6

Add document attachment functionality to project tasks and project planning lines

There are project tasks that contain a lot of documentation, as well as planning lines, so it would be interesting to have the facility to attach documents natively and specifically at these levels, in addition to that of the main project card.

Thanks

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Category: Project Management (222)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team
6

Possibility for Posting via Sales Order Directly to a Project

Possibility for Posting via Sales Order Directly to a Project:

The sales module is often used for preparing sales quotes and sales orders, as it is easier to execute from here than through the project module. Therefore, I propose that it be made possible to post sales di...

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1 Comments

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Category: Project Management (222)

STATUS DETAILS
New
5

Project Budgeting and Costs Follow-up

BC allows to do some project planning that is then correct to the costs (and billing) transactions. This is nice for detailed planning of what needs to be done on a project.


But a most common requirement is to be able to create financial budgets on a project, to track revision...

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Category: Project Management (222)

STATUS DETAILS
New
5

Not editable Task line and Planning line when the status is "Completed"

Hi,

I have an idea about Job.

Would you please change the system that Job Task lines and Job Planning lines cannot be editable by users after when Status is "Completed" on the Job Card? Job Task lines and Job Planning lines are editable only when the Status is "Planning", "Quote", ...

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0 Comments

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Category: Project Management (222)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team
4

Treat the Item Qty on a jobs planning line as a demand in Business Central


Hi, I'm a Dynamics Community super user and encountered a gap in the integration between the Jobs module and the Sales module while working on a project involving job-related tasks. This issue shows in several ways:


1. Planning Line Item Quantity Not Recognized as D...

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Category: Project Management (222)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for reaching out,

Please explore the "Apply Usage" toggle in the Project Card (you can also configure it to be enabled by default in the Project Setup page). It will include planning lines into demand, allow reservation and warehouse handling. For more information, see https://learn.microsoft.com/dynamics365/business-central/projects-how-setup-jobs?tabs=current-experience

Behavior you see in 2 and 3 is by design. Project module separates sales from usage/consumption. Usage/consumption will result in the creation of item ledger entries. For more information, see Record Usage for Projects and Manage Project Supplies.

Kind regards,
Andrei Panko
PM, Microsoft
3

Add Work Description to Project card

Would be good to see the work description that is part of a sales quote also incorporated into a project quote. Adding text lines into the project is limited on space and it also carries over a $0 dollar values onto the quote.

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0 Comments

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Category: Project Management (222)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team
2

Connection of Warehouse Shipments to Projects

I have had several instances where a Client Use-Case would need to create a Warehouse Shipment from a Project Task Line.


These Clients need to be able to generate a BOL from the Project Task Line as they complete Item invoicing from the job task lines.


Because...

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1 Comments

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Category: Project Management (222)

STATUS DETAILS
New
2

Payments on Projects

Customer payments can be entered via cash receipts and applied to invoices related to a project.


These payments after posting are visible via customer ledger entries.


There is no reporting within the project card general fast tab task section or details sectio...

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0 Comments

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Category: Project Management (222)

STATUS DETAILS
New
2

Extension of deferrals functionality to the projects/jobs module and project/job ledger entries

The deferral functionality allow us to recognize expenses and revenues in the general accounting based on the deferral schedule specified by users. In case of a purchase invoice linked to the project/job module, the expense is deferred to the accounting pe...

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Category: Project Management (222)

STATUS DETAILS
New
2

Allow Switching to Multiple Customers on a Project with Existing Entries

The new support for multiple customers per project is great, but currently it's not possible to switch to "Multiple Customers" if project entries already exist. This is too restrictive.


Suggestion:

Allow switching to "Multiple Customers" even if entries exist, but lock t...

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0 Comments

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Category: Project Management (222)

STATUS DETAILS
New