User Profile

Live Tile on Employee self service workspace to show assigned project tasks for the resource


On the Employee self service portal, introduce a new live tile to show all the task assignments for the worker, specifically the project WBS tasks, that they are hard booked against. The employee should be able to view the task details and also be able to mark task as complete on this view.

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Category: Project Resource Management (527)

STATUS DETAILS
Under Review

Predefined filters on various list pages such as All Projects


Having predefined filters on the list pages will be a very handy feature for end users.

 For example on the All Projects list page, to see all projects in a particular project stage, they always need to follow several clicks to do the traditional filters.

It would be very us...

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Category: User Experience (439)

STATUS DETAILS
Needs Votes

Abiluty to assign multiple resource roles under the Schedule planning tab of Project WBS for one task


On the WBS of a project, a specific task can be performed by multiple project resources, who may play multiple project roles. Currently, on the WBS schedule planning, you are allowed to select only one role for a specific task, even though you  can assign multiple persons to the task. Pro...

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1 Comments

Category: Project Resource Management (527)

STATUS DETAILS
Under Review

Real time Project Task management and collaboration workspace within Dynamics 365 client


In Dynamics 365 Operations, we don't have a good way of managing project day to day WBS tasks and collaboration on the tasks in real time. All it allows to do now is create a collaboration workspace, which is SharePoint, but there collaboration is not real time.

It would be very useful ...

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Category: Project Resource Management (527)

STATUS DETAILS
Under Review

Integrate Microsoft Planner with Dynamics 365 for Operations for Task communication/Collaboration


In Dynamics 365 For Operations, once you create the project plan (WBS) and schedule workers, there is not effective way to have the projects team to communicate and collaborate on the tasks in real time.

Integrating Dynamics 365 Operations Project WBS with Microsoft Planner, will be a v...

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1 Comments

Category: Project Resource Management (527)

STATUS DETAILS
Under Review

User authentication is not preserved and it’s prompted every time when you launch Project in MS Project


When you open a project using "Open in Microsoft Project" button, system prompts for user credentials to be entered every time and it does not preserve the credentials.

Also, the login authentication screen says "Dynamics AX Workflow editor" which is confusing for end users.

This...

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Category: Project Resource Management (527)

STATUS DETAILS
Under Review

Need ability to add different lag types to predecessors. D365 for Operations seems to only allow a finish-to-start lag.


In the Project plan (Work Breakdown Structure Form) of D365 For Operations, it is allowed only to set Finish-Start lag, which forces the dependent tasks in a project plan to start immediately after the predecessor task.

There should be functionality to add different lag types to predece...

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Category: Project Resource Management (527)

STATUS DETAILS
Under Review

Need filter option on Project resource Role ID field in Project WBS form and other forms throughout the Projects model


The Project resource role ID is a non filterable field on the Project WBS form and all other forms where the Role ID is used. It is making it very difficult to easily find and select roles in the project WBS.

Additionally, the Role ID allows very minimal number of characters. This needs...

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Category: Project Resource Management (527)

STATUS DETAILS
Under Review

Data sync between Dynamics 365 for Operations and MS Project client for non standard field such as custom notes and oters


Data Synchronization:

  1. Synchronize the Note field between D365 and MS Project.
    1. Business Reason: Data in custom columns gets discarded other than the standard columns that are already baked into Dynamics 365. We use these fields for notes when sharing inter-agency and ...

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      Category: Project Resource Management (527)

      STATUS DETAILS
      Under Review

Cost projections are based on burn only, any variation beyond that will be up to the PM to manually enter.


The Cost tracking view always shows Cost projections are based on burn only, any variation beyond that will be up to the PM to manually enter Changes to project plan and schedule, should adjust this automatically.Since the Project plan is always the baseline and is not recommended for cha...

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0 Comments

Category: Project Resource Management (527)

STATUS DETAILS
Under Review
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