Allow Intercompany project category assignment directly from employee project settings


Project categories are currently unique per company. Assigning a project category from one company to an employee in a different company currently requires an ugly and very inefficient workaround: 1. In company A, find project category and select validation > assign resources 2. Select the ...

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Category: Project management (270)

STATUS DETAILS
Under Review

Allow Indirect Cost Adjustments on Project Invoice


We are currently able to adjust the sales price on each transaction from within the project invoice proposal. D365 should also allow adjustments to any indirect costs associated with the line from within the project invoice proposal. This would include changing the sales price of the indirect ...

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Category: Project management (270)

STATUS DETAILS
Under Review

"+My Timesheets" should be labeled "+New Timesheet"


In the Employee Self-Service workspace, there is a button labeled "+My Timesheets" in the timesheet area. Users expect this to go to the My Timesheets list. To be fair, it sort of does, but it automatically prompts the user to create a new timesheet. If they do this, they are then taken to tha...

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1 Comments

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1 Comments

Category: User Experience (125)

STATUS DETAILS
Needs Votes

Apply legal entity security rules to "People" view


Make sure that the people search box embedded into many of the Talent screens does not circumvent security access rules set up by legal entity. Currently, if a person has no personnel management access in a given legal entity, they can still type names into the search box, click on the results, ...

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Category: General (51)

STATUS DETAILS
Under Review

Add parameters to Post all approved timesheets process


The Post all approved timesheets process has no parameters available to limit its scope of posting. It should have data parameters (start and end) available so that a user can control the period(s) for which the posting will occur. For example, we don't want to post timesheets that have been a...

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Category: Project management (270)

STATUS DETAILS
Under Review

Search Company Directory by "Known As" or search name


Allow searching company directory by "known as" name or search name. Currently first name and last name are the only options for both custom columns and the filter box.

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2 Comments

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2 Comments

Category: Employee and Manager Self-Service (40)

STATUS DETAILS
Under Review

Adjust transactions log/report


The adjust transactions process (Project management and accounting > Periodic > Transactions > Adjust transactions) needs to have some sort of log or way to view exactly what has been done. This could be a report to be produced within the posting process, or it could be a grid page th...

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Category: Project management (270)

STATUS DETAILS
Under Review

Adjust transactions detailed error messages


When the adjust transactions process (Project management and accounting > Periodic > Transactions > Adjust transactions) halts due to an error, the error message should specify details that can identify which record(s) caused the error. For example, when the error message is that a wo...

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Category: Project management (270)

STATUS DETAILS
Under Review

Budget Cost/Revenue Details Calculation


When setting up a budget, we have an overall quantity of hours and dollars. The budget line details forces us to enter a unit price, which it then uses to calculate the total cost/revenue amount. This unit price is limited to two decimal places. Ideally, we would like the ability to directly e...

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Category: Project management (270)

STATUS DETAILS
Under Review

Email notification of pay statement


We should be able to configure an automatic email that notifies employees when they have a new pay statement posted.

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Category: Payroll (8)

STATUS DETAILS
Under Review