71

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.

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14 Comments

Read more... 14 Comments

Category: Project Service Automation (165)

STATUS DETAILS
Completed
Ideas Administrator

Delivered in PSA 3.x UR6
________________________
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

60

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...

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1 Comments

Read more... 1 Comments

Category: Project Service Automation (165)

STATUS DETAILS
Completed
Ideas Administrator
Project Service Automation adjusts the Time Entry Control days to the organizational setting of the first day of the week.

Under  Advanced Settings | Administration | System Settings

Select Formats | Customize | Date

Adjust the First Day of Week to the value you require.

 
56

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...

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3 Comments

Read more... 3 Comments

Category: Project Service Automation (165)

STATUS DETAILS
Completed
Ideas Administrator

completed and delivered in PSA 3.x update
______________________
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.

23

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...

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1 Comments

Read more... 1 Comments

Category: Project Service Automation (165)

STATUS DETAILS
Completed
Ideas Administrator

This has been completed

22

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...

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1 Comments

Read more... 1 Comments

Category: Project Service Automation (165)

STATUS DETAILS
Completed
Ideas Administrator

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 

%MCEPASTEBIN% 

19

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.

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4 Comments

Read more... 4 Comments

Category: Project Service Automation (165)

STATUS DETAILS
Completed
Ideas Administrator

This has been completed 

 

17

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...

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2 Comments

Read more... 2 Comments

Category: Project Service Automation (165)

STATUS DETAILS
Completed
Ideas Administrator

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.

15

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...

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1 Comments

Read more... 1 Comments

Category: Project Service Automation (165)

STATUS DETAILS
Completed
Ideas Administrator

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. 

14

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 ...

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0 Comments

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Category: Project Service Automation (165)

STATUS DETAILS
Completed
Ideas Administrator
Delivered as part of 3.1. Chargeability view was refactored to show at the contract line level. Price lists are seperated from the chargeablity view and shown at the line level. 
10

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...

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2 Comments

Read more... 2 Comments

Category: Project Service Automation (165)

STATUS DETAILS
Completed
Ideas Administrator

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.