Allow different currencies on funding sources
When having several funding sources on a project contract the currency is set based on the currency from the project contract. The currency on the invoice transactions should be the currency based on the customer currency. Simple example: The currency on the project contract is EUR Two funding...
Report formerly scheduled tasks in projects
Providing a report or inquirie, solving the problem of the issue, described below: ISSUE ===== In a project, tasks are planned, and employees are created as resources. Resources are scheduled until the project tasks are completely staffed. Thereafter, a plan change (e.g., due to illness or vac...
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
Budget and forecast
The budget and forecast frameworks do not work well together yet and should provide the ability to establish a original budget and then forecast over the lifetime of the project to complete. The fundamentals of a project management is to establish a budget for a project. This budget should nev...
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
Add the Product Search feature on Project sales transactions
Same as the Sales transaction processes for Sales quotation and Sales orders, it would be really helpful to add the Product Search feature for the following Project Sales transaction forms: - Project quotation - WBS - Item requirement By adding this feature, it would help a lot the user to ident...
"Expand all" option should remain selected when changing the view from Cost estimates to Scheduling and going back to Cost estimates
In WBS task when selecting Expand all option from the “Expand to” filter in Cost estimates view and switch the view to Scheduling and back to Cost estimates, the entries should remain all expanded instead of partially expanded.
Transacting & Forecasting Feature change
Within Project Management and Accounting you have the ability to create an original budget against a project, this is key management information and allows business to assess and make informed decisions. Further to this each month a budget revision can be made allowing you to accept the costs in ...
Implement a Project quotation entity + lines
The existing SalesQuotationTable V2 entity only supports quotations of the Sales type. There is currently no way you can export, or import a project quotation. Funny enough, there is a Project quotation WBS entity. Since you cannot import a header, the usage of that one must be very limited :)...
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
Report on late project timesheet submission and approval
Lots of companies report on late project timesheet submissions and approvals. This functionality would be very useful and is requested by a lot of clients.
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
Project Budget Balances - include all transactions for budget categories in consumed
If you add a category to budget when you have previously posted transactions with current category, the previously posted transactions will not become part of Project Budget Balances.
The transactions will show in Unbudgedet Costs until approval of category in Budget/Budget Revision, but ...
Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft
Inability to create a single planned purchase order from 2 different projects
Cannot consolidate different item requirements into 1 purchase order when using group by vendor at firming the purchase orders related to projects with the same vendor. Client expectation: System to show multiple project information for multiple IQ lines consolidated to one PO line.
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
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