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New Team Member auto creates booking with full allocation method causing issues

New Team Member auto creates booking with full allocation method causing issues -


when a resource manager creates a new project team member record manually and add efforts then it auto book the resource using full allocation method and not considering effort hours at all

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Category: Project Resource Management (543)

STATUS DETAILS
New
0

Show Leave of absence, PTO named by Time entry type on the schedule board and the resource work hour calendar

Show Leave of absence, PTO named by Time entry type on the schedule board and the resource work hour calendar:


Currently everything says Time off only and is very confusing

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Category: Project Resource Management (543)

STATUS DETAILS
New
0

Project Ops: see how any individual's hours are allocated across 1+ projects for a given week in Schedule Board

  • . If you expand any individual’s staffing on the schedule board, you cannot see the weekly hours detail for that booking


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Category: Project Resource Management (543)

STATUS DETAILS
New
0

Use Copilot to Allocate hours by Contract line to assigned resources

Utilize Copilot to allocate project hours based on the contract lines and resources associated to the contract lines/tasks. Currently entering and managing hours in separate spreadsheets and then entering them line by line in DPO is not a good use of time. Copilot should be able to allocate ...

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Category: Project Resource Management (543)

STATUS DETAILS
New
1

Schedule Board - Booking Rules to be applied in all views

At the moment, booking rules can only be applied to the Hourly view on the Schedule Boards.

We would like to have it working for all views (Hourly, Daily, Weekly and Monthly), so that the users can get the correct insight/message/error despite the view they are using.


Wi...

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Category: Project Resource Management (543)

STATUS DETAILS
New
0

Allow sorting of Custom Field values on Schedule Board

It is a common requirement that every business may have its own business field level information over and above the standard Resource fields to allow searching for the appropriate resource for a particular requirement.

However, these custom field values in form of lookup to another custo...

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Category: Project Resource Management (543)

STATUS DETAILS
New
47

Improve Schedule Board Handling of PTO / Time Off

Typically, resources are booked on projects well in advance, and they also request PTO / annual leave (AL) ahead of time.

Sometimes, a resource is already scheduled on a project for the same date they want to take AL.

On the Schedule Board

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Category: Project Resource Management (543)

STATUS DETAILS
New
2

Ability to Turn On and Off the Total Hours Booked Over the Booking on the Schedule Board

Would like the ability to turn on and turn off the Total Hours Booked Indicator that is the "Parent" or "Container" of the actual booking(s) on the schedule board. This would provide some additional real estate on the schedule board. Understanding this is integral to Schedule Board functionali...

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Category: Project Resource Management (543)

STATUS DETAILS
New
15

Keep the assigned Resource on Project Task to be sync with the Booked Resource on the Booking

Current Behavior:

When creating a Project Task assigned to a Generic Resource, a Project Team Member is automatically generated. I then generate and submit a Resource Requirement for that Project Team Member. Usin...

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Category: Project Resource Management (543)

STATUS DETAILS
New
18

Schedule Board

In resource management on the Schedule Board, the booking method "Front Load Hours" is always automatically pre-selected during booking. This leads to incorrect calculations in our booking logic. "Evenly Distribute Hours" should be pre-selected or only available as the sole booking method for ...

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Category: Project Resource Management (543)

STATUS DETAILS
New