28

Enable project templates

Project templates is one of the most frequent requirements in PSA+ProjOps implementation projects. Templates drastically reduce the time required to set up complex project plans. Please bring back project templates as we know them from PSA.

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Category: Project Planning and Tracking (11)

STATUS DETAILS
New
20

Enable programmatic create, update, delete operations on Project Task and its related entities

Being able to programmatically CUD the Project Task entity is a frequently seen scenario in PSA+ProjOps projects. Many processes around project management require programmatic CUD operations to the PT entity and its related entities. Organizations have CR processes tied to new tasks, project temp...

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2 Comments

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Category: Project Planning and Tracking (11)

STATUS DETAILS
New
14

Allow baselining and snapshotting of projects

Almost any project manager would like to see how their project looked at the beginning compared to how it actually ended up. Please allow us to take a snapshot of the project and give tools to compare with the current or other snapshots. This would allow for baselining which would help with for...

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0 Comments

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Category: Project Planning and Tracking (11)

STATUS DETAILS
New
13

Group Projects together into Portfolios

There should be a way to group projects together, similar to PftW with it's Roadmap feature. This could be for reporting or dependency purposes.

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Category: Project Planning and Tracking (11)

STATUS DETAILS
New
9

Open up Resource Assignments for contour changes on Project entity's Resource Assignments tab

At the moment changes to RA contours are locked due to Project for the web. Changes to RA contours are mission critical so that project managers are able to align bookings (Bookable Resource Bookings) and task assignments (Resource Assignments). When RA contour changes are locked, there is nearly...

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1 Comments

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Category: Project Planning and Tracking (11)

STATUS DETAILS
New
6

WBS Structure in Estimates

I would be very helpfull if you could group the estimate in a WBS/tree-structure (similar to the schedule).

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Category: Project Planning and Tracking (11)

STATUS DETAILS
New
5

Need ability to define default columns to show in Project->Tasks tab

When creating new project in the Project->Tasks tab we have to add the standard columns such as Start, Finish, Effort etc. using Add Column option. Will be nice if we can define what columns we need to see in a settings area so that we don't need to repeat the same when creating new project.

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Category: Project Planning and Tracking (11)

STATUS DETAILS
New
4

Change order management process within the PSA portion of the Solution

Change order management that allows for the tracking of change orders with a approval process within PSA

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Category: Project Planning and Tracking (11)

STATUS DETAILS
New
2

Task completion in D365 Project Operarions

It would be useful to add the ability for a user to complete tasks in the project plan. Currently tasks are only complete once time has been fully booked. There are a number of use cases that a user may want to manually complete tasks in a plan, for example, to manage a lower level of planning o...

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Category: Project Planning and Tracking (11)

STATUS DETAILS
New
1

Dynamics 365 projects operations option to embed AI for contracts completion and convey payments

Wish we future feature the option to embed AI from projects and operations for purpose to easy convey task completion, convey payments and easy forecast and compare versus actuals contractors or vendors or terms phrases or confirmation phrases to set or evaluate a project to completion and easy c...

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1 Comments

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Category: Project Planning and Tracking (11)

STATUS DETAILS
New