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.
- Client may use...
STATUS DETAILSCompleted
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.
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
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.
This capability has been added to modern Project Operations experience as part of the PRoject Budgeting and Time - phased forecasting capability.
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...
This works in this expected way in modern Project Operations.
Provide the option to COPY Purchase order lines from Project Budget/Forecast/WBS
Many project/service organisation operate through some kind of sales process to agree a budget prior to commencement of actual delivery of project/jobs upon agreement by the client.
D365O projects now provide good options of managing budgets/forecasts either via the WBS and throug...
This capability has been added to the modern Project Operations. Given this is a project manager experienece, a PM can click on "Subcontracting options" to create a subcontract or a subcontract line on an existing subcontract on the Dataverse capabilities.
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...
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
Provide ability to include Resource role on project quotation lines
In the Project Quotations functionality, there is option to create a Work breakdown structure, where you can create your project estimates (Costs and revenues) and include resource roles. However, in most cases, you don't necessary need to create a WBS while you ar...
This capability exists in modern Project Operations experiences.
Administrator
Thanks for submitting this idea. A new grid control now allows subtotals for amounts on the On-account Project 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