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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Category: Project Service Automation (164)

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 (164)

STATUS DETAILS
Completed
Ideas Administrator

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

5

Time, Expense, Approval  - Enable start/end time for time entry

Time Entry requires a Start and End time for our customers. Mostly they do their time reporting with exact hours. Also if they made a break between the work, this needs to be reflected as work break

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Category: Project Service Automation (164)

STATUS DETAILS
Completed
Ideas Administrator
With the updated 2020 Wave 1 release of Project Service Automation we have included in the schema start and end time constructs (with duration calculated).

This means partners will be able to add the start and end time of time entries and have the duration reflected automatically.

We will not however update the time entry control, as the majority of our users enter time in hours per day.


 
5

Resource Management  - Improve Resource Request flow

When rejecting a resource proposal from a central booking manager it would be nice to be able to provide a "Rejection Reason" which would be relayed back to the resource manager to tell them why you rejected the resource and what they could do to provide a more appropriate one.

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1 Comments

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Category: Project Service Automation (164)

STATUS DETAILS
Needs Votes
5

Project Estimation - Microsoft Project Client Integration

Project Estimation - Microsoft Project Client Integration

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2 Comments

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Category: Project Service Automation (164)

STATUS DETAILS
Completed
Ideas Administrator

This has been implemented.

4

Close a Quote > Show dialog to select Status Reason

Closing a Quote as Lost doesn't come with a dialog to select the Status Reason (Lost, Canceled, Revised or other custom reasons). It comes with default Status "Closed" and Status Reason "Lost" and the record is readonly. Please add dialog to select other Status Reason options.

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Category: Project Service Automation (164)

STATUS DETAILS
New
4

Display remaining task hours on weekly timesheet

Crucial for accurate time capture to be to on the weekly time Entry indicate “Hours Remaining” for the task, similar to what is possible in Microsoft Project Online and Project Client.

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1 Comments

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Category: Project Service Automation (164)

STATUS DETAILS
New
4

Project Task prioritizing in PSA

Can we please have the below new feature in PSA? There is one project task among many others for a resource in a day. This task is the most important and needs to be started at the highest priority. The other tasks can be prioritized accordingly. Currently I cannot perform any priority on tasks ...

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Category: Project Service Automation (164)

STATUS DETAILS
New
4

combine project templates

I would like to suggest the possibility to combine different project templates. We are using specifi templates for different products, but are unable to combine these templates when customers buy more than 1 product. Separate projects per product would increase the amound of administration and ...

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Category: Project Service Automation (164)

STATUS DETAILS
New
4

Allow Delegation for Account & Contact Bookable Resource Types

We are unable to create Delegations for Bookable Resources for our Contractors with a Resource Type of "Account" or "Contact". Since we manually enter time (via Advanced Find right now) for our contractors this is a major gap!

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0 Comments

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Category: Project Service Automation (164)

STATUS DETAILS
New