Timesheet line imported via Data Managemet does not consider autofill for default settings
When manually entered a timesheet line, choosing a Project, the fields Customer, Name, Financial dimensions, Category, Line Property, Sales tax group are automatically filled. But when users Import Timesheet line entity without Category it is expected that it must be automatically filled default ...
Intercompany sales order/Purchase order project ID
Intercompany scenario between two legal entities that are setup for intercompany sales and purchases. When a project related intercompany purchase orders is created the corresponding Intercompany sales order is created but D365 must allow the Project ID to be selected on the intercompany Sales or...
Function to change all the displaying items by applying a language pack other than the basic language
* As an example, it is assumed that the basic language is set to [Japanese]. Even if installing the English language pack and change the language to [English] from [Personalization Settings], all the displayed items are not in English. When installing the language pack and change the language fro...
Ability to easily move multiple bookings when a task or multiple tasks get moved out on the timeline
Currently, there are two ways to move a booking. One is from the schedule board and another is to edit the booking record. When a project record is staffed at the beginning of the project, bookings are created for potentially the next 6 months for multiple resources. If the project schedule sl...
Allow mass publish of WBS
Currently each WBS has to be published individually. For customers with a large number of project, this can be quite cumbersome, especially in case of data migration. It would be great to have a functionnality that allows to publish more than one WBS at a time.
Enhancing Project WBS to schedule vendor activity as ressource
Hi, In services industry we often need to manage vendor as resources because our line of business is to deliver to our customer a project management service and not directly services or work that are the main purpose of the project. Currently we have no way to schedule vendor activity directly f...
project sales agreement on sales order inconsistency
When you attach a sales agreement (for discounts) to a project you can only get a sales order that combines the price group on the project with the discounts, by starting from 'all sales orders' form in Sales and marketing and selecting the sales agreement. When you start from the project >...
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
Live Tile on Employee self service workspace to show assigned project tasks for the resource
On the Employee self service portal, introduce a new live tile to show all the task assignments for the worker, specifically the project WBS tasks, that they are hard booked against. The employee should be able to view the task details and also be able to mark task as complete on this view.
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
Manage projects and bookings in your calendar (Project Service)
Why was this feature disabled? It is the perfect feature to implement in the solution we are delivering to our client at the moment. We are working with PSA and resource bookings. Is there an other solution that works like this?
System prompts for credentials every time, when customer is trying to open a WBS through MS Project Integration
Customer would like to have the ability to save the already entered login credentials for at least 24h or at least to login only once.
Administrator
In the Ocotber 2023 release wave, we are working on an exprience to aling assignments and booking on a project when assignments moved due to change of schedules