Schedule Board - View Project Allocation
In Schedule Board, We can see hours booked for each resource by day/week/month. When drilling down on resource, it shows all the projects and total hours allocated to each of those projects. Can you please enable the ability to see hours allocated to each project by day/week/month. In effect, thi...
Need the ability to assign multiple roles to a Project Team member.
Need the ability to assign multiple roles to a Project Team member. This feature was available prior to V3, not sure why it was taken off. We have hit a road block due to lack of this feature. Would like to know if there are any plans to implement it future, or is there an alternative to this fea...
Expense consumption on Tracking tab (Project)
Show the Expense "consumption" also on the Tracking Tab. We have already the Time "consumption" there. It would make sense to have Expenses also there.
Add Custom Columns to PSA Schedule / Project Tracking Controls
Controls showing the project schedule and project tracking allow the user to add additional out of the box fields. On the form, the controls use system views which can be customized (IE adding Additional Columns). Updating these views may or may not add the views to the controls, but in no case...
Project Profitability calculation on Quote should take into account Expense Estimates
On small projects expense estimates have large impact on project profitability. Calculation should use the expense estimate data in quote line details.
Bulk Assigment of Resources to a task
I would be very helpfull to have a bulk assign function, in order to assign multiple resources to a specific task/tasks. For example by selecting a (resource) group of resources and assigning them to one specific task. This is very common business scenario, especially with big projects with a lar...
Project Service Automation and Project Online
Project online has always used a system whereby check in and check out procedures where to be maintained. Would it now be possible to get full integration between project online and Dynamics 365 for Project Service Automation. The functionality currently used between two systems causes allot of d...
Allow "Project Estimates" also to group data by Resourcing unit
When doing a WBS it would be good to be able to analyze the effort by Resourcing unit.
Project team member recommendation hierarchy
Having the option to easily setup, visualize, inquiry, and report team member recommendation hierarchy (ies) per (service experience, diagnosis, etc..) might be helpful at time of team member project or service order scheduling. Not having the option to setup team member recommendation hierarchy...
Project alternative sequencing based on project expected profitability
It would be nice to future include the option to place in project sequence as per based on expected project profitability (e.g. Project A profitability is 20%, Project B profitability is 25% Project C profitability is 30%). Alternative the user have the option to place in sequence as per number s...