6

Recognize CC, POC project revenue in the contract currency

You know what I am talking about. The "estimated" revenue is always posted in the local accounting currency.

- If a "Percentage of Completion" or a "Completed Contract" fixed fee project has 2 milestones where the second milestone is billed at the end upon the project acceptance,

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2 Comments

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Category: Project management (482)

STATUS DETAILS
Under Review
7

Parallel project valuation: CC & POC method

Hi,

International operating companies often have to follow the CC accounting method to comply with local GAAP regulations while group accounting rules require the use of the POC accounting method.

Problem:

Project module does not know parallel value models / valuation stru...

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0 Comments

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Category: Project management (482)

STATUS DETAILS
Under Review
14

Multiple project stage changes

Hi,

Currently users cannot change the project stages of multiple projects that are not related to each other and arranged in main- and sub-project.

This results in a situation where users have to select one project after the other if they want to close it, which can take a lot of...

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0 Comments

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Category: Project management (482)

STATUS DETAILS
Under Review
6

Ability to check out WBS to specific user and lock the WBS form to the checked out user

Currently WBS form is not restricted to the user who is setting it to draft mode. It is open for edit to any user in the system. Please add "Check out" and "check in" steps to the WBS form to enable draft edits to a specific user rather than all users.This will be a good change management syst...

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0 Comments

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Category: Project management (482)

STATUS DETAILS
Under Review
16

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. 

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2 Comments

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Category: Project management (482)

STATUS DETAILS
Under Review
8

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...

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2 Comments

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Category: Project management (482)

STATUS DETAILS
Under Review
54

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. 

 

82

Rename the "Estimates" for fixed-price project to "Recognise Revenue"

The word 'Estimates' have always been confusing for clients when is introduced to them first time. In addition a lot of clients use 'estimate' to actually mean the 'quotation'. 

Now that the fasttab which holds the estimate have been renamed to 'Revenue recognition' it will be...

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7 Comments

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Category: Project management (482)

STATUS DETAILS
Under Review
41

Provide ability to restrict 'Project Stages' by Security Roles or controlled by Workflow

Project stages can be very powerful to drive consistency of process when it comes to project setup, providing the ability to route the project setup to the different parts of the organisation who may have oversight either to the operation or financial aspects of the Project. 

The d...

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2 Comments

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Category: Project management (482)

STATUS DETAILS
Under Review
24

Make Project ownership fields (Project Manager, Sales Manager, Project controller) configurable or provide ability to rename and increase them

Very often in project implementation most businesses will have a number of project actors on the Project who have responsibility of projects i.e. Project Manager, Sales Manager, Project controller. 

These options needs to be made configurable or expanded to about 5 or 6 and provide...

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4 Comments

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Category: Project management (482)

STATUS DETAILS
Under Review