1

Add multiple sub-grids to tabs for Project Service

Would like to have the ability to add multiple sub-grids under the additional tabs for the Project Entity. Currently, if you add another sub-grid under the Estimate tab the flyout button will not operate correctly.

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Category: Project Service Automation (167)

STATUS DETAILS
New
1

Sub projects

We need to have PSA have the ability to use sub projects - many clients need to track budget, WBS, actual expenses & revenue at the sub project level.

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Category: Project Service Automation (167)

STATUS DETAILS
New
1

Notification for time entry and work assignment events

PSA users should have the ability to set personal configuration to receive notifications when a - a Time Entry recall is requested - a Time Entry is rejected There are also other scenarios around work request and work assignments that should be configured. But enabling these notifications, havi...

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Category: Project Service Automation (167)

STATUS DETAILS
New
1

Create multiple bookable resource with one user

Hi, we are not able to associate two or more bookable resources to one user, even if one of them is deactivated. Please provide this solution - sometimes we need to assign only a few hours for some resources working on projects so the whole procedure with licences in Office 365 is time-consumi...

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Category: Project Service Automation (167)

STATUS DETAILS
New
1

Import project estimations for multiple quotelines

Import quote line details: at the moment this is only possible for 1 project based line. If you have more than 1 project based line, you need to do this 1 by 1. Please make it possible to import it for all project based quote lines in 1 click

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Category: Project Service Automation (167)

STATUS DETAILS
New
1

Schedule Board View of All Projects in one view. Projects, Time, and Resources

Our team demonstrated the Project Service solution three times over the past week. During these demonstrations we received a common request. The audience requested a schedule board type view that shows the timeline of all projects in one view. Projects would reside on the Y axis where Resource...

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Category: Project Service Automation (167)

STATUS DETAILS
New
1

Weekly timecard for Payroll system interfacing

Add the concept of a Time Card that consists of a week of Time Entries. Only once the full week has been captured allow that week then to be submitted for approval. Once fully approved, the timecard data can be sent automatically through an interface to a Payroll system for salary processing.

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Category: Project Service Automation (167)

STATUS DETAILS
Completed
Ideas Administrator
This has been completed
1

Display an Aggregated view of the requirements in Specify Pattern/Bulk edit

Allow for an aggregation of requirement details to be shown on weekly/monthly views on the Specify Pattern control. For example a fully booked week would show as single 40 hours. The ability to bulk edit records using this view or an alternate mechanism would also be desired. For example eithe...

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Category: Project Service Automation (167)

STATUS DETAILS
New
1

PSA-Copy task into bookable resource booking when project team is generated

When project team is generated and resources assigned, bookable resource bookings are created. We need to see what task has each resources assigned under the bookable resource bookings. The advantage in this is that this will allow us to have all the information automated which we believe was th...

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Category: Project Service Automation (167)

STATUS DETAILS
New
1

Time entries : During creation of new time entry, show only Projects that have specific value of 'Overall Project Status'

Hello, 

 

In the Time entry form, we configure that only a custom view is used to choose a Project in the lookup field 'Project'. This view displays the Project that have specific custom entry of the out of the box field nammed 'Overall Project Status'.

&...

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Category: Project Service Automation (167)

STATUS DETAILS
New