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
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 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...
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...
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
Error message to be displayed when the Responsible resource in the template used for "Copy project" has been terminated.
The system should show a message when the "Copy project" process cannot be completed when in the used template there is assigned Responsible resource who is already terminated. Currently the system does not show any info message and instead no new project record is created.
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Andy Choi
Program Manager, Project management and accounting
Microsoft
Allowing manual selection of resource when creating fee from Project Invoice proposal
The system should allow you to pick the resource manually when creating fee in invoice proposal. Currently the system automatically populates the resource who is first in the resource/project validation list when resource/project parameter is set as mandatory.
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Andy Choi
Program Manager, Project management and accounting
Microsoft
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