Provide ability to restrict 'Project Stages' by Security Roles or controlled by Workflow
Project stages can be very powerful to drive consistency of process when it comes to project setup, providing the ability to route the project setup to the different parts of the organisation who may have oversight either to the operation or financial aspects of the Project.
The d...
Data Entity to import and migrate all the on account transactions for all projects
There must be a data entity that works to import and migrate all the on account transactions for all projects. The workaround solution provided was to use the forecast entities and import the project on account forecast and copy on account transaction from these forecast cannot be a real workarou...
Project Budget Balances as Power BI Report
Project Budget Balances report is very useful detailing Actual (Consumed and Committed) v Budget (Approved and Unapproved) however it only provides information for one project structure and even then it is limited in that you have to click on each sub-project to show the actual v budget agains...
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
Rebate and discount functionality for project quotations
It should be possible to enter discounts on project quotations.
- I want to be able to give discount for a quotation line - not just for items but also hours.
- I want to be able to give a total Discount in %
- And I should be able to make an end price, say instea...
STATUS DETAILSUnder Review
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
Send e-invoice automatically during posting of project invoice proposal
Extend the functionality of posting a project invoice proposal with the possibility to send the project invoice as an electronic document during the posting. (just like you can select the option to print the document during posting) With the current functionality a user has to post the invoice ...
Create Data Entities for Project Quotes
SalesQuotationHeadersV2 and SalesQuotationLinesV2 exist today which allow you create Quotes of type Sales using odata. There are no entities that allow you to create Quotes of type Project using odata.
Implement "Prices include Sales tax" on Project journals and Project SO
In B2C scenarios where Microsoft Dynamics 365 for Finance and Operations is the backend from Dynamics for Sales and Field Service, sales prices will come to Project transaction journals with Tax included.
The "Prices include Sales tax" feature exists on GL journals and normal...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Regards,
Kim Nelson
Program Manager, Microsoft
Make Project Report Sort Fields 1, 2, and 3 available to be added through personalization to the Project List Page
Make Project Report Sort Fields 1, 2, and 3 available to be added through personalization to the Project List Page. The fields can have important data that the customer would want to filter/report on from the Project List page.
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
Items used in a project owned by another legal entity
On timesheets and expense reports you can address a project in another company and post to these projects. If you consume items, this is not possible. It should be possible to do intercompany item consumption. E.g. you go to your own stock and get a part to be build into a prototype product. T...
Timesheet In-review status to be considered as committed cost
We would like Project Timesheets with status In-review to be considered as committed cost in project.
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