15

Time Sheet for Cases

The time entry should also be possible associate time and expense to cases.

So that the time entry is all made at the same place.

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1 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion. We are actively looking at having a Time entry solution that can work with Cases and any other schedulable entity in XRM. This is in our roadmap.

15

Project Estimation  - Support Project Hierarchies

Single WBS is not enough, should be possible to have a Gantt for Multi project and Multi project management.

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0 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
Under Review
14

resolve scheduling/booking issues by rescheduling tasks

Not all tasks are equal and most are dependant on previous and future task, so choosing 1 resource for it would in most cases be the logical choice. So why disconnect the WBS from the resource requirement, making the booking of such resource this complex. The specify pattern option is (depending ...

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0 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
New
14

Work Hour Templates should honor changes in a Template Resource's Work Hours

When a Template Resource's Work Hours are changes, a Work Hour Template should honor those changes. Also changing a Template Resource should update the Work Hour Template.

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2 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
New
14

Chargeability View should be Project Contract Line (Order Line) specific

Different Project can have a different pricing structures. Project B can be Project A's subproject and still be related to the same Project Contract. Please change the Price List and Chargeability view logic so that a Project Contract can have Order Line specific price lists hence allowing us to ...

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0 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
Completed
Ideas Administrator
Delivered as part of 3.1. Chargeability view was refactored to show at the contract line level. Price lists are seperated from the chargeablity view and shown at the line level. 
14

Take changes to Product pricing into account when Refresh Invoice Line Transactions button used

If additional time/expenses are submitted after an Invoice has been created, it's possible to press the "Refresh Invoice Lines Transactions" button and it update the Project-based lines. The same doesn't happen with Product-based lines.

 

When an Invoice has been created tha...

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1 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
Under Review
Ideas Administrator

Hi Matt, This is a very valuable suggestion. We will look to incorporating it in the next release

 

 

13

Export a Record as an Excel File from [Project Tasks] in [Schedule] Tab

Since [Export Project Tasks] button is not existing on [Project Tasks] in [Schedule] tab, we cannot export a record. We need a function like [Export Project Tasks] button to export a record as an Excel file.

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0 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
New
13

Account Manager msdyn_accountmanagerid should be a lookup to both a User and a Team

Please change this to a multi-entity lookup so that either a User or a Team can be selected to Account Manager msdyn_accountmanagerid.

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0 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
New
12

Time Entry, Expense, Approval - Exchange integration

Pull exchange events into time entry as suggested entries
Push Project Bookings and Tasks into exchange calendar

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3 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
Completed
Ideas Administrator

This has been completed

11

Reconciliation Views Extend booking: Provide "Book from Schedule Assistant" in addition to current auto-book functionality

Current functionality: Extend booking auto-books a Bookable Resource and a double booking may occur. Idea: Create an additional button next to the "OK" and "Cancel" buttons which launches the Schedule Assistant. This way we can choose an appropriate time slot for the booking and double bookings ...

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4 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
New