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Hello community,
for me it takes at least 1 or 2 seconds to get one time entry approved in the approvals form of PSA. Since this is a monthly process where hundreds of time entries accumulate this is getting really annoying.
My question: Is this normal? Or does this indicate that a customization of the ISV is not setup correctly or programmed non-optimally? We are located in Western Europe so I guess it is not a latency issue.
Thanks in advance!
Christian
Hi Christian,
You are not alone. Approval takes approx. 2 seconds in standard PSA.
I believe that Microsoft Product Team is working on improving this.
But PM does not have to wait for this operation to end, do they. It is asynchronous and they can do something else why it is running.
Unless, they want to mark actuals as Ready for Billing straightaway and create an invoice which they can't while approvals are still being processed.
However it is worth mentioning that a Project Manager is supposed to check stuff before approval rather than select 200 records and approve without checking. If approval is a formality, you could automate it and let it run overnight (workflow with a standard Approve action). Also having a process when resources submit time by day x, PMs review, correct and approve by day x+3 and finance bill on day x+4 makes is less annoying and stressful for all involved. Trying to do everything one day may not work.
I hope it helps.
Kind regards
Matthew
Hi Matthew,
thanks for confirming that I am indeed not the only one who is suffering ;-) But I cannot confirm that I can continue to work after I press the Approve button. I do have to wait until it finishes. From what I've heard from out IT department this function hasn't been customized.
As for your suggestions regarding our approval process: You are absolutely right that shorter cycles make the whole ordeal less painful. But with our organization this is not easy to achieve and something that is not under my control. You know, it really baffles me that a step that merely marks a record to be ready for billing takes that long.
Thank you anyway!
Kind regards,
I think that Microsoft Product Team may have changed the approval action from synchronous to asynchronous in one of the latest PSA versions without making this information public. What subversion of PSA 3.x are you on?
This is what the About dialog reveals:
Please also check the version of the Project Service Automation solution.
I just checked it in one system where it is asynchronous. They are on PSA version 3.10.45.119.
You can find the info on these versions here: https://docs.microsoft.com/en-us/dynamics365/project-operations/psa/whats-new-ur-28-5. The latest version is V3.10.46.87 (generally available through a self-update in January 2021), so depending on the location it may be or not be available.
If you are on an earlier version, you could try running the upgrade in your non-production instance and test the performance and the synchronous/asynchronous aspect there.
One last question: as an ordinary user where can I find information on which application version is deployed? The About dialog doesn't seem to cut it.
Yes as Matthew says this is common.
When we migrated from our previous time entry system we instigated some process changes too.
Like yourself we previously approved monthly and it was always a scramble and a pain.
Since we moved to D365 we approve weekly now and it is working out a lot better and month end is not so stressful for us and finance :-)
As regards, approvals what I do is Groups by Resource and as Matthew suggests read through before approving. I also take them in smaller batches and approve and then take the next batch. i find that if I try a huge batch approval it just hangs for ages and it becomes a little worrying as you think something is wrong.
Hope some of this helps.
Regards,
Jason
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