Dynamics 365 Project Operations

If item requirement PMA parameter is enabled à system is not checking budget check results.

We have the business scenario where the project purchase order should have the budget check performed while the item requirement is created.

When you set a project task to non chargable it is not calculated in the project total but it is still calculated in the project estimates under sales. When you have a look at the estimates there should only be sales amounts that are realy billable. .

Wish there is an option to easily identify, inquiry,, report on forecast vendor and customer credit lines to be approved in aging periods from period of application, for purpose to easily identify, visualize or forecast business operations and efficiencies.

Wish there is an option to easily release a project record, before any transactioning, while the project maybe subject to record and project evaluations, quotes, resources, project feasibility, etc...

Wish there is an option to easily setup employee travel mileage accounts, for purpose of potential references at employee preferences.

Repro steps

1.Navigated to “USSI” legal entity project management and accounting>projects>all projects.

2.Clicked on “new” button and given “project type-investment, project ID-00000132, project name- TEST 176, Project group-investment, start date-10/1/2022” and clicked on “create project”.

3.Under the project clicked on “released”.

4.Under the project “plan” tab clicked on “project budget”.

5.Under “project budget” under “cost” tab given “project-00000131, transaction type for-hour and expense, original budget- 15000 and 10000 respectively”.

6.Under “project” tab clicked on “expense” journal tab.

7.Under expense journal clicked on “new” button given “journal name” and clicked on “lines”.

8.Under journal given “voucher date-10/20/2022, project date-10/20/2022, PROJECT-00000131, category-car rental, quantity-5, currency-USD, cost price-10, line property-NonBillabl, offset account type-ledger, offset account-601500” and clicked on “save” button.

9.Under “control” tab clicked on “project budget balances”.

ACTUAL RESULTS

Under project budget balances we can see “commitment” balance as “O” instead of showing “500”.

EXPECTED RESULTS

The system must show “commitment” balance as “500” instead of “0”

Requesting to make this possible in future versions for the customer.

Project based purchases fail to show the committed amount and the actual spent amount for project category transaction types (All except item. Item will only show actuals). The product current is deficient in this area for charges against projects. Please resolve this for a consistent user experience and accurate reporting for the ledger to reconcile to the sub-ledger.

Please let me know is there any possibility to retrieve time entry total per day to a new field in that entity.

Customer requirement to get the version history of previous project budget(for example if we do it for 5 or 6 times) which we revised. Requesting to make available this requirement in future releases.

Repro steps

Navigated to “xxx” legal entity under project budget revision if we revise project budget multiple times for example if we revise 5 to 10 times your requirement is to get the version history of previous project budget which we revised. 

Customer is having requirement to calculate “total previous approved budget” plus “new total budget” which it is not feasible in current versions, requesting to please make available this requirement in future versions releases.

Repro Steps:

1. Navigated to “xxx” legal entity.
2. Navigated to “project management and accounting” module.
3. Selected “xxx” sub-phase-2 project.
4. Created “WBS” under “plan” tab.
5. Navigated to “project budget” under “plan” tab.
6. Then created “original budget” under “project budget” by submitting the workflow by clicking on “import” “forecast” model.
7. Navigated to back to “plan” tab “hour forecasts”
8. Hour forecast is created based on “original” forecast model
9. Again created a hour forecast model of “revised” one by giving the same previous “category” and “activity number” with “100” hours.
10. Went back to “project budget”
11. Clicked on “new revision”
12. Clicked on “import” selected “source type-forecast and forecast model-revised” and clicked on “OK” button.

Actual results

Under “costs” we can see approved budget and new total budget.

Expected results

System must calculate “total previous approved budget” plus “new total budget”