From WBS, allow to edit a task
Actually it's impossible from the Project WBS to edit the task form. In the first version before Microsoft include PSA in the tarification, it was possible . If I want to manage more information in a task , it's impossible to open it from wbs. I need to go in task view but you have different t...
Do not allow the creation of new entries on disabled task
Hi,
to stop the creation of new time entries on disabled task, could-you stop displaying disabled tasks on the time entries creation form (and update form).
Thank you,
Kind regards,
Rachida Ursu
Need more ways to control how entries end up on an invoice
Approved Time Entries end up on an Invoice every time "Create Invoice" is clicked on Project Contract. If a Project Contract's Contract Line has Invoice Frequencies set, approved Time Entries always flow to an Invoice upon creation despite set Invoice Frequencies. Need more ways to control how...
Change requests to live PSA project
As a D365 partner, one of the key requests we get for PSA implementations is that during an in-flight project, the need for change requests to add additional lines to the project are required. Such as an IT project requires new kit to be procured/installed that was di...
Need to book multiple reource in a single go
As per the current limitation we can book single resource. Allowing multiple user in a single go will help.
Time Off entries import into a Resource's Work Hours
There doesn't seem to be anyway to bulk import time off entries into multiple Resource's work hours calendars. Manual entry could prove hugely time consuming for some organisations who may have thousands of time off entries that they need to move over from existing resourcing systems into D365...
Show Absences/Time Off Entries on the Schedule Board
Currently when a Resource is unavailable to work due to a time off entry in their work hours calendar, the cell in the schedule board is greyed out (the same as standard unavailability such as weekends).
It would be great to be able to see the difference between Annual Leave/Time o...
Timesheet Templates and Copy Options
Enable timesheet default view to be on the "grid" view, and allow a copy option to move projects and tasks from prior week or a template but with no hours. In this way, user can copy across last week, just fill in the numbers and submit.
Even better if the individual cells wer...
Project contracts to managecontract variations
The project contract entity in PSA should be enabled to allow contract variations, or one project should be able to have multiple contracts assigned to it.
Ability to modify Availability View - Resource Details Screen
Please consider adding the capability to modify the availability view, specifically the resource detail window. The window I am referencing to can be located by going through the project - project team members - 'hard book' - availability view. In the availability view if you hover your c...