16

Project Invoice Proposal includes Sales Order Lines partially delivered later than End Date

There are customer scenarios where the business process requires to have multiple Packing Slips/Delivery Notes for a specific Project Sales order line. Accordingly, the customer needs to invoice only delivered items up to a certain date. Currently, when creating a Project invoice proposal and se...

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Category: Project management (462)

STATUS DETAILS
New
16

Automaticaly update the total forecast when budget is revised

The estimates in the D365FO project process are only based from total forecast model (or one of the forecasts models), and not from a budget. As many companies in private sector use the budget to track the different revisions (not allowed in the forecast), it means that you must update manually...

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Category: Project management (462)

STATUS DETAILS
New
16

Derive sales tax group form project in Project Free Text Invoice

In project you have the option to derive the sales tax group from the project or via a waterfall method (Project-Project Contract-Customer Account-Search) This option only applies to project sales orders and not to project free text invoices. In the project free text invoices you only have the...

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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 

16

Project timesheet policy types

Like the vendor invoice policies, the project timesheet policy should have the option to apply different policies to different scenario’s. For example, if a project resource is associated to a default calendar of 20-hour, this resource doesn’t have to comply with the company projec...

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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 

16

Ability to export or view WBS tracking view report in excel sheet for analytics

Please provide excel export option or view in excel option for both effort tracking and cost tracking view in WBS tracking view page. This will help project manager to analyze the results in excel. 

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2 Comments

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Category: Project management (462)

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

15

Missing timesheet report should have extended options so a user/batch process can be configured to include/exclude timesheets created in alternative period codes.

Missing timesheet report should have extended options so a user/batch process can be configured to include/exclude timesheets created in alternative period codes. https://msdyneng.visualstudio.com/FinOps/_workitems/edit/445484

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Category: Project management (462)

STATUS DETAILS
New
15

Allowing manual selection of resource when creating fee from Project Invoice proposal

The system should allow you to pick the resource manually when creating fee in invoice proposal. Currently the system automatically populates the resource who is first in the resource/project validation list when resource/project parameter is set as mandatory.

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Category: Project management (462)

STATUS DETAILS
New
15

Rebates are not created when invoicing Project sales order

On sales orders type project, rebates agreement are taken into account and we can see the calculated rebate in lines details for each lines that fall into rebates agreements. When invoicing the sales order type projects for which rebates have been calculated in lines details, the rebate is not...

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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 backlog and will be considered for a future release.

Regards,

Kim Nelson

Program Manager, Project management and accounting 

Microsoft 

15

Report formerly scheduled tasks in projects

Providing a report or inquirie, solving the problem of the issue, described below: ISSUE ===== In a project, tasks are planned, and employees are created as resources. Resources are scheduled until the project tasks are completely staffed. Thereafter, a plan change (e.g., due to illness or vac...

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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 

15

Transferring project transaction attachments to the project invoice

The ability to attach notes to a project transaction and have these notes visible within the project invoice once this transaction has been included in an invoice proposal / invoice.

Repro steps:
1. Go to company USMF in Demo build
2. Go to Project Management and Accounting &...

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2 Comments

Read more... 2 Comments

Category: Project management (462)

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