Schedule Board View of All Projects in one view. Projects, Time, and Resources
Our team demonstrated the Project Service solution three times over the past week. During these demonstrations we received a common request. The audience requested a schedule board type view that shows the timeline of all projects in one view. Projects would reside on the Y axis where Resource...
Ability to specify start/end date at Price List Item level
Providing the ability to capture start/end date at the Price List Item level would allow for small price changes to be tracked as a single record rather than requiring a complete copy of the price list and change at the header level. This would improve the efficiency of data stored.
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Weekly timecard for Payroll system interfacing
Add the concept of a Time Card that consists of a week of Time Entries. Only once the full week has been captured allow that week then to be submitted for approval. Once fully approved, the timecard data can be sent automatically through an interface to a Payroll system for salary processing.
Display an Aggregated view of the requirements in Specify Pattern/Bulk edit
Allow for an aggregation of requirement details to be shown on weekly/monthly views on the Specify Pattern control. For example a fully booked week would show as single 40 hours. The ability to bulk edit records using this view or an alternate mechanism would also be desired. For example eithe...
Display remaining task hours on weekly timesheet
Crucial for accurate time capture to be to on the weekly time Entry indicate “Hours Remaining” for the task, similar to what is possible in Microsoft Project Online and Project Client.
Reconciliation Views Extend booking: Provide "Book from Schedule Assistant" in addition to current auto-book functionality
Current functionality: Extend booking auto-books a Bookable Resource and a double booking may occur. Idea: Create an additional button next to the "OK" and "Cancel" buttons which launches the Schedule Assistant. This way we can choose an appropriate time slot for the booking and double bookings ...
Active / inactive state in 24 hour check function of Duration of TimeEntry of PSA
When adding records to TimeEntry, if the total daily time exceeds 24 hours, an error will result in checking Duration. At this time, whether state is active or inactive has nothing to do with the calculation of 24 hours. But I do not want inactive records to be included in the 24 hour calculation...
Project Task prioritizing in PSA
Can we please have the below new feature in PSA? There is one project task among many others for a resource in a day. This task is the most important and needs to be started at the highest priority. The other tasks can be prioritized accordingly. Currently I cannot perform any priority on tasks ...
PSA-Copy task into bookable resource booking when project team is generated
When project team is generated and resources assigned, bookable resource bookings are created. We need to see what task has each resources assigned under the bookable resource bookings. The advantage in this is that this will allow us to have all the information automated which we believe was th...
Can't Activate Quote in PSA
Missing buttons to submit/activate quote. Gets stuck in permanent draft since Spring 2018 update