17

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. 

Read more...

2 Comments

Read more... 2 Comments

Category: Project management (517)

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

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Project management (517)

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Project management (517)

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

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Project management (517)

STATUS DETAILS
New
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...

Read more...

0 Comments

Read more... 0 Comments

Category: Project management (517)

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

"Method of Payment" should be displayed on Project contract - Funding sources - Details

On D365 for operations – Application version: 7.2.11792.56024, Platform version: 7.0.4709.41171 – Project contract – Funding source – Details is missing the field “Method of Payment”. Customer is expecting this field to be available on the Funding sources li...

Read more...

0 Comments

Read more... 0 Comments

Category: Project management (517)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
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 &...

Read more...

2 Comments

Read more... 2 Comments

Category: Project management (517)

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

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Project management (517)

STATUS DETAILS
Under Review
Ideas Administrator

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

Sincerely, Annette Bruer,  PM, Microsoft

14

Flag "Eliminate with WIP warnings" to be available through the periodic function.

Customer would like to use the flag "Eliminate with WIP warnings" in "Eliminate estimate" form which can't be used through the periodic function because it's disabled. In short, customer is still convinced that the flag "Eliminate with WIP warnings" is extremely useful in the periodic function, b...

Read more...

0 Comments

Read more... 0 Comments

Category: Project management (517)

STATUS DETAILS
New
14

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Project management (517)

STATUS DETAILS
New