1

Provision to capture Business Closures by Organizational Unit

It will be a good capability to define business closures by Organizational Unit.

This will be crucial since different Org Units will have a different set of business closures defined and currently PSA follows a single business closure set up at the Organization level.

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0 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
New
1

Billing Cloud Service Provider Monthly Subscriptions as product line

 Should be able to use User count (Quantity) and Months - with Unit & Unit Group (user/month) to create accurate monthly billing through batch jobs.

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1 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. We need some more details to understand your suggestion better. Can you please help us by answering the following questions?

 

Are you looking to invoice products on a project contract in periodic intervals with a set quantity each period?

 

Sincerely,

Rupa Mantravadi

PM, Microsoft

1

Deal Management - Enable multiple won quotes per opportunity

When one Quote is "Won" all the other quotes are automatically closed in Project Service today. That is not going to work in many cases. Should be possible to manage multiple quotes in one Opportunity.

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0 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
Needs Votes
1

Actuals, Invoicing, Journals - Invoice based on % complete

For fixed price projects, need to trigger invoices on completion of milestones, e.g., when Design summary task is completed can bill X% of project price.

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0 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
Under Review
1

Actuals, Invoicing, Journals - WBS UX Enhancement

Please default WBS tasks to be siblings, not children. For WBS Tasks, add arrows in the top right to flip through the records like the CRM records.

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Category: Project Service Automation (167)

STATUS DETAILS
Completed
Ideas Administrator
The feature was delivered in 2.x UR 7
1

Deal Management - Navigation Improvements

It might just be me, but navigation is pretty challenging. I am often losing my place with a key record as I navigate to subgrids and areas. I then have to click 'back' in some cases, find the record in other cases, but I can see the user just be 'stuck' since there isn't a concept of save & c...

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0 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
Needs Votes
1

Time, Expense, Approval  - Time Entry UX

Create setting which restricts users to only write time to the tasks to which they are assigned.

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0 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
Under Review
1

Time, Expense, Approval  - Approval UX & Functions

Create an extra approval flow for time entries and expenses. So each time entry needs two approvals (projectmanager / line manager)

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0 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
Needs Votes
1

Time, Expense, Approval  - Approval UX & Functions

There is a need for Bulk Booking – meaning that to reallocate multiple time entries to different project tasks in an easy way. May be drag drop

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0 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
Completed
Ideas Administrator
PSA bulk adjutments feature was delivered in UR6 
1

Time, Expense, Approval  - Approval UX & Functions

The approval requires to open each entry to change or add information. There should be a inline edit possibility to do this fast without open every record.

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0 Comments

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Category: Project Service Automation (167)

STATUS DETAILS
Completed
Ideas Administrator
Feature delivered with Editable grid in PSA 3.x