10

Do not allow the creation of new entries on disabled task

Hi, 

to stop the creation of new time entries on disabled task, could-you stop displaying disabled tasks on the time entries creation form (and update form).

Thank you, 

Kind regards,

Rachida Ursu

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2 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion. We are looking at adding this ability in the short - mid term. I am assuming that by disabled tasks you mean deactivated or completed tasks. Is this correct?

10

Schedule Board to have a provision to distinguish Weekly Time Off and Personal Time Off Requests

Schedule Board to have a provision to distinguish Weekly Time Off and Personal Time Off Requests

We have been receiving lots of requests for viewing time off's distinguished on the schedule board, and not shown like a weekly time off based on their work schedule, probably with a differe...

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1 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Needs Votes
Ideas Administrator

We are considering calendar infrastructure enhancements that will be a precursor to this and will help with a number of scenarios around time offs. We will update you with the progress once we have a release assigned to this. We recognize this and this is in our roadmap.

10

Please honour the CRM metadata in PSA custom control

Currently, the PSA custom controls are not controllable by the CRM metadata. Some cases:

1. Custom field on Time Entry/Expense form can't be added

2. Can't change the layout of WBS view & custom field can't be added

3. A field is set as business required however the cu...

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2 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Completed
Ideas Administrator

This has been completed for Time and Expense entries. Please log a idea for WBS seperately as we would like see the count of ideas specifically for WBS.  

10

Deal Management - Support quote activation, revision

Project Service needs to be compatible to the default CRM sales Process, such as Quoting process, activation and revising of Quotes.

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1 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Needs Votes
9

Time, Expense, Approval  - T&E On-behalf of

There is a need to be able to create time entries on behalf of other employees.

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0 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Under Review
8

Enable partial payments at invoicing

An invoice may sometimes only be paid partially. We should have an option to mark an Invoice as partially paid so that Actuals are created for the partial payment. This should be possible for both T&M and FP based Project Contracts (Lines Order Lines).

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0 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
New
7

Microsoft Planer integrated in Dynamics 365 PSA

 Hello, 
a integration of informational Task work of Microsoft Planer / Office Groups to Microsoft Dynamics Project Service Automation (or Field Service) could be a great benefit to. Cheers Frank

P.S.: Using CDM between, also not bad (actually do not find right Develo...

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1 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hello Frank,

We are looking to align the capabilities for the various project management tools at Microsoft to bring closer and make them work more seamlessly with each other.  So this idea aligns well with that effort. We will keep you posted when we have a release fixed on this.

7

Allow to configure at task level who can register time on task

Allow an option at task or project level that indicates who can register time on the project and/or task : only assigned members or everybody.

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1 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hello Tim, We are investing in moving Time and Expense entries to a more native and customizable experience. This should allow you to make that setup possible. In the future we will also think of an OOB configuration experience to enable this. Thank you for the suggestion.

6

Active / inactive state in 24 hour check function of Duration of TimeEntry of PSA

When adding records to TimeEntry, if the total daily time exceeds 24 hours, an error will result in checking Duration. At this time, whether state is active or inactive has nothing to do with the calculation of 24 hours. But I do not want inactive records to be included in the 24 hour calculation...

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0 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
New
6

Create Unbilled Sales Actuals for Fixed Price Order Lines at Invoicing

Fixed Price lines need Unbilled Sales Actuals when an Invoice is created. These Unbilled Sales Actuals should then be linked to an Invoice (lookup) and the related Invoice Line Detail. As we currently only have Billed Sales Actauls for Fixed Price lines when an invoice is confirmed, our reportin...

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0 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
New