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Project Budget Balances report is very useful detailing Actual (Consumed and Committed) v Budget (Approved and Unapproved) however it only provides information for one project structure and even then it is limited in that you have to click on each sub-project to show the actual v budget against that sub-project All customers I have spoken with require Project Budget Balances to be made available for more than one project, preferably as a BI report as there is no Standard D365FO report which can do this. The benefit of having Project Budget Balances as a BI report allows project related team members and finance team members to have full real time visibility of projects they are looking after in one place across entities with all required financial information against budget.

STATUS DETAILS
Planned
2022 Release Wave 2
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 

Comments

J

This suggestion is very valuable. In the project environment, PMO Managers want to see an overview at a glance of the status of all their projects. Managers are highly appreciating single-screen analytics. Currently the only alternative offered by the projects module is to click on each project and go to the Project Budget Balances to see their respective analyzes. Obviously this is not going to be done by any PMO or CFO or CEO Manager.

Category: Project Accounting