A Project Quotation shall allow to complete both Sales Prices and Costs in the same currency
In the Project Quotation WBS, all the project costs have to be completed in Legal entity accounting currency which is different than the project sales currency, but there isn't any report/screen/form that allow the user to see the quotation estimates and totals both in the same currency (project ...
Ledger posting setup for Project Revenues based on Customers
Within the table relative to the posting setup of project revenues, you cannot select the Customer group: you can only select a Funding Source after the Project. Basically, if you need your Revenues to be accounted based on the final customers' nature, you may end up creating Project Groups repl...
Report sorting fields should available in project list page
Report sorting fields in project for KPI and project filtering. However, the fields are not available in the project list page. This is really a wish. I think I have got this request from all customers I have been in touch with, who are using Project management and accounting.
Partial customer retention release
In some cases, it would be useful to be able to request only a partial amount of the customer retention of project invoices. Right now you can only request full amount attached to each project invoice. It would be useful to allow the user to select a percentage of the overall retained amount. F...
Direct Unit Costs on Resource Card based on table data
Enable the Direct Unit Costs / Indirect Cost and therefore Unit Cost on the Resource card to be based on table data. The Direct Unit Cost / Indirect Cost would show the latest values saved to the table. When processing WIP with respect to timesheets or Job Journal Entries. The value in Direc...
Dynamics 365 Finance Projects Customer invoicing billing Project task header Explosion
Wish there is future option to easily explote a project task header tasks within customer project invoice line for the purpose to easily invoice or select task header lines exploted within invoice lines from customer project invoice line entries. Not featuring project invoice line explosion, use...
When assign a resource to a task, the resource gets default role in the project instead of task role/default role on resource
A Project Resource can get a default or not default role. If we assign the resource to a WBS task with the same role, we expect this to be reflected in the Project, under 'Project team and scheduling' tab. The actual result is that the Resource is automatically reflected there as Team member, wh...
Customer can select "deprecated regions"
Customer can select "deprecated regions", when they create cloud hosted. This Docs says : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/deployment/deploymentfaq#what-regions-are-supported-on-self-service-in-north-america "Central US is no longer being provided as an option ...
Schedule Assistant - Personalized Default View Mode
The current design is when the schedule assitant is opened, the default view mode is automatically chosen based on the "available duration" of the filter. eg. if filtered availabe duration > 20 hours, the default view is "Days"; if > 10 days, "Weeks" is chosen I would like to add a new personali...
On WBS, Resource search field should be able to search multiple fields on Team Member (instead of just name)
Currently, when user assign a named resource from the search box in the Resource Selector, user can search resource only by the name of the resource. However, in practice, there are many situations where user wants to search resource by the attribute of the resource, not by name, such as shift, p...