Provide a TOTAL box on the On-account transactions form
The on-account transactions form holds lines for the different on-account transactions (Milestones, Deductions, Prepayment Journal lines, Beginning balances) depending on the project type. They can be created either via Billing rules or manually.
- Client may use...
STATUS DETAILSCompleted
Ability to Append the Client Name on the Booking Card of the Resource Board
In a Schedule Board, the expectation is that a user can see the Client / Account name on the board itself (in the title of the card) without the need to hover over the booking. The job name is not informative enough, as many jobs share the same name. This feature is currently available for the...
Support of Crew as a bookable resource type
Resource type Crew, where you can associate resources and equipment is not supported in Project operations. For companies planning with specific teams - this will reduce time and overview in both -planning/estimation -resources booking and assignment. -register time for a team
Provide a TOTAL box on the Project Forecast
When Project Admins enter the Project Forecast manually, there is no total on the forecast entry window for data validation.
Thanks for submitting this idea. A new grid control now allows subtotals for amounts on the Project forecast form. Just right click on the column and select "total this column." More information on the grid control can be found here:
Grid capabilities - Finance & Operations | Dynamics 365 | Microsoft Docs
Andy Choi
Program Manager, Project management and accounting
Microsoft
Project and Subproject ID format length be extended
At the time of creating new Subprojects the system looks up only at the first 20 characters of the ID and it does not allow Projects/Subprojects with more than 20 characters in the ID to be created. The length should be extended, in order the customers to have more possibilities for creating Pr...
When cancel reservation for resource partially to able to edit booking hours in sync with assigned hours
Option to Edit a Booking hours for resources in project scheduling form in order to be the same as assigned hours. There should be check to allow it or block it depend of customer needs to edit booking hours. Currently when assignment is canceled clear the booked hours but partial canceling kee...
Project resource management - Period Type ability to define start/end date
The ability to assign period type and calendar should include a date parameter with start date/end date, presently when updating a record you are updating master information.... These date parameters should be used to update the "Period Status" of a resource. The ability to edit Period-Type sh...
Ability to export or view WBS tracking view report in excel sheet for analytics
Please provide excel export option or view in excel option for both effort tracking and cost tracking view in WBS tracking view page. This will help project manager to analyze the results in excel.
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely, Annette Bruer, PM, Microsoft
Sales order discount should be posted to project
Our client do service for their customers. The services included items, hours, expenses (travel cost), and our client therefore use the project module. According to their service agreements, some customers are entitled to a discount in percentage on items used in the service. Sales order of type ...
Missing timesheet report should have extended options so a user/batch process can be configured to include/exclude timesheets created in alternative period codes.
Missing timesheet report should have extended options so a user/batch process can be configured to include/exclude timesheets created in alternative period codes. https://msdyneng.visualstudio.com/FinOps/_workitems/edit/445484
Administrator
Thanks for submitting this idea. A new grid control now allows subtotals for amounts on the On-account Project form. Just right click on the column and select "total this column." More information on the grid control can be found here:
Grid capabilities - Finance & Operations | Dynamics 365 | Microsoft Docs
Andy Choi
Program Manager, Project management and accounting
Microsoft