Ability to Append the Client Name on the Booking Card of the Resource Board
In a Schedule Board, the expectation is that a user can see the Client / Account name on the board itself (in the title of the card) without the need to hover over the booking. The job name is not informative enough, as many jobs share the same name. This feature is currently available for the...
Enhance the Specify Pattern Window to Choose a From and To Date for Pattern Definition
Currently, the Specify Pattern window allows us to define the pattern for each day, one by one.
It will be good to have an option where we can set the From and To dates and choose how many hours we need for days in this window, and the system can default. Users can override the pattern ...
Show approved time off in schedule board
In the Board Settings display a toggle control to allow showing the approved time-off in the schedule board. The default value should be toggled-on. In the board itself display the time off with a customizable color, the reason and the duration.
Resource Utilization Chart for Delivery Project
Currently the resource utilization chart/view supports sales project. There are situation where we create project without project contract. We do have resources in the project. We would like to see the overview utilization of each resources and to drill down to each project that contributes th...
Make the Schedule Board Project-Aware
The Schedule Board, in its current layout, has no way to pivot on projects. For example, if I am a scheduler, and I need to make sure a project is completely staffed and scheduled before I release it to start, while also looking at other concurrent projects to see how staffed they are, there ...
Planned resources display in resource fulfillment grid
In the Resource fulfillment form, the display is based on availabilities for Planned resource and Available resources sections. It would very helpful if resource planners can choose to have a view based on Reserved hours and Remaining hours to fulfill or each section (Planned ...
Resource lookup requires at least 3 characters for search in "Task" tab
Current behavior:
When users try to find a resource for a specific Task in the "Task" tab of a Project record, it doesn't show any result (No results found) if they put only 2 characters.
Dynamics 365 Self service timesheet policies for resources replacement or backups
Featuring option for any employee to easily access the timesheet schedule for resources replacements or backups, maybe optimum ideal, for repuporse to identify policies, replacements, accountable, not accountable...
Provide option to number of generic resources when assigning generic resources on a project task
Currently, if I need more than one generic resource for a role(Let's say 2 Java developers for a task), I need to add the generic resource 2 times.
when a sub module is closed, user will still be able to book on it using general journal. For example, when vendor is closed, AP journal will give error but GL journal will allow to book.
When Sub module Customer & Vendor set to None under Ledger period setup then system will restrict users to enter any transactions for Vendor & Customer (Accounts receivable & Accounts Payable) but same will be allowed from General Ledger module.
Whereas in 2nd case...