Matching the values in the PSA radial graph
The graphic in PSA about the progress of the billing it is based in the total amount (including taxes, discounts, etc) and the estimate cost is not including taxes or discounts, at the end the project will be billing with the estimated cost and the radial graph is not matching with the total amou...
Please allow Users to update multiple OR single Project Contract records to a "Closed" Status
Currenty, Users can only one Project Contract record Contract Status Reason to "Draft", "In Review", and "On Hold". Users can use Bulk Edit to edit multiple records to any of the Contract Status Reasons below. *Notice these are different Status Reasons that the OOB Status Reason for the Order ent...
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...
Add a field on Order Lines to indicate if a Product has been invoiced (PSA)
Currently it is possible to use the Contract Performance grids to check if a Product has been invoiced. This involves a decent amount of work and clicking back and forth if a Project Contract has tens, not to mention 100+ Order Lines for Products. I would like to suggest that a field is added on...
Ability to undo approved record on [Project Approval] record for Project Service
On [Project Approval] record for Project Service, currently, once approved record cannot be undone and deleted. Sometimes users approve a record unintentionally. It would be convenient if users can undo the approval or delete approved record.
Allow input of Gross Amount for Expenses, instead of Net Amount
Out of the box Dynamics 365 PSA only allows for when submitting expenses, to add the Net Amount and the Sales Tax Amount. This is unintuitive, and requires additional calculations from the person entering the expense. It would be much more user friendly and intuitive to have the option to add th...
The PSA does not calculate correctly when the task is being created with the predecessor
The PSA does not calculate correctly when the task is being created with the predecessor. For example: my calendar has 8 hours a day. If I plan this task with 4 hours on 1/1/18 and the next task I plan 4 hours more and use as the predecessor the last task created, the PSA calculates the task for...
Create link between resources booking and planning of project
It would be great if a project planning had a resource reservation link. Here at my company, we need to see which task generated a reservation. This link would make it easier for analysts to input time and search for information for project managers. My idea is that the planning process create t...
Create Unbilled Sales Actuals for Fixed Price Order Lines at Invoicing
Fixed Price lines need Unbilled Sales Actuals when an Invoice is created. These Unbilled Sales Actuals should then be linked to an Invoice (lookup) and the related Invoice Line Detail. As we currently only have Billed Sales Actauls for Fixed Price lines when an invoice is confirmed, our reportin...
Create a link between an Unbilled Sales Actual and its related Invoice and Invoice Line Detail
An Actual doesn't currently have a link to an invoice until the invoice is confirmed and the Actual's Transaction Type becomes Billed Sales. Please create a reference between Unbilled Sales Actuals and an Invoice as well as its Invoice Line Details. We should be able to connect a specific Actual ...