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Improvements related to Project Tasks - Please prioritize!

After contact with Microsoft in a support ticket I was asked to present my questions as a collection of ideas related to the same topic.


1)     The Project Task grid view columns should be possible to customize


  • It is necessary to be able to add default columns to the Project Task grid on, such as Start Date, End Date, % Complete, etc. These default column settings should be added automatically each time a new project is created. It is very time consuming for Project Managers to have to adjust the grid view for each project, so this functionality is vital.


2)     It should be possible to customize the Project Task quick look window that opens from the grid on a Project


  • There are certain fields, such as "Project Transaction Categories" and other Project Task related fields that are beneficial to see from the project task quick look window - without having to open the project task in a separate tab.


3) It should be possible to unlock or override the grey non-editable fields on a Project Task


  • For a lot of projects the project tasks and sub tasks are not possible to outsource to a resource who should then enter time through time entries in order to update a project task.
  • It has to be possible to choose if a project task progress (all the now grey fields) should be editable directly from the grid view or in the project task quick look window.
  • Possibility to edit the progress of a project task directly by the Project Manager is essential, otherwise the system get's to complicated and users will not follow the processes if not all department and functions are not integrated to work in D365.



4)     It should be possible to add default Project Buckets that will always be set on newly created Projects


  • This is essential for project management, and will otherwise be a very time consuming activity leading to unhappy users.
  • It should be possible to create business rules etc setting the default Buckets based on a specific project type or similar.

 


5)      It should be possible to add default Project Sprints that will always be set on newly created Projects


  • This is essential for project management, and will otherwise be a very time consuming activity leading to unhappy users.
  • It should be possible to create business rules etc setting the default Sprints based on a specific project type or similar.



6)     It should be possible to add default Labels that will always be set on newly created Projects


  • This is essential for project management, and will otherwise be a very time consuming activity leading to unhappy users.
  • It should be possible to create business rules etc setting the default Labels based on a specific project type or similar.



7)     It should be possible to add default “Conditional Coloring” that will always be set on newly created Projects


  • This is essential for project management, and will otherwise be a very time consuming activity leading to unhappy users.
  • It should be possible to create business rules etc based on a specific project type or similar.


STATUS DETAILS
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Comments

R

Very important functionality.

Category: Project Planning and Tracking