46

Rebate and discount functionality for project quotations

It should be possible to enter discounts on project quotations.

  1. I want to be able to give discount for a quotation line - not just for items but also hours.
  2. I want to be able to give a total Discount in %
  3. And I should be able to make an end price, say instea...

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    1 Comments

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    Category: Project Resource Management (648)

    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 

41

Create Data Entities for Project Quotes

SalesQuotationHeadersV2 and SalesQuotationLinesV2 exist today which allow you create Quotes of type Sales using odata. There are no entities that allow you to create Quotes of type Project using odata.

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0 Comments

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Category: Project Resource Management (648)

STATUS DETAILS
Under Review
39

Allow using Reason codes on Sales credit notes linked to a Project

The Reason code selected for a Credit note for Sales orders linked to Projects is not saved on Customer level, voucher and transaction. It would be helpful to have the Reason codes saved, as for a Credit note for simple Sales order the Reason code is saved on Customer level, voucher and transact...

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3 Comments

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Category: Project Resource Management (648)

STATUS DETAILS
Needs Votes
39

Items used in a project owned by another legal entity

On timesheets and expense reports you can address a project in another company and post to these projects. If you consume items, this is not possible. It should be possible to do intercompany item consumption. E.g. you go to your own stock and get a part to be build into a prototype product. T...

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1 Comments

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Category: Project Resource Management (648)

STATUS DETAILS
Under Review
36

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

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0 Comments

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Category: Project Resource Management (648)

STATUS DETAILS
Under Review
34

Naming of the prices, currencies and amounts in the Project transactions

The amounts and the currencies in the project transactions should be better displayed and on the project transaction entries both in Overview and General tab. For example, currently in the Project transactions “Total cost amount” is Accounting currency, where as in General under “View transacti...

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1 Comments

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Category: Project Resource Management (648)

STATUS DETAILS
Under Review
Ideas Administrator

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 

34

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.

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1 Comments

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Category: Project Resource Management (648)

STATUS DETAILS
Completed
Ideas Administrator

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 

34

Add Timesheet Hours to REST API

Right now the only fields in the TimesheetLines REST API are:

      "ProjectDataArea":,
      "TaxGroupId": "",
      "LineNumber": ,
      "TimesheetNumber": ,
 ...

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1 Comments

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Category: Project Resource Management (648)

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

Program Manager, Project management and accounting

Microsoft 

33

Delegate timesheets in the timesheet app

It will be nice if you can delegate the timesheets to different workers within the D365 Mobile timesheet app so you don't have to use a computer. This is very useful if you work a lot remotely, or you don't have access on a computer. And also if you have a lot of workers and different hierarch...

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0 Comments

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Category: Project Resource Management (648)

STATUS DETAILS
Needs Votes
33

Project intercompany timesheet and invoice - Indirect cost posting ledgers are incorrect in the lending legal entity

Indirect cost is calculated in Lending legal entity as per the setup performed in the same legal entity. When there is no difference in indirect cost calculation for regular scenario (non-intercompany scenario) and intercompany scenario, we expect the posting also should be split to separate ledg...

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0 Comments

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Category: Project Resource Management (648)

STATUS DETAILS
Needs Votes