4

Adding Resources to Multiple Groups with Overlapping Date Ranges

When we create a resource of type Group, it does not let the same resource (contact/user or equipment) to be added to multiple groups with overlapping date ranges. This looks like a design flaw. We can have resources be part of two different resource groups and that also within the same time fram...

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Category: Project Service Automation (165)

STATUS DETAILS
New
4

Timesheet Templates and Copy Options

Enable timesheet default view to be on the "grid" view, and allow a copy option to move projects and tasks from prior week or a template but with no hours. In this way, user can copy across last week, just fill in the numbers and submit.

Even better if the individual cells wer...

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1 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

 

Sincerely,

Rupa Mantravadi 

PM, Microsoft

4

Expense category is listed from drop down of Project WBS

Dear Ideas Team,

I created new project and found project group does not synchronize with project WBS master and below are the repro steps that were used

Step1: Select legal entity USSI for simulation

Step2: Select project category ‘CAR RENTAL’ an...

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Category: Project Service Automation (165)

STATUS DETAILS
New
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 (165)

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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Category: Project Service Automation (165)

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 (165)

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 (165)

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 (165)

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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Category: Project Service Automation (165)

STATUS DETAILS
Completed
Ideas Administrator
This is three seperate asks:
1.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

When linking the task to the time entry the user is able to open the record to determine which record is being referenced.
We will look to improve this experience in the future once we complete the update work for WBS

2.Allow admin to manage copy time entry function based on role
Copy is simply the extension of entering the time entries and thus applying a secuirty construct around it would not block any entries from being created.

3. Provide a select all or submit all button on time entry submission
We have improved the error reporting for bulk submission, the user is able to select all through the header of the tickbox. After which the user is able to bulk submit.
 
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 (165)

STATUS DETAILS
Under Review