• PSA-Copy task into bookable resource booking when project team is generated

    When project team is generated and resources assigned, bookable resource bookings are created. We need to see what task has each resources assigned under the bookable resource bookings. The advantage in this is that this will allow us to have all the information automated which we believe was the whole purpose of the Team Generating. It will also allow the modify the field service app and use it for PSA booking entries for resources working on site rather than in the office (construction workers and other project resources). Each booking is allocated to a task in the PSA WBS and not to a project only. so why not to have the task assigned to a specific resource booking? It will be much more accurate when workers on site are putting their hours in. thanks. Luka
  • Allow Progress Billing on Fixed Priced Contract

    Can a milestone be marked as ready for invoicing with % completed? This way we can invoice individual milestones at completed percentage rate rather than when they are fully completed.. Some milestones can run for a while during a project and once they are marked ready for invoicing, these cant be partially invoiced. thanks
  • Add project task to resource booking

    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
  • RSO Schedule/Optimise multiple resources for the same job

    RSO is a fantastic idea, however currently it only allows to schedule and optimise individual resources.

    Majority of services companies have more than 1 resource booked to a job. we travel in 2 or 3 people and use trucks and the like.

    We would like to see RSO being able to do this by utilising Resource Requirement Groups in the D365 Field service and project service.


    thanks


    Luka