3

PSA: Please allow custom entities to be displayed in related list of Project Template

Currently, project template is only displaying the OOTB navigation for Project Template. There is a javascript that is hiding other navigation and form tabs. 

For us to customize Project Template is quite annoying and we would prefer not to touch any of the PSA OOTB javascripts.

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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

3

Ability to customize filters in PSA

Hopefully soon, we can customize the filters used in PSA -> Resources -> Resource Availability and in other views. Right now, there is only a set of categories that can be filtered and worst is that inactive resources are also being shown. At least hide inactive resources by default or a...

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1 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
Completed
Ideas Administrator

We have added a bunch of customizability and extensibility for Schedule Board as part of the July 2017 update. Please refer to the blog post here:

https://blogs.msdn.microsoft.com/crm/2017/10/16/blog-post-july-2017-update-for-field-service-and-project-service-automation-universal-resource-scheduling-part-1/

 

3

Resource Management  - Booking Enhancements

Show budget in maintain bookings screen. Direct in grid edit in the "hard Book" screen, without having to go to the maintain bookings screen. And show budget in the Hard Book screen.

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0 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
Under Review
3

Time, Expense, Approval  - Approval UX & Functions

There is a need to validate the time entries before they are created against the budget and overbookability check of the tasks or projects.

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0 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
Under Review
3

Actuals, Invoicing, Journals - Add Tax Functionality

Tax Lines are required for the invoice prior to adding functionality to send to the client

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0 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
Needs Votes
3

Overall - OOB Portals and VoC

Would love to see client portals integrated

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0 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
Under Review
3

Deal Management - Change Orders

Change contract value of an existing line that is supported by new WBS node / update to an existing node / an entirely new project
Add new lines to a confirmed contract that are backed by the same project as the original contract or an entirely new project

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0 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
Under Review
3

Resource Management - Supporting fluid and solid bookings( firm bookings versus the one that can change).

Resource Management - Supporting fluid and solid bookings( firm bookings versus the one that can change).

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0 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
Needs Votes
2

Please reinstate Maintain Bookings from PSA 1.2.X in all subsequent versions

In PSA 1.2.X, Maintain Bookings Button on Project Team Members Sub-grid in Project provided a simplified view that showed all the resources for the given project, total hours booked and hours booked to given project. With the upgrade, Maintain Bookings takes the user to Schedule Board. While it...

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1 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
New
2

Ability to specify start/end date at Price List Item level

Providing the ability to capture start/end date at the Price List Item level would allow for small price changes to be tracked as a single record rather than requiring a complete copy of the price list and change at the header level. This would improve the efficiency of data stored.

&nb...

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2 Comments

Read more... 2 Comments

Category: Project Service Automation (165)

STATUS DETAILS
New