71

Please allow Undo or Unapprove to Project Service Automation

Currently once a time entry and expense has been approved, the user could not undo the approval, deletion is locked, status is locked.

There are cases where the project manager might make mistake and need to undo the approval. Please allow this scenario.

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14 Comments

Read more... 14 Comments

Category: Project Service Automation (150)

STATUS DETAILS
Planned
Ideas Administrator

Thank you Andre for the feedback, yes, adding capability for project manager to correct approved time entry is in our roadmap. We are closely evaluating lighting up a back office task to edit and save multiple approved actuals.

 Thanks

Rupa

 

56

Please allow time entry that has been approved to be adjusted

Once the time entry being approved, it can't be cancelled and sit in read-only state as actuals.

Sometimes there is a need to adjust the approved timesheets and actuals and this is not possible right now.

Current workaround is to open a support ticket and they will modify or d...

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3 Comments

Read more... 3 Comments

Category: Project Service Automation (150)

STATUS DETAILS
Planned
Ideas Administrator

Thank you Andre for the feedback, yes, adding capability for project manager to correct approved time entry is in our roadmap. We are closely evaluating lighting up a back office task to edit and save multiple approved actuals.

53

Time Entry Calendar (Date Format & First Day of Week)

Hi, Time entries calendar - First day of week is Monday in our company and we should be able to see Monday first and Sunday the last, not Sunday first and Saturday the last. This will confuse our users and also the Date format we use is 04/07/2018 (for example, July 4, 2018) so the fact we are n...

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1 Comments

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Category: Project Service Automation (150)

STATUS DETAILS
Under Review
36

Enable Business Closures per country

Allow us to set Business Closures based on countries so that an individual country can have a country specific Business Closure. Then allow to set a user to a defined country so that work hours use a correct business closure. The need for country specific operations and settings has become even ...

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0 Comments

Read more... 0 Comments

Category: Project Service Automation (150)

STATUS DETAILS
Planned
Ideas Administrator

We are looking to enable this in the short term

26

Project Service Automation (PSA) - Task efforts in minutes and duration in hours

I would like to see how to define tasks efforts as minutes, as we have sometimes tasks of 30 minutes or 3.5 hours for example. Also, duration can be divisions of a day for small tasks. For example, 4 tasks of 1h each end up to be 4 days in duration.

When trying to change those values fo...

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3 Comments

Read more... 3 Comments

Category: Project Service Automation (150)

STATUS DETAILS
Planned
Ideas Administrator

We are looking bring the capabilities of MS Project and PSA closer together. As part of that effort, we are definitely looking to add this capability to PSA Scheduling

25

Complete Project Task without timesheets

In a project, we should have the option to mark the task to be completed as some cases organisation does not want to track the timesheet due to the nature of their business model.

This is a typical MS project example. 

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1 Comments

Read more... 1 Comments

Category: Project Service Automation (150)

STATUS DETAILS
Planned
Ideas Administrator

Hello We are looking to align the capabilties of MS Project Scheduling and PSA scheduling and bring PSA more closer to MS Project so that the 2 project management tools can work more seamlessly together. As part of this effort we will add the ability to finish tasks without time entries.

23

Allow modify vacance/absence time entries approved

People needs to recover time entries approved because it´s common that they change their days of vacations, and now it is not possible. All customers think it is imperative for the right use of the app.

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0 Comments

Read more... 0 Comments

Category: Project Service Automation (150)

STATUS DETAILS
New
23

Translate incorrectly an English sentence into Japanese in [Project Service]

When the language is changed into English, it is not translated into English.


- erroneous display in Navigation bar -

From " Resource Requests " To " リソース要求 "

From " Resource Requirements " To " リソース要件 "


Probably, we think the translation is forgotten in...

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1 Comments

Read more... 1 Comments

Category: Project Service Automation (150)

STATUS DETAILS
Completed
Ideas Administrator

This has been completed

22

Enable additional values for Time Registration Type on Time Registration Page

Given that everything else in CRM is customizable it is very hard to argue with customers that when they add additional values to the Time Registration Type (msdyn_type) these new options aren't available when registering time throught the time registration page. Would be great to see that the...

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1 Comments

Read more... 1 Comments

Category: Project Service Automation (150)

STATUS DETAILS
Completed
Ideas Administrator

https://blogs.msdn.microsoft.com/crm/2017/07/14/dynamics-365-for-field-service-and-project-services-automation-update-3/

https://blogs.msdn.microsoft.com/crm/2017/07/14/dynamics-365-for-field-service-and-project-services-automation-update-3/

Thanks Per for the feedback, we already enabled extensibility for time entry type around July/2017, for details, please refer to this blog post 

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21

Allow us to move from Opportunity to Project Contract without using Quote on an Opportunity Business Process Flow

Quotes are many times built in systems separate from Dynamics 365. If a Quote is not needed in a company's Opportunity to Project Contract process, we should be given the option to skip Quote. Data from relevant fields should nevertheless flow from an Opportunity to a Project Contract so that the...

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1 Comments

Read more... 1 Comments

Category: Project Service Automation (150)

STATUS DETAILS
New