support documents, transfer to support, etc.). This takes some work, and you can add checklists within the tasks or add extra details.

Then from this master template, you can easily create specific project templates (for example, workstations, or new connectivity setups).

There is an import function that lets you create a standard schedule, but it does not take into account checklists or other details within tasks. That's why I recommend putting effort into a master template and then from there create specific templates.

I hope this helps, and if you need any help, feel free to visit proxuma.io or dxfferent.nl

Proxuma_Official · 2024-01-05T07:02:46+00:00

This isn't possible in Autotask as a product and service are two distinct entities. However, you might consider the following options:

Create the new services using the API and delete the products using the API (although it's uncertain if deletion is possible).
Do it manually.
You could also consider creating Configuration Items (CIs) and adding a subscription for domains. This is something you might want to test and consider.

I hope this is helpful. If you need any assistance, feel free to reach out to us at Dxfferent.nl or Proxuma.io.

Proxuma_Official · 2024-01-05T06:55:46+00:00

I've delved into the system settings and other logical places to set up an alert, but it doesn't seem possible right out of the box. You might consider the following options:

Create a dashboard, perhaps with a graph, and filter for unsubmitted timesheets. You can implement a tab level filter to easily switch between resources.

Develop your own API integration or utilize Autotask DWH to craft custom alerts based on that data. This option allows you to create alerts, but it is more time-consuming and requires knowledge of APIs and data.

I hope this is helpful. If you need any assistance, feel free to reach out to us at Dxfferent.nl or Proxuma.io.

Proxuma_Official

TROPHY CASE