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Project Service Automation forum

Project Contract Milestones - Fields read-only on form, any reason why?

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Posted on by 4

Hi Experts,

We are implementing 2.4 of Project Service Automation.  My client bills fixed fee projects and we are entering project contract milestones.  Currently once you enter the milestone the following fields are locked:

1.  Milestone Name

2.  Milestone Date

3.  Line Amount

Is there a reason these need to be read-only?  I would expect that if they are "Not ready for Invoicing" and have not been invoiced there is not a reason they can not change right?  I can put a business rule to make the fields read-only after it is has been changed to "Ready to Invoice" status.   I am asking this because currently it is really locked down and they can not modify, which means they have to delete and re-add if they want to change a date or a milestone amount.  

Screen-Shot-2019_2D00_02_2D00_19-at-4.48.28-AM.png

Any reason I am not aware of that this would be a problem?

Thanks,

I have the same question (0)
  • Verified answer
    Gupta Kuldeep Profile Picture
    2,060 on at

    Hi,

    i am with you on this and you can express this as an idea in the idea portal.

    https://experience.dynamics.com/ideas/

  • Drew Poggemann Profile Picture
    4 on at

    I have entered the idea.  Please vote for it :)

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