Project Approvals are stuck in Queued status | PSA / Project Operations Quick Tip

Let’s see if you recently experienced changes in the way you do Approvals in PSA/Project Operations and your Approvals are stuck in Pending/Queued state, here’s what you can do.

Scenario

Recently, if you noticed some changes in your existing PSA/Project Operations – Approval Sets feature has been introduced that needs tweaking for it to work correctly for you.

You might observe that the Approvals are stuck in Queued status for infinite time and you don’t know when they will be successfully approved.
And they appear something like this –

Approval Threshold in Project Parameters

Now, navigate to Project Parameters as below –

  1. Once in Project Service App, go to Administration area and look for Parameters.

  2. In the Project Parameters record, you’ll find this field called as threshold.

  3. Then, you can enter a Threshold number so that your Approvals are not stuck when you Approve them.


  4. Then, Approve the Time Entries again (from Project Approvals). And they should go through this time.

  5. You’ll see a message that it will denote that the Approvals have been queued for Approvals and that they will be Approved. Then, you can look at the My Past Approvals view to find the completed Approvals view in Approvals.

You can read official Microsoft Docs on Modern Approvals in Project Operations here – https://docs.microsoft.com/en-us/dynamics365/project-operations/psa/approval-set?WT.mc_id=DX-MVP-5003911

Hope this helped!

Here are some more Dynamics 365 Administrator related posts you might want to check –

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Thank you!

Sign up for a Dynamics 365 Project Operations (Lite Deployment) environment and provision a new instance | Power Platform

Unlike other Dynamics 365 Trial instances sign up process which is from https://trials.dynamics.com/, Project Operations are requested and provisioned in a different way as of early 2021.

Let me walk you through how you can provision a Dynamics 365 Project Operations Trial (Lite Deployment) on a brand new instance/tenant.

Selecting a Deployment Type

Here are Microsoft Docs links to help you understand the different Deployment types – https://docs.microsoft.com/en-us/dynamics365/project-operations/environment/determine-deployment-type?WT.mc_id=DX-MVP-5003911

To summarize –

Project Operations Lite Deployment is the CE only deployment meaning it does not connect to Finance & Operations for the full-fledged stocked/non-stocked scenarios talked about in the above MS Docs.

Dynamics 365 Project Operations https://dynamics.microsoft.com/en-us/project-operations/overview/?WT.mc_id=DX-MVP-5003911

Provisioning

It takes about 2-3 days for the Email to appear in your Mailbox.

  1. Below is how it looks like.

  2. There are 3 links in the Email. You’ll need to provision for the below 2 links –
    1. Office 365 Project Operations – Preview [Required]
    2. Dynamics 365 Project Operations (CRM) – Trial [Required]
    3. Dynamics 365 Finance and Operations Trial

Process

I’ve created a YouTube video to summarize Sign Up and Provisioning of the Project Operations Lite deployment

Hope this was helpful!

Here are some more Dynamics 365 Administrator related posts you might want to check –

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  5. Remove ‘This Email has been blocked due to potentially harmful content.’ message in Dynamics 365 Emails | OrgDbSettings utility
  6. Wave 1 2021 Early Access is now available | Opt-in

Thank you!