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 >...
Discounting functionality in Project module
Currently, we do not have discount functionality or an option to add the discount percentage on the header or line level on the project invoice proposal.
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
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...
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.
On-Account Project Budget
At the moment is not possible to convert an on-account forecast transactions into a project budget transactions (same as converting hour , expense, etc forecast transactions). This should be available in order to have the revenue budget for fixed price milestone based project revenue. At the mome...
Add an entity for un billed milestones
One can import invoiced milestones (on-account milestones) with a beginning balances journal, but not the un-invoiced, open ones. There is a strong need for an entity to migrate ProjOnAccTrans + ProjOnAccTransSale data.
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