Allow to set Actuals to "Ready/Not ready to Invoice" from Order and Project entities
Being able to set Actuals to "Ready/Not Ready to Invoice" on Order and Project (from related records) will streamline invoicing greatly and will also be a big boost to user experience. At the moment we are getting constant feedback that users do not want to perform this functionality from Actuals...
Enable quote revisioning so that new versions of a quote can be created
Quote revisioning is a frequent requirement in a sales process. Users are looking for a simple way to revision their quotes, based on fine adjustments to project scopes. With revisioning, an organization's quote process has transparency and changes are documented as revisions. Revised quotes also...
Enable programmatic create, update, delete operations on Project Task and its related entities
Being able to programmatically CUD the Project Task entity is a frequently seen scenario in PSA+ProjOps projects. Many processes around project management require programmatic CUD operations to the PT entity and its related entities. Organizations have CR processes tied to new tasks, project temp...