4

Project Service - WBS Organization Unit Visibility

It would be very helpful if we could see the organizational unit in the WBS in the current version.  It was there in the previous version of PSA, but when we moved to the many to one relationship, we lost the column in the WBS.  

You are able to see that a task has multip...

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1 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Under Review
Ideas Administrator

Hello Grant, thank you very much for the suggestion. We are investing heavily in the WBS and the Project Team Member areas in the next few upcoming releases. since this information on Org Unit is used in booking a resource to the project, this information is going on the description of the Generic Resource. So in the next release or two, you will be able to see it for each Team Member. 

4

PSA WBS Copy Task Link Items

Deploy some of the Project Online UI capabilities like copy and paste into PSA to make the WBS experience richer and closer to what people are used to with Project or Project online.

 

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0 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
New
4

Should Have an option to add a Single project to Multiple Project Lines

In PSA Module you can't add a Single project to multiple Project lines due to which the Total value for all project line wont roll up to a Single project.

 

In PSA Study material videos provided by Microsoft it shows that we can Add a Single project to multiple project lines...

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2 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Completed
Ideas Administrator

Hello Rajesh, You should already be able to add a single project to multiple contract lines. The combination of Project and the transaction class has to be unique. So for one project, you can put time on one contract line with say, Time and Material billing method and Expenses on the same project could go against a differnet contract line with a FP billing method. Please try ti out and let us know how it works for your scenarios. Also we are actively looking to enhance this further with allowing a billing method per activity in the WBS. See the post and the follow - up discussion on the Dynamics Insider Pages for Project service  

4

Project Service Automation Billing Frequencies

Enhance billing frequencies to accommodate quarterly, semi-annual, and annual billing frequencies.

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1 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for this suggestion. This is in our roadmap and will prioritize this as more people ask for this feature. 

4

Deal Management - Associate costs on users and roles

Cost should be associated to users not roles 

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1 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Completed
Ideas Administrator

Version 3.x of Project Service allows you to configure how to price and cost for resources. Detailed documentation for this feature is available at 

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/project-service/how-to-guides/pricing-dimensions-setup

 

4

Time, Expense, Approval  - Time Entry UX

It is important to have a chance to see a WBS in the time entry client. Because if there are projects and tasks with the same name, it is not possible to identify which one I should be booking
Allow admin to manage copy time entry function based on role
Provide a select all or submit all...

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0 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Under Review
4

Time, Expense, Approval - Approval Enforcement / Financial Periods

Booking and financial periods to restrict time entry and creation of financial or journal entries.

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0 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Under Review
4

Project Estimation - Project status reporting

Project Estimation - Project status reporting

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0 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Under Review
4

Project Estimation - Enabling editing on time-phased estimates

Project Estimation - Enabling editing on time-phased estimates

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0 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Completed
Ideas Administrator

It is possble to edit effort estimate on project tasks in the time - phased views.

4

Time Entry, Expense, Approval - sharepoint integration to store receipts

Time Entry, Expense, Approval - sharepoint integration to store receipts

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0 Comments

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Category: Project Service Automation (157)

STATUS DETAILS
Under Review