I would like to suggest an idea enhancement for the PSA Solution in Dynamics CRM.  Specific to the "Bookings and Tasks" view, it only shows the bookings and tasks for the interactive user.  I would like to request a view that is filter capable that would allow us to show bookings and tasks for a group of users.  Either everyone in an Org or associated with a project for instance. 

I understand we could produce this information in a custom SSRS report.  It would be a good sub-idea to have this report in a future PSA Report Pack.  Additionally some sort of integration of these types of tasks with "Planner" would be interesting to give a more holistic view for project managers, leadership and key stakeholders that need to look across a set of users to see how we are trending on bookings and tasks at a macro level ...

Category: General