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...
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.
Default settings on Project Tasks and Project Task grid
Improvements related to Project Tasks - Please prioritize!
After contact with Microsoft in a support ticket I was asked to present my questions as a collection of ideas related to the same topic.
1) The Project Task grid view columns should...
WBS task line property
System should have line property default also in WBS task line. When employee enter activity in timesheet line, system give category By default from activity. Project manager should have possibility to assign also line property to wbs task line and default value should come to timesheet line a...
This functionality and concept have been entirely redesigned in modern Project Operations. Billing type and pricing dimensions fulfill this need. REquest to please review this in modern Project Operations.
Provide ability to restrict 'Project Stages' by Security Roles or controlled by Workflow
Project stages can be very powerful to drive consistency of process when it comes to project setup, providing the ability to route the project setup to the different parts of the organisation who may have oversight either to the operation or financial aspects of the Project.
The d...
Thank you for the suggestion! This has been added to our roadmap and will be considered for a future release.
Regards,
Kim Nelson
Program Manager, Project management and accounting
Microsoft
Integrate MS Roadmap with Project Operations
Please integrate the Microsoft Roadmap functionality with Project Operations in order for project managers and other related users to get a full overview of the ongoing projects.
The MS Roadmap view is very important to complete the possibilities and usage of Project Operatio...
Setting status directly on a task card
Our client has a requirement to track the tasks based on their status without a need to create time entries.
It would be useful to have functionality to allow a user (Project Resource) to set status directly on a task card.
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...
This feature is is planned to CY2024 Wave 1.
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.
Add a GANTT Chart visualization on WBS
It would be nice to have a GANTT chart available on work breakdown structure on a project.
Thank you for the suggestion! This has been added to our roadmap and will be considered for a future release.
Regards,
Kim Nelson
Program Manager, Project management and accounting
Microsoft
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