41

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...

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2 Comments

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Category: Project management (462)

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 

39

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...

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0 Comments

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Category: Project management (462)

STATUS DETAILS
New
39

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...

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0 Comments

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Category: Project management (462)

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 

38

Rebate and discount functionality for project quotations

It should be possible to enter discounts on project quotations.

  1. I want to be able to give discount for a quotation line - not just for items but also hours.
  2. I want to be able to give a total Discount in %
  3. And I should be able to make an end price, say instea...

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    1 Comments

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    Category: Project management (462)

    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 

37

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 ...

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1 Comments

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Category: Project management (462)

STATUS DETAILS
New
35

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.

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0 Comments

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Category: Project management (462)

STATUS DETAILS
New
35

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...

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3 Comments

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Category: Project management (462)

STATUS DETAILS
Under Review
Ideas Administrator

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

Regards,

Kim Nelson

Program Manager, Microsoft 

 

33

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.

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0 Comments

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Category: Project management (462)

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 

31

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...

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0 Comments

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Category: Project management (462)

STATUS DETAILS
New
29

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.

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1 Comments

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Category: Project management (462)

STATUS DETAILS
New