Make the Schedule Board Project-Aware
The Schedule Board, in its current layout, has no way to pivot on projects. For example, if I am a scheduler, and I need to make sure a project is completely staffed and scheduled before I release it to start, while also looking at other concurrent projects to see how staffed they are, there ...
Project management and accounting feature required to calculate a percentage mark-up on actual purchase cost
For Constructions industry, most of the contracts with the end customers require to recognize costs as soon as possible and to charge those costs onto their customer. This also serves a cashflow requirement to recover costs as soon as possible. The end customer also audits the client system and r...
Price Group cannot be attached on funding source at project contract level
When using price groups to define sales prices for a customer, we would like to have the possibility to attach the price group on the funding source (which is the customer) on the project contract form. With the current operation of Dynamics, it is only possible to attach the price group at the...
Resource name not updated after being modified in Global address book
Whenever customer is modifying the worker name from global address book it should impact the related project resource. This is the product suggestion for Design limitation 427558
Item requirements for non-stocked items
There are customer scenarios where the business process requires to create Item requirement for non-stockable items. Currently the system is creating 2 Project posted transactions, one with Transaction origin Item requirement with value on Total sales amount and one with Transaction origin Pur...
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
Adjust transactions log/report
The adjust transactions process (Project management and accounting > Periodic > Transactions > Adjust transactions) needs to have some sort of log or way to view exactly what has been done. This could be a report to be produced within the posting process, or it could be a grid page th...
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 control for Project Purchase requisition includes Sales tax amount
You are not able to perform Budget control in Projects as expected, because 'Sales tax amount' is controlled as well. I mean sales tax amount is budgeted controlled as well. It should not be controlled. Budget control should include only Purchase requisition cost. For example. If Project cost ...
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
Additional resource type in Project Management and Accounting Module
The only resource type in Project Management and Accounting module is Worker but most of the customers need to plan not only workers but aslo machines, equipments etc. In the Production Control module we can assign machines, equipments and employees etc. Same structure should be provided in th...
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 lookup like the customer lookup
The customer lookup has a very user-friendly functionality to be able to lookup customers by name if you start typing a name in the lookup field. Implementations that make use of the project module have to select the project ID a lot throughout dynamics (like in a timesheet). I think it would ...
Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft
Prepopulate project dimension on the project table
If the project dimension is enabled the project dimension should equal the project id upon creation of a new project. Perhaps this can be a new parameters setting.
This is modification is always requested when the project module is used.
The same principle can be applied fo...
This functionality is available by enabling the option on the financial dimension "Copy values to this dimension with each new Project created". When enabled, the Project backed financial dimension will set the default value to the new project when the new project is created.
Sincerely,
Kim Nelson
PM, Microsoft
Administrator
Thank you for your feedback. Currently this is not in our roadmap, however, we are tracking it and if we get more feedbacks and votes, we may consider it in the future.
Sincerely,
Gilberto Onodera
PM, Microsoft