70

Enable project templates

Project templates is one of the most frequent requirements in PSA+ProjOps implementation projects. Templates drastically reduce the time required to set up complex project plans. Please bring back project templates as we know them from PSA.

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3 Comments

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Category: Project Planning and Tracking (63)

STATUS DETAILS
Under Review
Ideas Administrator
This feature is on our medium to long-term roadmap. We are working with the Microsoft Project team on prioritization. 
68

Ability to add Custom attributes on Task Grid View and Open Task Dialog

Currently we don't have the option of adding custom attributes to the Task Grid and Open Details Dialog in the Task section in Project Entity. Generally we add custom attributes to address the business requirements and would nice to show them on the Task Grid and Open Details Dialog.

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7 Comments

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Category: Project Planning and Tracking (63)

STATUS DETAILS
Under Review
55

Correct Budget Consumption on Projects for Purchase Orders with a Discount

When a discount is added to a project purchase order with a posting profile main account, other than the main account of the item used, the discount is ignored in the consumption of the related project budget.

This idea is to ensure that the discount is taken into consideration when con...

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4 Comments

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Category: Project Planning and Tracking (63)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

Sincerely,

 Kim Nelson

 Program Manager, Microsoft

39

Task completion in D365 Project Operarions

It would be useful to add the ability for a user to complete tasks in the project plan. Currently tasks are only complete once time has been fully booked. There are a number of use cases that a user may want to manually complete tasks in a plan, for example, to manage a lower level of planning o...

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2 Comments

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Category: Project Planning and Tracking (63)

STATUS DETAILS
Needs Votes
37

Allow baselining and snapshotting of projects

Almost any project manager would like to see how their project looked at the beginning compared to how it actually ended up. Please allow us to take a snapshot of the project and give tools to compare with the current or other snapshots. This would allow for baselining which would help with for...

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4 Comments

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Category: Project Planning and Tracking (63)

STATUS DETAILS
Needs Votes
30

Import Project Tasks From Excel / Microsoft Project File

Currently there is no way to import a big project task list from Excel or an existing Project File. So many of our customers are trying to migrate from Individual Microsoft Project files.

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0 Comments

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Category: Project Planning and Tracking (63)

STATUS DETAILS
Needs Votes
24

Need ability to define default columns to show in Project->Tasks tab

When creating new project in the Project->Tasks tab we have to add the standard columns such as Start, Finish, Effort etc. using Add Column option. Will be nice if we can define what columns we need to see in a settings area so that we don't need to repeat the same when creating new project.

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1 Comments

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Category: Project Planning and Tracking (63)

STATUS DETAILS
Needs Votes
21

Enable programmatic create, update, delete operations on Project Task and its related entities

Being able to programmatically CUD the Project Task entity is a frequently seen scenario in PSA+ProjOps projects. Many processes around project management require programmatic CUD operations to the PT entity and its related entities. Organizations have CR processes tied to new tasks, project temp...

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3 Comments

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Category: Project Planning and Tracking (63)

STATUS DETAILS
Completed
Ideas Administrator
This is planned for the April 2021 release.
16

WBS Structure in Estimates

I would be very helpfull if you could group the estimate in a WBS/tree-structure (similar to the schedule).

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0 Comments

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Category: Project Planning and Tracking (63)

STATUS DETAILS
Needs Votes
16

Group Projects together into Portfolios

There should be a way to group projects together, similar to PftW with it's Roadmap feature. This could be for reporting or dependency purposes.

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0 Comments

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Category: Project Planning and Tracking (63)

STATUS DETAILS
Completed
Ideas Administrator
Project have shipped a Project Accelerator which is posed here:
Introducing the Project Accelerator
This includes the ability to create Programs.