Request for the addition of functionality to retrieve the username of the user who made the actual modification and to check the date when "Project for the Web ModifiedBy" was updated, when using the "Project for the web ModifiedBy (msdyn_pfwmodifiedby)" field in the project table.
Currently, when attempting to track the name of the user who made the most recent changes in the Project app, even when utilizing the "Project for the web ModifiedBy (msdyn_pfwmodifiedby)" field in the project table, there is no functionality to retrieve the username of the user who made the a...
Feature Improvement Request for Applying Calendar Templates to Resources
Applying a calendar template to resources can currently be done using one button in the "Calendar Settings."
However, the application of the calendar template is limited to a maximum of 25 resources.
If there are hundreds of resources, you need to repeatedly execute the...
To change the effort remaining in the task tab (not just the tracking tab).
We are a service based company, our quotes are based on hours. It is important the the effort quoted and assigned to resources per task does not change. Throughout delivery, we need the ability to accurately calculate the % complete in order to recognize revenue and for resource assignment.
Project management and accounting Module-project invoices picking up incorrect GST codes, instead of following customer's GST or Exempt profile setup.
The project invoice form for the GST group is currently generating inaccurate values for each invoice.
When we attempt to check the GST group in Visual Studio, the data is processed for localization purposes, which causes the incorrect GST group to display, rather than the cor...
Provide a Master List of Errors with Root Causes and Steps to Fix During Project Conversion After PSA to PO Upgrade
As organizations transition from Project Service Automation (PSA) to Project Operations (PO), they often encounter various errors that can disrupt the upgrade process. To streamline this transition and minimize downtime, it would be highly beneficial to have a comprehensive master list of pote...
Feature to Delete Actuals
Currently, there is no function to delete achievements, and there are no realistic plans to implement this function.
There is a restriction on achievements that prevents achievement data from being deleted from the system, and this is set to protect the integration with financ...
Document Management for Project Tasks
On large enterprise projects, many tasks can require supporting documentation to demonstrate completion of the task. Integration with SharePoint for document management should match the WBS hierarchy, to allow for a good user experience. For example, task 1.1 should have a corresponding folde...
Enable partners to disable plug-ins for data correction (only)
When using Porject Operations intensively, with many data conversions running and many batch processing jobs running, chances are, there will be some hick-ups in the process, possible causing corrupt data.
This, for instance now happened multiple times with one of our biggest ...
Include Project Operations in CDX Tenant Demo for Dynamics 365 CE subscription
Currently, the CDX.DEMO tenant does not support Project Operations (PO), and there is no dedicated demo available for it. While customers can use the CDX Demo Experience to explore Sales and Customer Service, and PSA is available (albeit with compatibility limitations due to old licenses), the...
I would like to be able to customize the “type of worker” option
Currently, the ability to customize the “worker type” is not implemented.
The addition of this feature would improve convenience for users.