0

Provide bundling on product level in PSA

Hello everyone, I believe it would be great if you enable bundling in PSA on product level - from my research and of course based on our needs, I've established that this is a request that was set a long time ago. If we can have proper bundling, where you can hide/un-hide the content of the bu...

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Category: Project Service Automation (157)

STATUS DETAILS
New
0

Revise Functionality for Confirmed Contract

Currently there is no Revise functionality for Project Contract in PSA. This is currently very common scenario while implementing software projects that we get lot of CR's (Change Request) from customers and for that we need to modify the project contract.

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Category: Project Service Automation (157)

STATUS DETAILS
New
1

Notification for time entry and work assignment events

PSA users should have the ability to set personal configuration to receive notifications when a - a Time Entry recall is requested - a Time Entry is rejected There are also other scenarios around work request and work assignments that should be configured. But enabling these notifications, havi...

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Category: Project Service Automation (157)

STATUS DETAILS
New
0

Project Service Automation UCI Field Mappings

Since the latest upgrade to PSA V3.XX the buttons on the Unified Client Interface do not follow the field mapping configurations you make in the system. This was confirmed from a Microsoft Technician in the Support Case #119071521002141

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Category: Project Service Automation (157)

STATUS DETAILS
New
0

Book resource in a recurring pattern

We have the need to book some resources on a recurring pattern. In some project there are the need to book one day a week on 6 weeks. But today this is manually done every week. So have the possibility to book like we know the recurring meetings in outlook somehow, would be a great feature.

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Category: Project Service Automation (157)

STATUS DETAILS
New
4

Close a Quote > Show dialog to select Status Reason

Closing a Quote as Lost doesn't come with a dialog to select the Status Reason (Lost, Canceled, Revised or other custom reasons). It comes with default Status "Closed" and Status Reason "Lost" and the record is readonly. Please add dialog to select other Status Reason options.

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Category: Project Service Automation (157)

STATUS DETAILS
New
0

Create multiple bookable resource with one user

Hi, we are not able to associate two or more bookable resources to one user, even if one of them is deactivated. Please provide this solution - sometimes we need to assign only a few hours for some resources working on projects so the whole procedure with licences in Office 365 is time-consumi...

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Category: Project Service Automation (157)

STATUS DETAILS
New
0

Refactor the import of project estimations

Possibility to customize the import of project estimations for multiple project based quote lines.

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Category: Project Service Automation (157)

STATUS DETAILS
New
1

Import project estimations for multiple quotelines

Import quote line details: at the moment this is only possible for 1 project based line. If you have more than 1 project based line, you need to do this 1 by 1. Please make it possible to import it for all project based quote lines in 1 click

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Category: Project Service Automation (157)

STATUS DETAILS
New
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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Category: Project Service Automation (157)

STATUS DETAILS
New