11

Add activity to project fee budgets and actuals

Project-centric organizations like ours budget project fees down to the activity level and have actual fee transactions down to the activity level as well.  The project WBS screen allows fees to be added to activities, but it doesn't currently go past the WBS.  Any project budget or ...

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Category: Project management (473)

STATUS DETAILS
Under Review
Ideas Administrator

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

10

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...

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Category: Project management (473)

STATUS DETAILS
New
10

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.

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Category: Project management (473)

STATUS DETAILS
New
10

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...

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Category: Project management (473)

STATUS DETAILS
New
10

Ability to select an exchange rate for a projects transaction (invoice or credit note)

Require functionality to select an exchange rate or exchange rate date for an specific transaction (be it invoice or credit note) on projects module. This is to avoid having a Customer Invoice generated from Projects module to have a different exchange rate to the Credit Module generated from Pr...

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Category: Project management (473)

STATUS DETAILS
New
10

Manage project budget without project categories

Some of our clients want to control project spend based on the total project budget instead of project spend by project categories. At the moment the project budget has to be recorded against specific categories, it would be useful to have the ability to record budget without having to specify...

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Category: Project management (473)

STATUS DETAILS
Under Review
Ideas 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 

10

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.

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0 Comments

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Category: Project management (473)

STATUS DETAILS
Under Review
Ideas 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 

10

WBS level activity status control Not working

As per setup at the WBS level the activities which are manually set to IN progress shall only be seen in the drop-down menu, but user can see all the tree nodes of WBS. System need to consider the status of Activity and accordingly system must filter the data/record as per status

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2 Comments

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Category: Project management (473)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion. We will consider this for a future release.

Regards,

Kim Nelson

Senior Program Manager

10

Should be possible to add attachments after a workflow has been submitted

I try to attach files or create notes on Project Quotation after Status created.
The Project Quotation is locked for editing after workflow is submitted and /or Quotation is sent. At this Moment we are not able to attach files to it.

Repro steps:
1. Create Project Quotation<...

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2 Comments

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Category: Project management (473)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

Sincerely,

Kim Nelson

PM, Microsoft

10

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...

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Category: Project management (473)

STATUS DETAILS
Completed
Ideas Administrator

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