Suggestions: Enable fill hande for Schedule


Fill handle would make adding data a lot faster and simpler. Also the ability to edit multiple rows at once would improve user experience greatly. Especially when we have multiple task mode rows to edit.

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2 Comments

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New

Related tab doesn't have Actuals when opening a Project Contract record


- Open a Project Contract record
- Verify that you land on Summary tab
- Navigate to Related tab

-> Actuals missing under Related

We definitely want Actuals under this Related tab. Now we have to navigate to Contract Lines -> open a line -> related -&g...

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STATUS DETAILS
New

Confirming a Project Contract doesn't function


Confirming a PC simply makes the Confirm button disappear from the ribbon but the contract itself will be in draft. When closing and reopening the record, the record very briefly shows as confirmed but then reverts to draft. Suggesting this as a non blocking severity 1 defect.

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New

UCI doesn't remember last form type used (tested on Project Contract)


I've worked on a PSA form and then close a record. When I create a new record, the default "sales" order form is opened.

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1 Comments

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STATUS DETAILS
New

Run Report button missing (tested on Project Contract and Invoice)


Run Report button is missing at least on Project Contract and Invoice. Critical feature.

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New

Generate Billing Milestones on ribbon doesn't generate Invoice Schedules


Delivery date and billing start date are set as well as an invoice frequency. When creating periodic milestones from the ribbon, no schedules are created. I'm getting a notification " Read more...
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New

Suggestion: Add a Sales Price field for Tax on Project Approval


Transaction Class of Tax has never had a Sales Price field OOTB on Project Approval. This leads to invoicing Sales Taxes at 0. There are customization possibilities but I would like to see this considered OOTB so that a Sales Price can be set for Tax.

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1 Comments

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STATUS DETAILS
New

Suggestion: Move the ribbon on Team Members more to the left


Right now the ribbon on Team Members (ribbon buttons are: + New, Confirm, Enable resource signup, Refresh, esport) is all the way to the right so that some buttons (like the refresh which I really want to frequenty use) fall under the three ellipses when I'm on a laptop. Can you move this ...

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2 Comments

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STATUS DETAILS
New

Lost the ability to create new Order Lines (button missing) for Project Contracts


Tested on Chrome and Firefox on Win 10, Chrome on Mac.

I lost the ability to create new Order Lines a week or so back. The button is simply not there. Please see attached screen capture. I'm getting a script error quite often when opening any Project Contract records. In case this ...

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1 Comments

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STATUS DETAILS
New

Reconciliation Views Extend booking: Provide "Book from Schedule Assistant" in addition to current auto-book functionality


Current functionality: Extend booking auto-books a Bookable Resource and a double booking may occur. Idea: Create an additional button next to the "OK" and "Cancel" buttons which launches the Schedule Assistant. This way we can choose an appropriate time slot for the booking and double bookings ...

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4 Comments

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4 Comments

Category: Project Service Automation (167)

STATUS DETAILS
New