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