Release Notes for Project Service Automation Update Release 3

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Applies to: Project Service Automation for Dynamics 365

Were pleased to announce the latest update for the Project Service Automation application for Dynamics 365. This release includes improvements to quality, performance, and usability, and is based on your feedback and requests.

This release is compatible with Dynamics 365 9.x. To update to this release, visit the Admin Center for Dynamics 365 online, solutions page to install the update. For details, seeHow to Install, Update a Preferred Solution.

Project Service Automation (v3.3.0.258)

Improvements

Timesheets
- Weekly time entry with support for customizations
  This feature enhances the time entry experience in Project Service Automation by providing the ability for project resources to enter time for the entire week at the same time. It will also be possible for system customizers to customize this view with custom fields or lookups to other entities. Customizers will also be able to implement custom business rules to support their organization’s practices.

Sales
- Price list Markups
  With this feature, users of PSA price list will be able to create new price list from an existing price list and apply inflationary markups on the different components of the project price list.
Per unit pricing on Expense categories
With this feature, certain expense categories can be setup with appropriate units and a price and cost per unit using price lists in PSA. This setup will be used to default the per unit rates on all business transactions in PSA such as Quote line details, Contract line details, Project estimates, Expense entries, Journal lines and Invoice line details. This feature opens up scenarios around pricing and costing Mileage, out-sourced work and some unit – based work categories such as processing pay slips, invoices etc on projects.

Ability to control what actuals get added to an Invoice in PSA
With this feature, both product-based contract lines and the time and expense actuals have to be marked as “Ready to invoice” before they can be added to a draft invoice in PSA. This feature allows for customizations in the area of PSA’s proforma or invoice proposals. Customers and partners have a way to tailor the creation of draft invoice proposals in PSA by programmatically manipulating the Billing status values on unbilled sales actuals for time, expense, fees and on product-based contract lines.

Allow user to delete products lines from Project Invoice when the invoice in the draft state.

Projects
- Project task form
  With this feature, users will be able to access task details directly from the project grid, by selecting the new ‘Edit Task’ schedule grid action. This new form is ideal for extensibility scenarios for tasks, for example: tracking Task Health or Task Type. Users will also be able to easily add notes to a task, encouraging increased project collaboration.
Full screen toggle
This new UI control enables users to expand the following grid to full screen for an improved editing experience: Schedule, Resource Assignments, Resource Reconciliation, Estimates and Expense Estimates.

Bug Fixes

Fixed: Restricting the ability to create invoices without approved actuals.

Fixed: Deleting a contract milestone for an unposted invoice, prevents posting or deleting of the invoice.

Fixed: Tracking View: Client-side and Server-side calculations are different.

Fixed: Invalid invoice frequency setup can lead to “Object reference not set to an instance of an object” error when trying to create an invoice schedule.

Fixed: Project Approval has overlapping command sequence for “Approve” and “Reject” impacting the Ribbon Work Bench.

Fixed: Null reference exception when creating Project Team Member (and booking resource) through Workflow.

Fixed: Marking a resource request as complete removes the generic resource from the assigned task when multiple named resources fulfilled the requirement.