8

Data sync between Dynamics 365 for Operations and MS Project client for non standard field such as custom notes and oters

Data Synchronization:

  1. Synchronize the Note field between D365 and MS Project.
    1. Business Reason: Data in custom columns gets discarded other than the standard columns that are already baked into Dynamics 365. We use these fields for notes when sharing inter-agency and ...

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      Category: Project Resource Management (527)

      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

      PM, Microsoft

8

No edit of Budget revision amount with entries in details

On original Project budget when you have lines in 'Details', the field 'Original budget' is greyed out because the lines in details populates the total showing in field 'Original budget'.

However in Budget revision you are able to edit field 'Revision amount' when you have lines in 'Det...

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Category: Project Resource Management (527)

STATUS DETAILS
Under Review
Ideas Administrator

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 

8

Worker image missing on Resource Availability

Worker image missing on Resource Availability form. Can you please enable image on form.

 

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Category: Project Resource Management (527)

STATUS DETAILS
Under Review
Ideas Administrator

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

7

Polish credit note functionality in Project management and accounting module

In Polish legal entity there is a functionality for Polish credit note in Sales ledger on Sales Orders.


However, it is missing for Project sales invoices in PMA module. The same functionality should be extended for project sales invoices and credit notes. All Polish credit not...

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Category: Project Resource Management (527)

STATUS DETAILS
New
7

'All subprojects' will copy to Subproject(s) all the information from Parent project, instead of just what was changed

When subproject is created, and then Parent project has one Financial Dimension changed, the "All subprojects" option will copy all other financial dimensions from Parent project to all subprojects. If specific field modified in parent project, this should update only that specific field for su...

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Category: Project Resource Management (527)

STATUS DETAILS
Needs Votes
7

Committed costs are not generated from project Purchase order

Committed costs are not generated from project Purchase order linked to Item requirement when stock item is used. It would be of great benefit for our customers to have this implemented in the core functionality of F&O

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Category: Project Resource Management (527)

STATUS DETAILS
Needs Votes
7

Ability to direct Project Accrual Posting

Ability to direct Project accrual posting based on Project Category. Currently, configurations done with either the Inventory or Procurement Categories direct the accrual account postings and are ambiguous to of the accrual is related to a Project. Suggesting that Project Group could be lever...

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Category: Project Resource Management (527)

STATUS DETAILS
Needs Votes
7

Link to Employee Record from Project Validation Resource Assignments

The resource ID and/or name should link to the employee record on the project validation resource assignments page. This will make it more consistent with the rest of the system and allow for direct access to the employee record for assigning categories and the like.

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Category: Project Resource Management (527)

STATUS DETAILS
Needs Votes
7

Wrong tax group on a sales order from a T&M project with multiple funding sources

Microsoft has made available a new functionality to create a sales order from a time and material project with multiple funding sources on a project contract. - These customers have each a different customer tax group.- The general parameter setting on the project module for Project Sales Tax i...

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Category: Project Resource Management (527)

STATUS DETAILS
Needs Votes
7

Capability to add Resources to Shifts and Relative Work Days

Idea is to be able to set Work Hours and Working Days based on multiple shifts and Relative Working Days 1. Let's say Resource A is working from Shift A for a few weeks and is then supposed to be put on shift. I believe these can be different Work Hours Templates. However, should be able to be pu...

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Category: Project Resource Management (527)

STATUS DETAILS
Needs Votes