Dynamics 365 Project Operations

Currently, after an advance is invoiced an available, it can only be applied to the invoice sent to whoever purchased the advance. Which means even if we have multiple customers involved in the contract, advances purchased by non-primary customers will not be applied to the invoices.

We should be allowing this functionality, having multiple customers funding for the same contract happens all the time, this design is putting quite a limit to the app, going against the name "Dynamics".

After confirming with the product group to know that the power app expense app can only display the most recent year's expense data, is it possible for Microsoft to design a filter that allows the user to choose to look at the past few years of expense, which is a reasonable requirement.

Please enable the environment so that even when select CRM, then Project Service Core can installed. The same to Project operation, please make it capable of install when choose CDS.

It would be really helpful if they can be installed without any limitation.

For stocked items, the system is posting the "complete" transaction:

1. Project cost (debit) - Inventory (credit)
2. WIP (debit) - Project cost item (credit)

Project posting for expenses and non-stocked items is just

• WIP (debit) - Vendor, or any other offset account (credit)

However, according to total-cost account method, this is incomplete.

The GL entries must be:

1. Project cost (debit) - Vendor, or any other offset account (credit)
2. WIP (debit) - Change in inventory (credit)

Therefore,

1. rename "Project cost - item" to "Change in WIP"
2. apply not only to stocked items but also to expenses and non-stocked items

In project expense journal and expense management reports,

1. if the project applies WIP (Balance sheet), add "cost" and "change in WIP" posting types,
2. if the posting does not apply WIP, just post project cost.

There is requirement of automation of cost recognition functionality in Project Management and Accounting, this is required when the project type selected as "Fixed Price" with revenue recognition method of "Completed percentage". This functionality is required to recognize cost based on completed percentage method. However, cost recognition of completed percentage will work in same manner as that of revenue recognition principles.

This requirement is complying with reporting requirement of IND AS- 115 - "Revenue from Contracts with customers". Kindly note that "IND AS - 115" is equivalent to "IFRS 15".

Thanks & Regards,

Ayushi Jain

When the Project ID field on the Expense report header is updated, there is wrong Travel requisition found and financial dimensions are taken over from the first (ever) mapped Travel requisition and not the Travel requisition mapped to current Expense report.

Current code from method setDefaultDimension() on TrvExpTable table:

select firstonly DefaultDimension, ReferenceDataAreaId, RecId from reqTable

  exists join trvExpTableTrvRequisitionTable

    where trvExpTableTrvRequisitionTable.TrvExpTable == this.RecId;

Requested code including the correct condition in the Exists join:

        select firstonly DefaultDimension, ReferenceDataAreaId, RecId from reqTable

          exists join trvExpTableTrvRequisitionTable

            where trvExpTableTrvRequisitionTable.TrvExpTable == this.RecId

              && trvExpTableTrvRequisitionTable.TrvRequisitionTable == reqTable.RecId;

Currently, when attempting to track the name of the user who made the most recent changes in the Project app, even when utilizing the "Project for the web ModifiedBy (msdyn_pfwmodifiedby)" field in the project table, there is no functionality to retrieve the username of the user who made the actual modification, nor is there a feature to check the date when "Project for the web ModifiedBy" was updated.

We believe that the addition of these features would enhance user convenience and contribute to the improvement of operational efficiency.

Applying a calendar template to resources can currently be done using one button in the "Calendar Settings." 

However, the application of the calendar template is limited to a maximum of 25 resources.

If there are hundreds of resources, you need to repeatedly execute the calendar settings button, which is cumbersome and inefficient for business operations. Additionally, for users with more than 1,000 resources, repeatedly executing the calendar settings button requires an enormous amount of time, causing significant disruption to their work.

Therefore, having only one calendar settings button to apply the calendar template to resources is very inconvenient and user-unfriendly.

As a standard feature, we believe that setting the limit in units of hundreds or allowing customers to remove the limit through their operations, as well as building functions or applications specialized in resource management (including calendar settings), would improve convenience and enhance business efficiency by making it easier to manage a large number of resources.

So, I hope they improve the functionality of applying calendar templates to resources.

In Project Operations, when a user must correct an expense entry- navigates to time & material backlog - user selects entry, then selects CORRECT ENTRIES - error when trying to correct expenses from vendor invoices that come from FinOps. "Some of the entries that you have selected were not added to this correction journal because they do not have a backing time or expense entry as the originating transaction." This error is referenced to the column external reference which indicates that vendor invoices are generated from an external reference.

No error when trying to correct expenses from expense reports that come from FinOps. This is an inconsistency in behavior as both vendor invoices & expenses reports are considered external references. Request is that the behavior works the same for both Vendor Invoices & Expenses from expense reports – and allows for the quick “correct entries” from the Time & material backlog.

Additional information, Vendor expenses use procurement categories assigned to project category.

We are a service based company, our quotes are based on hours. It is important the the effort quoted and assigned to resources per task does not change. Throughout delivery, we need the ability to accurately calculate the % complete in order to recognize revenue and for resource assignment.

Currently the % complete is calculated based on if the resource has met the hours per allocated to them on a task. However, this does not reflect if a task is actually complete (resources can complete tasks in under or over the hours allocated to them).

In order to have a true indication of what tasks have been completed, we currently go to the Tracking Tab and decrease or increase the remaining effort. This work around has caused user error because of having to go to another screen and find the task to make the change. We are proposing to have the ability to change the effort remaining on the task tab in order to make the adjustments we need for the business and to decrease user error.

Example 1:

Task X is assigned to Jane Smith with an effort of 4hours.

If Jane has completed the task in 2 hours, the % complete will show as 50% complete.

We need the ability on the task tab to change the effort remaining on the task to 0 hours, so that the % will show 100% complete.

Example 2:

Task X is assigned to Jane Smith with an effort of 4 hours.

If Jane requires 6 hours to complete the work, however has already submitted 4 hours, the % complete will show as 100% complete.

We need the ability on the task tab to change the effort remaining on the task to 2 hours, so that the % complete will show as 66% complete.