61

Provide a TOTAL box on the On-account transactions form

The on-account transactions form holds lines for the different on-account transactions (Milestones, Deductions, Prepayment Journal lines, Beginning balances) depending on the project type. They can be created either via Billing rules or manually. 

 

34

Provide a TOTAL box on the Project Forecast

When Project Admins enter the Project Forecast manually, there is no total on the forecast entry window for data validation.

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1 Comments

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Category: Project Resource Management (648)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for submitting this idea.  A new grid control now allows subtotals for amounts on the Project forecast form.  Just right click on the column and select "total this column."  More information on the grid control can be found here:

Grid capabilities - Finance & Operations | Dynamics 365 | Microsoft Docs

Andy Choi

Program Manager, Project management and accounting 

Microsoft 

10

Prepopulate project dimension on the project table

If the project dimension is enabled the project dimension should equal the project id upon creation of a new project. Perhaps this can be a new parameters setting.

This is modification is always requested when the project module is used. 

The same principle can be applied fo...

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0 Comments

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Category: Project Resource Management (648)

STATUS DETAILS
Completed
Ideas Administrator

This functionality is available by enabling the option on the financial dimension "Copy values to this dimension with each new Project created". When enabled, the Project backed financial dimension will set the default value to the new project when the new project is created.

Sincerely,

Kim Nelson

PM, Microsoft