2

Time, Expense, Approval - Approval Enforcement / Financial Periods

Status on Project tasks to restrict entries for time or expenses - if not active, then entries can't be entered. Project task could also be put on activated or put on hold by the PM.

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Category: Project Service Automation (167)

STATUS DETAILS
Under Review
2

Project Estimation - Enhance Estimate to Actual BI

Need budget register similar to actuals for reporting purposes. Same basic data structure so can easily do budget to actual reporting via PowerBI, etc.
Need to be able to see project tracking time-phased. Budget and actuals are already time phased, need to enter ETC time-phased too and ...

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0 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
Needs Votes
2

Deal Management - SOW documents in Word format

Using the Word Templates and data from Project Service

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0 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
Under Review
2

Resource Management - Adjusting resourcing forecasts based on actuals.

Resource Management - Adjusting resourcing forecasts based on actuals.

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0 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
Under Review
2

Actuals, Invoicing, Journals - Credit Notes

Actuals, Invoicing, Journals - Credit Notes

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2 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
Completed
Ideas Administrator

This feature has been released in the Feb Update 2017

2

Actuals, Invoicing, Journals - Printed/Emailed/Portal Invoice

As Word backed by a Word Template that is customer specific or Org Unit specific or a global default
Grouping transaction differently on a printed invoice
Define email templates
Attach invoice in printable format as a pdf attachment to the email

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0 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
Under Review
2

Actuals, Invoicing, Journals - Prepayments

Recording and drawdowns

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1 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
Needs Votes
2

Resource Management - Extensibility and Configurability

Give the implementing partners a supported path for adding additional attributes to the search area as well as the resource card. It is inevitable that a customer will ask to include an additional field or two.

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0 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
Completed
Ideas Administrator
Resource management is now via schedule board that is completely configurable for filter attributes and search
1

Timesheet submission control in Project Master with a slider /toggle

There should be a toggle available in Projects Master where switching it ON allows Timesheet to be submitted in that Project. This will give control to the Project Manager / Admin to manage whether entry of timesheet be allowed or not in that Project. Currently, there is issue that even in "Finis...

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0 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
New
1

Assigning different default Project Views when entering Time Entries

When I look for Projects that I am not on, I would like to see All Projects by default instead of clicking different views without reaching out to the Project Manager on the Project to add me. I would like to be able to assign different default views to different Users.

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0 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
New