Please allow Undo or Unapprove to Project Service Automation
Currently once a time entry and expense has been approved, the user could not undo the approval, deletion is locked, status is locked.
There are cases where the project manager might make mistake and need to undo the approval. Please allow this scenario.
Time Entry Calendar (Date Format & First Day of Week)
Hi, Time entries calendar - First day of week is Monday in our company and we should be able to see Monday first and Sunday the last, not Sunday first and Saturday the last. This will confuse our users and also the Date format we use is 04/07/2018 (for example, July 4, 2018) so the fact we are n...
Under Advanced Settings | Administration | System Settings
Select Formats | Customize | Date
Adjust the First Day of Week to the value you require.
Please allow time entry that has been approved to be adjusted
Once the time entry being approved, it can't be cancelled and sit in read-only state as actuals.
Sometimes there is a need to adjust the approved timesheets and actuals and this is not possible right now.
Current workaround is to open a support ticket and they will modify or d...
completed and delivered in PSA 3.x update
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Thank you Andre for the feedback, yes, adding capability for project manager to correct approved time entry is in our roadmap. We are closely evaluating lighting up a back office task to edit and save multiple approved actuals.
Translate incorrectly an English sentence into Japanese in [Project Service]
When the language is changed into English, it is not translated into English.
- erroneous display in Navigation bar -
From " Resource Requests " To " リソース要求 "
From " Resource Requirements " To " リソース要件 "
Probably, we think the translation is forgotten in...
This has been completed
Enable additional values for Time Registration Type on Time Registration Page
Given that everything else in CRM is customizable it is very hard to argue with customers that when they add additional values to the Time Registration Type (msdyn_type) these new options aren't available when registering time throught the time registration page. Would be great to see that the...
https://blogs.msdn.microsoft.com/crm/2017/07/14/dynamics-365-for-field-service-and-project-services-automation-update-3/
https://blogs.msdn.microsoft.com/crm/2017/07/14/dynamics-365-for-field-service-and-project-services-automation-update-3/
Thanks Per for the feedback, we already enabled extensibility for time entry type around July/2017, for details, please refer to this blog post
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Ability to Customise Expense Time Entry Dialog
It would be good if we can manage the way the Expense dialog is displayed. For example the ability to hide a field that is not likely to be used.
This has been completed
Allow us to decide when to invoice for a Product related to a Project Contract
Currently if you add Products to a Project Contract, these are picked up on the first Invoice which is created. There is no way to prevent this and no way to delete them off the Invoice so they will be picked up on a subsequent Invoice.
We need the ability to defer invoici...
We are planning to have this capability to remove a product line from a project invoice. We are also thinking of some additional options to decide whether to add a product line or not when creating an invoice.
Need more ways to control how entries end up on an invoice
Approved Time Entries end up on an Invoice every time "Create Invoice" is clicked on Project Contract. If a Project Contract's Contract Line has Invoice Frequencies set, approved Time Entries always flow to an Invoice upon creation despite set Invoice Frequencies. Need more ways to control how...
Hello Antti, Thank you for the suggestion. We are considering more options when creating an invoice manually. This will include selecting date, different types of transaction based on certain field level filters of unbilled actuals.
Chargeability View should be Project Contract Line (Order Line) specific
Different Project can have a different pricing structures. Project B can be Project A's subproject and still be related to the same Project Contract. Please change the Price List and Chargeability view logic so that a Project Contract can have Order Line specific price lists hence allowing us to ...
Please honour the CRM metadata in PSA custom control
Currently, the PSA custom controls are not controllable by the CRM metadata. Some cases:
1. Custom field on Time Entry/Expense form can't be added
2. Can't change the layout of WBS view & custom field can't be added
3. A field is set as business required however the cu...
This has been completed for Time and Expense entries. Please log a idea for WBS seperately as we would like see the count of ideas specifically for WBS.
Administrator
Delivered in PSA 3.x UR6
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Thank you Andre for the feedback, yes, adding capability for project manager to correct approved time entry is in our roadmap. We are closely evaluating lighting up a back office task to edit and save multiple approved actuals.
Thanks
Rupa