24

Estimates from a Project Budget

The current situation is that it is not possible to manage the estimates directly from a Budget, but only from Forecasts. As the business reality is to use Budgets from a Project (Approvals, trace ability,....), and not Forecasts, it is logical to give the possibility to manage the estimates di...

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0 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

24

Project Budget Control

The current project budget control means that you must establish budget at the category level for a project and then budget control does not allow the actual s to exceed the budget amount for the given project and category combination. Business have requirements to group categories together or...

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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 

24

Improvements to Ledger Updates (ProjTransPosting) for Easier Reporting

Here are the fields missing from ProjTransPosting that makes reporting more complicated. Many of these same concepts are missing from ProjTransBudget.

  • Transaction currency
  • Transaction currency amount
  • Transaction currency price
  • Line property
  • Link...

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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 

23

Cost posted before the budget are never include and never visible on the Project Budget balances

A business situation is very classical on Projets : People will registered costs before the project budget has been approved (because there is a mandatory period of time for budget approval). So when you entered costs during this period where the budget is not approved, these costs will never be...

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0 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

23

Automaticaly update the total forecast when budget is revised

The estimates in the D365FO project process are only based from total forecast model (or one of the forecasts models), and not from a budget. As many companies in private sector use the budget to track the different revisions (not allowed in the forecast), it means that you must update manually...

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2 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

22

Project Item Material Reallocation

User would like to have a method of passing reallocation journal for project materials because the current method for adjustments is treating the adjustment as a return to stores and re-issue. 

They need a workable solution that does not change the price of the items that were already is...

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0 Comments

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Category: Project Resource Management (648)

STATUS DETAILS
New
22

Support Procurement Category within WBS

At present, when creating a WBS with a line type of "item", only inventory items are available to be selected. This should be extended to procurement categories. For a lot of organisations, they raise purchase orders against a project including for subcontracting, and generally procurement cate...

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2 Comments

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Category: Project Resource Management (648)

STATUS DETAILS
Needs Votes
22

Ability to export or view WBS tracking view report in excel sheet for analytics

Please provide excel export option or view in excel option for both effort tracking and cost tracking view in WBS tracking view page. This will help project manager to analyze the results in excel. 

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2 Comments

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Category: Project Resource Management (648)

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

20

Enable project invoice proposal assignment to Project Manager and customer

Invoice proposal workflows could be made stronger by enabling the propsals to be routed to the Project responsibilities e.g. Project Manager, Project Controller as per expenditure reviewers.  The solution would also benefit from functionality to route the proposal to specific co...

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4 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

PM, Microsoft

19

Sales order discount should be posted to project

Our client do service for their customers. The services included items, hours, expenses (travel cost), and our client therefore use the project module. According to their service agreements, some customers are entitled to a discount in percentage on items used in the service. Sales order of type ...

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0 Comments

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Category: Project Resource Management (648)

STATUS DETAILS
Needs Votes