47

Rebate and discount functionality for project quotations

It should be possible to enter discounts on project quotations.

  1. I want to be able to give discount for a quotation line - not just for items but also hours.
  2. I want to be able to give a total Discount in %
  3. And I should be able to make an end price, say instea...

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    1 Comments

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    Category: Project Sales, Billing, Pricing and Costing (54)

    STATUS DETAILS
    Under Review
    Ideas Administrator

    Thank you for the suggestion! This has been added to our roadmap and will be considered for a future release.

    Regards,

    Kim Nelson

    Program Manager, Project management and accounting 

    Microsoft 

37

Change Requests added to existing Project Contracts rather than creating new ones

It should be possible to go through the sales cycle (Opp->Quote->Project Contract) with a change request, then at Quote Won, associate it with an existing Project Contract rather than needing to create a new Project Contract. Project Contracts can have many lines so why can't we just add whateve...

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3 Comments

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Category: Project Sales, Billing, Pricing and Costing (54)

STATUS DETAILS
Under Review
35

Naming of the prices, currencies and amounts in the Project transactions

The amounts and the currencies in the project transactions should be better displayed and on the project transaction entries both in Overview and General tab. For example, currently in the Project transactions “Total cost amount” is Accounting currency, where as in General under “View transacti...

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1 Comments

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Category: Project Sales, Billing, Pricing and Costing (54)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

Sincerely,

Andy Choi

Program Manager, Project management and accounting

Microsoft 

33

Enable quote revisioning so that new versions of a quote can be created

Quote revisioning is a frequent requirement in a sales process. Users are looking for a simple way to revision their quotes, based on fine adjustments to project scopes. With revisioning, an organization's quote process has transparency and changes are documented as revisions. Revised quotes also...

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0 Comments

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Category: Project Sales, Billing, Pricing and Costing (54)

STATUS DETAILS
Completed
Ideas Administrator

This targetting April 2022 release wave. Should land in the product before Sept 30 2022. Please keep track in the Release Plans for Project Operations here: Revision and activation of quotes - Dynamics 365 Release Plan | Microsoft Docs

33

Timesheet line copy within the same timesheet

Some customers would appriciate the option to duplicate an existing timesheet line within a single timesheet. This would help for instance when the employees are splitting the working hours on several sub-projects. Now the copy function is limited to copying from other timesheets or favourites...

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2 Comments

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Category: Project Sales, Billing, Pricing and Costing (54)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion! This has been added to our roadmap and will be considered for a future release.

Regards,

Kim Nelson

Program Manager, Project management and accounting 

Microsoft 

27

Project quotation - Sorted by WBS PSP code instead of sorting by activiy number

Actually the project quotation lines are sorted by activity number. If the WBS are updated with new lines in the WBS - not at the end of the WBS - the project quotation is still sorted by activity number. So the quotation lines are not anymore structured. Idea: At a editable position number in...

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1 Comments

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Category: Project Sales, Billing, Pricing and Costing (54)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion! This has been added to our roadmap and will be considered for a future release.

Regards,

Kim Nelson

Program Manager, Project management and accounting 

Microsoft 

26

Role Based Pricing

The Role based pricing doesn't work correctly. There needs to be a parameter setting individually for Cost price and Sales price whether to use the Project role, the Default role, or the Project role and fall back to the Default role (if no Project role is defined). Most customers want Sa...

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1 Comments

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Category: Project Sales, Billing, Pricing and Costing (54)

STATUS DETAILS
Completed
Ideas Administrator

This capability is in the modern Project Operations architecture. 

25

Estimates from a Project Budget

The current situation is that it is not possible to manage the estimates directly from a Budget, but only from Forecasts. As the business reality is to use Budgets from a Project (Approvals, trace ability,....), and not Forecasts, it is logical to give the possibility to manage the estimates di...

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0 Comments

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Category: Project Sales, Billing, Pricing and Costing (54)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

Sincerely,

Andy Choi

Program Manager, Project management and accounting

Microsoft

24

Raise Quote with WBS Details

It should be possible to create a quote using a detailed WBS estimate instead of creating a Project, then doing a detailed WBS estimate and copying that to the Quote.

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0 Comments

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Category: Project Sales, Billing, Pricing and Costing (54)

STATUS DETAILS
Under Review
Ideas Administrator
Alan,
We are hearing this more broadly as well. Will take it up for consideration in an upcoming release wave. Please continue to watch this space for updates and information. As always, we do solicity more votes on ideas as that determines which ideas get the most attention. 

Thank you again!
24

Percentage Complete Billing

It would be great if a project manager could raise a project billing line by entering a project percentage complete. The system would then a) multiply this Percentage by the Contract Line value, then b) subtract the previously invoice amount, this would result in the amount that is to be billed. ...

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0 Comments

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Category: Project Sales, Billing, Pricing and Costing (54)

STATUS DETAILS
Under Review
Ideas Administrator
Alan Duhamel, 
Excellent feature suggestion. Will take up for consideration in the next release wave planning. Please do solicit more votes as well.