Import forecast into project budget in batch now from multiple projects
Project forecast data can be imported into project budget per project. D365 finops does not allow bulk import of forecast data across multiple projects to activate project budget. Enabling mass import of forecasts from multiple projects will reduce time being consumed in activating project bud...
Project Timesheet - Mobile APP, opens on draft timesheet when deleted it opens another when it should default to menu
Presently, when a user is using the Project mobile timesheet app it opens on draft timesheet. This is a welcome feature to the app as it can speed up data entry and make it more efficient to use. However, in certain cases the user may not require the draft timesheet so they attempt to delete . W...
Add the Product Search feature on Project sales transactions
Same as the Sales transaction processes for Sales quotation and Sales orders, it would be really helpful to add the Product Search feature for the following Project Sales transaction forms: - Project quotation - WBS - Item requirement By adding this feature, it would help a lot the user to ident...
Project customer invocie advanced default description
Inability to create/add default description advanced parameters for project - customer invoice on default description area. the business would benefit from the extension of this function aiming to have same behavior of free text invoice and sales invoice where the description can be taken form t...
"Expand all" option should remain selected when changing the view from Cost estimates to Scheduling and going back to Cost estimates
In WBS task when selecting Expand all option from the “Expand to” filter in Cost estimates view and switch the view to Scheduling and back to Cost estimates, the entries should remain all expanded instead of partially expanded.
Transacting & Forecasting Feature change
Within Project Management and Accounting you have the ability to create an original budget against a project, this is key management information and allows business to assess and make informed decisions. Further to this each month a budget revision can be made allowing you to accept the costs in ...
Allow different currencies on funding sources
When having several funding sources on a project contract the currency is set based on the currency from the project contract. The currency on the invoice transactions should be the currency based on the customer currency. Simple example: The currency on the project contract is EUR Two funding...
Need to add deduction to project invoice
Business Scenario Company is having a fixed price project signed with one customer with below criteria - Milestone are o First Milestone - 100,000 $ o Second Milestone 200,000 $ o Last Milestone 300,000 $ - Retention term 10% to be deducted from each milestone till the work is completed 100% -...
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 and forecast
The budget and forecast frameworks do not work well together yet and should provide the ability to establish a original budget and then forecast over the lifetime of the project to complete. The fundamentals of a project management is to establish a budget for a project. This budget should nev...
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 invoice for every delivery note - confirmed date in future
If a Project Sales order is created with a Confirmed Ship date in the future (example 6th November), and the packing slip/delivery note is posted today (5th Nov), then this Sales order does not show up on...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Regards,
Kim Nelson
Program Manager, Microsoft
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