Create a parameter to default the type of view for project activities
When importing a new WBS, two entities are available Project work breakdown structure - Draft and Project work breakdown structure - Draft estimates. This allows us to import both the Schedule planning tab as well as the Estimated costs and revenue tab. But this import does not allow updates t...
Show status from related purchase order on item requirements form
In order to follow up material status, additional statuses from related purchase should be displayed in item requirements form.
There is a field group Item reference, which shows related purchase order number, but status (like Open order, Received) of this purchase order line would be a...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Kim Nelson
PM, Microsoft
Enable creation of purchase order from item requirement when create item requirement option is enabled
Currently when "Create item requirement" option is enabled in project parameter, AX doesn't allows users to create purchase order from item requirement. For bigger projects with lot of materials, item requirement form is typically used as material planning sheet. Please enable creation of...
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
Ability to check out WBS to specific user and lock the WBS form to the checked out user
Currently WBS form is not restricted to the user who is setting it to draft mode. It is open for edit to any user in the system. Please add "Check out" and "check in" steps to the WBS form to enable draft edits to a specific user rather than all users.This will be a good change management syst...
In the modern PRoject Operations, we have enabled co-authoring to ensure that mulitple people can edit WBS without overwriting each other's changes. Given co-authoring is a modern design approach to checkin and checkout, we would request you to try this experieence in the modern Project Operations experiences.
Partial customer retention release
In some cases, it would be useful to be able to request only a partial amount of the customer retention of project invoices. Right now you can only request full amount attached to each project invoice. It would be useful to allow the user to select a percentage of the overall retained amount. F...
Possibility to suppress the second prompt after changing the project stage of a project
If the project stage of a project is changed the user is asked whether he wants to update the project status to the choosen project stage. After pressing OK the user is asked whether he wants to inherit the stage of the parent project. This second "dialog" is not needed and our customer wants a ...
The Project timesheet check only checks budget one day (per line) of timesheet at a time
The timesheet budget check only checks budget one day (per line) of timesheet at a time. If two days on the timesheet would cause budget overrun but each independently would not then no error is generated. This issue occurs when Cost control Budget overrun default is set to Disallow overruns or W...
Reversing Functionality - Project Expense Journal
Project Expense Journals (Project Management and accounting > Journals > Expense) meet the needs of businesses to manually record transactions to the project sub-ledger and the general ledger at the same time. However, auto-reversing functionality is not available for this type of entry. Furthe...
Project Purchase Orders and Item Consumption
While creating a Purchase Requisition and linking with the Project ID. The PR is processed to PO and when receiving against the PO, the Item is shown received in Inventory and then Deducted from Inventory to the Project. Expecting to receive the items in Inventory. The issue to Project will be do...
Adjusting a project transaction does not update the role if the role had been changed for the associated resource
There are times where the role id is updated on a resource and the sales price and cost price is also updated. When this change occurs on a project, posted transactions on a project need to be updated. It seems the adjust transaction functionality does not update to the newer role and price and t...
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