Dynamics 365 Project Operations

Wish there is an option to easily process a project investment consolidation (merging) and feature source a dissolution or set to 0 zero balance. for purpose to easily visualize consolidated numbers, in addition featuring sub-projects maybe optimum, however featuring multiple grand projects with multiple sub-projects with option to be consolidated and/or consolidated dissolve source or destination, maybe a luxury.

For example: (2 production film sounds), (film production series)...

A project resource is available in both the legal entities USSI and GBSI. Assigned with required Project and categories. While creating intercompany timesheet in USSI, Project ID should show in the dropdown list.

We had an incident wherein users doing project transaction adjustment did not set the Dimension toggle to Yes which caused issues and for voucher postings not to be created at the Ledger level.

It would be beneficial if there is a way to set the Dimension toggle (parmUpdateDimension) to always default to Yes and for the field to be locked or in-editable for all users to prevent for this issue to occur and to ensure that project transaction adjustment would be reflected in the Ledger tables or Trial Balance as well.

We tried to do this via Personalisation but the Dimension is not defaulting to Yes. It is always set to No.

recognize who really made it on their own or keep hating,

its just motivation.

Customer would like to propose a change in feature "Enable project contract currency for estimation form", that it is changed to a parameter setting instead, so it will be optional for everyone to enable this or not, since many features becomes “On by default” at some point and then forced enabled.

From Customer's point of view, this feature is not something that brings any benefit to see the amount in the contract currency until the currency is displayed as well, and even then customer thinks this should be optional for every user to enable or not for each subsidiary.

Otherwise, business might run into issues once enabled by default and might be difficult to understand what the issue is related to.

Wish there is an option to easily enable project creation (e.g. internal or research and development ), based on project purpose description. Not efficiently tracking internal projects or projects of type research and development based on purpose or justification description history, user may not easily track or maybe tracking conventionally.

Not featuring a project journal proposal, for (e.g. internal projects or research and development projects), user may not easily track history of project creation approval or denials.

Wish there is future option to include project investment web funding, featuring conventional project investment for fixed assets (e.g. constructions or tremendous fixed asset equipment) is helpful, however featuring a project investing funding (e.g. to collect funds from investors) maybe optimum ideal.

While copying the projects from project hierarchy to new project, selected only specific projects but the system is copying all projects, raised bug #683894, but it is resolved as byDesign. please provide this functionality in coming versions.

Under “period status” for example when we select date as “4/25/2022” can see end date as “1/1/2023”, we logged a work item reference#674637, please allow customer to enable this feature in future.

Currently the "Sales Unit" field in the Project fast tab will remain unchanged after user edit the "Unit" field at the PR line.

Simple scenario:

1. Add a new item in the PR line with the "Unit" = PCS
2. At [Line Details], go to [Project] fast tab and select any Project ID, notice that the "Sales unit" field will get updated with the UOM form the PR line which is PCS.
3. Back to the PR line and change the value in "Unit" field from PCS to EA. Notice that the value in "Sales unit" field remain unchanged. Still showing as PCS.

Please refer to TrackingID#2203300050003005 for the detail incident reported to Microsoft.