Skip to main content

Notifications

Announcements

No record found.

Finance | Project Operations, Human Resources, ...
Suggested answer

Time Entries for Cases

Posted on by 152

Hello

We are working on extending PSA time entries to include an option for cases.

We added a lookup field to cases on the Time Entry entity and added a new record on the Time Source entity (Customer Service).

As of now, we can add time entries to cases and submit them. However, I am stuck on the following and was wondering if anyone ever accomplished this.

1- How can case submitted times be processed through approval? We need all submitted entries to be approved or rejected, similar to PSA entries.

2- Will we be able to see resource utilization that includes all-time entries accounted for (PSA and Cases).

Appreciate any insights you can provide.

  • Suggested answer
    apa Profile Picture
    apa 8,282 on at
    RE: Time Entries for Cases

    Mouda non-project time entries require a manager to be defined. The defined manager will then get the non-work+vacation+absence type time entries for approval. My recommendation is to create a project alongside a case for more flexibility in approvals.

    You can find more about utilization here:
    https://docs.microsoft.com/en-us/dynamics365/project-operations/psa/faq-utilization-view

    I recommend a custom Power BI report with your own logic for calculation utilization.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans