Work breakdown structure: Relation between category on planning with corresponding hour estimate line
As-is:
There is always created an estimate line with the 'Category' on the task (even if 'Effort (hours) is 0.00), and the 'Category' on the task is mandatory.
When you make changes on the task on 'Scheduled planning' and you existing hour estimate lines on 'Estimated costs and r...
Aging by Project Manage
For organisations which run projects as a central piece of their business (Professional Services), the ability to see AR Debt Ageing information by Project is critical. Ageing information is a key business KPI as it indicators customer satisfaction thus to prepare a Aging report by Project/Pro...
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
WBS do capture the progress percentage on the lines.
WBS doesn't capture the progress percentage on the lines. Currently it is only 100 or 0 and it can only marked as 100 when the activity is marked complete. It would be better if it can track the progress percentage from other transactions also (expenses, purchases). So the WBS can be automatical...
When posting estimate, the system always takes cost amount posted in the period to P&L
When running Cost Estimate the system to hit the WIP account proportionate to revenue recognized Percentage. D365 is recognizing the entire cost booked in WIP irrespective of percentage of revenue completion.
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 ...
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
Consumption of project items on product receipt with no item requirement
There exists current functionality for automatic consumption on product receipt if you use item requirement, and can then invoice the customer before posting the vendor invoice.
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
Multiple project stage changes
Hi,
Currently users cannot change the project stages of multiple projects that are not related to each other and arranged in main- and sub-project.
This results in a situation where users have to select one project after the other if they want to close it, which can take a lot of...
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
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...
Use Estimates Inquiry Report to Eliminate estimates for multiple Projects/lines
Enable the possibility to ELIMINATE more than one project at a time (for the same Estimate date) while using Estimates Inquiry from Project management and accounting – Inquiries and reports – Estimates inquiries and reports. Currently, after selecting multiple lines, the ELIMINATE button became i...
Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely, Annette Bruer, PM, Microsoft