Resource Management - Compare applicants to a resource request
You have the ability to add applicants to a team member but there is no way to see how well their skills and/or roles compare to other applicants nor the resource request.
There is a need for a scheduling function from the applicant subgrid, both for booking and comp...
Indicate Products as Non-chargeable or Complimentary in Project Contracts
It would also be very nice if we could mark a Product as Non-chargeable or Complimentary just like we can with time/expenses.
Sometimes companies take the hit on licenses and increase the cost of services to make up the difference. They might still want to indicate the original co...
Allow us to decide when to invoice for a Product related to a Project Contract
Currently if you add Products to a Project Contract, these are picked up on the first Invoice which is created. There is no way to prevent this and no way to delete them off the Invoice so they will be picked up on a subsequent Invoice.
We need the ability to defer invoici...
Take changes to Product pricing into account when Refresh Invoice Line Transactions button used
If additional time/expenses are submitted after an Invoice has been created, it's possible to press the "Refresh Invoice Lines Transactions" button and it update the Project-based lines. The same doesn't happen with Product-based lines.
When an Invoice has been created tha...
Need for Unapproving of Timesheets and Expenses by Managers
Need for Unapproving of Timesheets and Expenses by Managers.
This would be a great feature to have where managers can unapprove the timesheets and expenses that they have approved, so that they can send it back to the resources for modifications.
Need a Provision for Resources to Submit Time Off Requests and route it through an approval process like Field Service
Need a Provision for Resources to Submit Time Off Requests and route it through an approval process like Field Service.
Field Service has a Time Off Requests feature where users can submit their time offs and approved by a manager. It would be great to have this as a common feature in ...
Schedule Board to have a provision to distinguish Weekly Time Off and Personal Time Off Requests
Schedule Board to have a provision to distinguish Weekly Time Off and Personal Time Off Requests
We have been receiving lots of requests for viewing time off's distinguished on the schedule board, and not shown like a weekly time off based on their work schedule, probably with a differe...
Expense category is listed from drop down of Project WBS
Dear Ideas Team,
I created new project and found project group does not synchronize with project WBS master and below are the repro steps that were used
Step1: Select legal entity USSI for simulation
Step2: Select project category ‘CAR RENTAL’ an...
Show soft booking in scheduling board without expanding a resource
Whenever the schedule board loads, the resources that have soft booking are not shown on load, users have to expand each resources to see if there are soft bookings (only hard bookings are shown as highlights).
Please honour the CRM metadata in PSA custom control
Currently, the PSA custom controls are not controllable by the CRM metadata. Some cases:
1. Custom field on Time Entry/Expense form can't be added
2. Can't change the layout of WBS view & custom field can't be added
3. A field is set as business required however the cu...