Dynamics 365 Project Service Automation

We are unable to create Delegations for Bookable Resources for our Contractors with a Resource Type of "Account" or "Contact". Since we manually enter time (via Advanced Find right now) for our contractors this is a major gap!

When we create a resource of type Group, it does not let the same resource (contact/user or equipment) to be added to multiple groups with overlapping date ranges. This looks like a design flaw. We can have resources be part of two different resource groups and that also within the same time frame. Please provide this capability in the Resource Management for Project Service and/or Field Service.

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’ and assign project 00000096

Step3: Go to Project00000096>Plan> try to create new WBS> Schedule and planning and click on category dropdown

At this point no categories are displayed, whereas user expectation is to show the category 'CAR RENTAL' since if user enters the value manually system accepts and saves the record.

This issue has been escalated to Microsoft development team vide Bug#3842390, where it was clarified that in schedule & planning tab system is designed to show only categories with type as "HOUR" but not expense categories.  If this logic is correct system shouldn't accept the expense category when attempted to update the value manually.

Hope Microsoft will fix the issue permanently in near future

Deploy some of the Project Online UI capabilities like copy and paste into PSA to make the WBS experience richer and closer to what people are used to with Project or Project online.

 

Instead of uploading a document through the "Browse" button, it would be very helpful to upload files just by drag and drop into a certain area in the document attachement screen.

It would be great is the pricing dimension functionality would also take in consideration the category prices. This would give more flexibilty in setting up rules for the expense prices.

The schedule board calendar starts on Sunday while in Spain the week starts on Monday. Would be interesting that calendars started on Monday, matching Spanish standar calendar.

When a resource is booked to a task in the WBS, the booking doesn't have the task they were assigned to. Can you make the Project Task to be linked to project booking? Thanks

Now, to assign resources for each task we need to select resources from Project Team. It would be great if we can add same Project team member too many tasks at the same time instead, by selecting each task and assign same resource. Like copy cell option in MS Excel. Thanks

Currenty, Users can only one Project Contract record Contract Status Reason to "Draft", "In Review", and "On Hold". Users can use Bulk Edit to edit multiple records to any of the Contract Status Reasons below. *Notice these are different Status Reasons that the OOB Status Reason for the Order entity. Draft In Review On Hold Confirmed Completed Users should be able to update one Project Contract record to a "Closed" Status, Completed without having use a Workflow or Bulk Edit.