Project list page: User specific setup of project filtering
Some users always want to see all levels which means that they must select the option 'All' every time the window is opened. The selection setup must be made user specific so the window is opened as the last time used.
Feature to create new lines in the contract lines tab of sales order data after receiving an order
With the current functionality, it is not possible to create new lines in the contract lines tab after an order has been received.
However, if we want to use the same sales order data to manage the excess of the contract after the order is received, the feature to create a new line in t...
About customizing the dialog box after clicking the copy week button on the time entry screen of the Project Operations app
On the time entry screen of the Project Operations app, click the Copy Week button in the dialog box "Start Week", "Start Date", "End Date", etc.
The display name is confusing to users, so the weekly copy feature is not familiar to users.
From the above, we want to make the display...
Link language settings for the Tasks view (Project for the Web) to Dyn365 language settings
Link language settings for the Tasks view in Project in Dyn365 Project Operations - coming from Project for the Web - to Dyn365 language settings, i.e. not using the format settings for this. Some users want to change their format e.g. to German format but still use English language across Dyn...
Out of Box Power BI reports for Project Operations
As of now many of the Reports which were available in D365 F&O Project management and accounting are disabled when we turn on the Project Operations. If these reports are going to be deprecated, it would’ve been nice for the product group to have recreated them in PowerBI prior to making them un...
Possibility to save a "Group by" in a personal view
It would be great to be able to save a personal view with the applied "group by" option. So that I do not have to apply the "group by" again everytime I want to get an overview via my personal view.
This would reduce the amount of clicks and makes the usage of personal views more effici...
Subtotals on all Grid Views Values - Replicate grids in Finance & Operations
In Finance, all grid views are able to be filterable with ability to SUM/AVERAGE/MAXIMUM/MINIMUM.
In Proj Ops, grid views are not able to be filterable with a subtotal ability.
Idea: to align with Finance and allow grid views s...
Enable Read-Only Custom Fields in Project - Grid View
Currently, custom columns added to the Project - Grid view are fully editable.
Customers have expressed the need for greater control over these fields. Specifically, they would like the ability to configure certain custom columns as read-only, to prevent unintended edits and m...
Adding a Billing Type field to the Schedule Board so that users can specify the billing type when booking a resource
Suggestion: Please consider adding or allowing users to edit the schedule board and add Billing Type field which billable/ non-billable choice is available when booking a resource since one resource might be billable this month but non-billable next month (which project team can't control).
Enable Read-Only Custom Fields in Project - Grid View
Currently, custom columns added to the Project - Grid view are fully editable.
Customers have expressed the need for greater control over these fields. Specifically, they would like the ability to configure certain custom columns as read-only, to prevent unint...
Administrator
Thank you for this idea. The reports should already be downloadable from LCS Shared asset library under Power BI erport model. You can download "Practice Manager".