Customize "Utilization" table on "Project Operation" model driven app
Currently, we cannot customize "Utilization" table on "Project Operation" model driven app on make.powerapps.com .
This is expected behavior, but the error message below is displayed when we try to customize this, which is not user-friendly for some users.
Error:
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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...
Thank you for this idea. We will investigate and consider it for an upcoming release wave
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
Improve Schedule Board Handling of PTO / Time Off
Typically, resources are booked on projects well in advance, and they also request PTO / annual leave (AL) ahead of time.
Sometimes, a resource is already scheduled on a project for the same date they want to take AL.
On the Schedule Board
Automatically set related roles to added team member when creating Project records
Regarding Dynamics 365 Project Operations, currently, there is no default feature to automatically relate roles from selected bookable resources when creating project records.
When creating Project records, according to selected bookable resource records on "Project manager" fields on th...
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
Implement discounts functionality at Item requirement
We need to use discount functionality on Item requirement form as current functionality is not supporting and no matter that the discount line group is contains at the header details. This issue is major blocker for any user want to use discounts on Item requirement.
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...
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...
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