Allow Item Requirements on projects, where the project contract has more than one funding source.
When working on a project, where there may be more than one funding source, we would like to be able to add or edit item requirements.
Allow cost refresh of intercompany timesheets
We typically cost our resources once all of the time has been submitted prior to posting the timesheets. This is problematic because the timesheet grabs the cost price and sales price at time of creation. It would be great if there was a way to "refresh" the cost/sales prices prior to posting a t...
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...
Project Quotation - Indirect costs
Indirects costs should be active on project quotation to get correct costs, totals and effort. You now have deviation on costs on Project Quotation and Project Forecasts after lines are transferred from project quotation.
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
automated task for filling project timesheets
Problem statement : it's painful to fill timesheet's every week by tracking other resources and is highly time consuming. Rather this task of filling timesheets could be automated by integrating with the time loggers like jira tempo sheet (Micro management tracker used for logging day to day a...
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
Retrieve customer financial dimensions from the customer on a project contract funding source
Dimension linked to a customer as funding source on a project contract are not retrieved on the Project Sales Order. Only the project dimensions linked to the project (header level) are transferred to the project sales order. It would be nice to have the customer financial dimensions transferr...
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
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
Thank you for your feedback. We are re-categorizing this feedback to get it in front of the right team.
Sincerely,
Johan Hoffmann
PM, Microsoft
Open in Excel feature is not supported by Project quotation WBS form
User creates a new WBS structure for Project quotation. The structure is complex and user wants to edit the WBS in Excel, but there’s no standard template delivered by Microsoft for Project quotation WBS. Also when user creates a new template it is being ignored by Project quotation WBS ...
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
Provide the option to COPY Purchase order lines from Project Budget/Forecast/WBS
Many project/service organisation operate through some kind of sales process to agree a budget prior to commencement of actual delivery of project/jobs upon agreement by the client.
D365O projects now provide good options of managing budgets/forecasts either via the WBS and throug...
This capability has been added to the modern Project Operations. Given this is a project manager experienece, a PM can click on "Subcontracting options" to create a subcontract or a subcontract line on an existing subcontract on the Dataverse capabilities.
Feasibility to add custom field on booking tooltip in Dynamics 365 Project Operation Schedule Board
Currently we are not able to add a custom field in Schedule Board booking tooltip view when the Monthly view is selected. It will be better if the custom fields are allowed to be added to booking tooltip view in Schedule board.
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