6

Create a link between an Unbilled Sales Actual and its related Invoice and Invoice Line Detail

An Actual doesn't currently have a link to an invoice until the invoice is confirmed and the Actual's Transaction Type becomes Billed Sales. Please create a reference between Unbilled Sales Actuals and an Invoice as well as its Invoice Line Details. We should be able to connect a specific Actual ...

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Category: Project Service Automation (157)

STATUS DETAILS
New
6

Need to book multiple reource in a single go

As per the current limitation we can book single resource. Allowing multiple user in a single go will help.

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1 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for the feedback, we have this planned as part of long term roadmap 

Regards,

Feifei Qiu | MSFT 

6

Need for Unapproving of Timesheets and Expenses by Managers

Need for Unapproving of Timesheets and Expenses by Managers.

This would be a great feature to have where managers can unapprove the timesheets and expenses that they have approved, so that they can send it back to the resources for modifications. 

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1 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Completed
Ideas Administrator
This has been delivered in PSA 3.x update
6

Show soft booking in scheduling board without expanding a resource

Whenever the schedule board loads, the resources that have soft booking are not shown on load, users have to expand each resources to see if there are soft bookings (only hard bookings are shown as highlights).

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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 reviewing this and will update you shortly

6

PSA: Allow to import working hours records

It would be a good enhancement to allow importing of actual working hours records. This would allow external Systems to provide data and allow reporting within PSA existing functionality.

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1 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Needs Votes
Ideas Administrator

We have plans to improve calendar infrastructure in the platform. This will unblock us from providing support for many features relating to calendar and that includes allowing bulk import of work hours. Thank you for the suggestion. We will keep you updated.

5

Project approval workflow

 Some projects and especially investment projects must often be approved before the work can start. I suggest that a workflow is established for approval of projects. Approval status should be kept on the projects, and posting should only be allowed if the approval is required and has bee...

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1 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Completed
Ideas Administrator

Hi Allan, You can enable workflow on any entity in the XRM framework. This is easily customizable and configurable. Do let us know if there is any out of the box capability that is not meeting the requirement for you.

5

From WBS, allow to edit a task

Actually it's impossible from the Project WBS to edit the task form. In the first version before Microsoft include PSA in the tarification, it was possible . If I want to manage more information in a task , it's impossible to open it from wbs. I need to go in task view but you have different t...

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2 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Completed
Ideas Administrator

Hello Sandrine, In this 3.x release, this experience has been updated. Thank you for the suggestion.

5

Ability to modify Availability View - Resource Details Screen

Please consider adding the capability to modify the availability view, specifically the resource detail window. The window I am referencing to can be located by going through the project - project team members - 'hard book' - availability view. In the availability view if you hover your c...

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Category: Project Service Automation (157)

STATUS DETAILS
New
5

Need a Provision for Resources to Submit Time Off Requests and route it through an approval process like Field Service

Need a Provision for Resources to Submit Time Off Requests and route it through an approval process like Field Service.

Field Service has a Time Off Requests feature where users can submit their time offs and approved by a manager. It would be great to have this as a common feature in ...

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0 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Completed
Ideas Administrator
Vacation and Absence time entries can be created in PSA and the approval will be routed thorugh the line manager that is configured for that user
5

Allow deleting and deactivating of PSA project (PSA : Project Services Automation)

Hello , 

 

it could be very nice to enable the deleting and deactivating of PSA project.

We create test project in order to test PSA and are unnable to delete them or deactivate them because of the existing actuals logs.

 

Thank you, 

...

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2 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Completed
Ideas Administrator

Hello Rachida, We do allow deactivating or closing a project that has actuals logged. Have you tried that?