Dynamics 365 Project Operations

Current Behavior:

When creating a Project Task assigned to a Generic Resource, a Project Team Member is automatically generated. I then generate and submit a Resource Requirement for that Project Team Member. Using the Schedule Board, I book an actual resource for the requirement. As expected, the "Assigned To" field on the Project Task is updated automatically from the Generic Resource to the Booked Resource.

However, if I later modify the booking and assign it to a different resource, the "Assigned To" field on the Project Task does not update to reflect this change. It appears that the system only updates the task assignment during the initial booking. Any subsequent changes to the booking are not synchronized with the Project Task.

Requested Enhancement:

The "Assigned To" field on the Project Task should stay in sync with the related Resource Booking. If the assigned resource on a booking is changed, the task assignment should update accordingly - just as it does when the initial booking is created.

This improvement would ensure consistency between resource bookings and task assignments, leading to more accurate project planning and resource tracking.

In Microsoft Dynamics Project Operations, when a custom attribute is added to the task grid, its default value is not automatically applied to new records. This issue occurs even though the default value is correctly configured in the attribute settings. Interestingly, the behavior appears to be linked to the visibility of the column: when the custom attribute column is added to the task grid, the default value is not populated; however, when the column is removed, the default value is applied as expected. This suggests a potential bug or limitation in how the task grid handles default values for custom fields.

As organizations transition from Project Service Automation (PSA) to Project Operations (PO), they often encounter various errors that can disrupt the upgrade process. To streamline this transition and minimize downtime, it would be highly beneficial to have a comprehensive master list of potential errors, their root causes, and detailed steps to resolve them.

Benefits

• Reduced Downtime: Minimize disruptions during the upgrade process by proactively addressing common errors.
• Improved Efficiency: Streamline the upgrade process with clear guidelines and steps to resolve issues.
• Enhanced User Experience: Provide users with a smoother transition from PSA to PO, reducing frustration and increasing satisfaction.

Project journal reversed with the change funding source at project contract, system does not reverse the journal with the original funding source financial dimension. Due to this it causes the inconsistency for the reconciliation.

Please refer to Issue 886210

When enabling the "Project invoice proposal performance enhancement feature" in the "Project management and accounting parameters" a new setup for "Invoice"

"Display available transactions automatically" is available to set the default value.

But in the "Project invoice proposals" when creating a new proposal the "Display available transactions automatically" is greyed out.

For single invoice automatically would be fine.

But for a collective invoice, many filters has to be entered. And for every field the system automatically try to display the result. But this takes several minutes.

The best would be, when the "Display available transactions automatically" would not be greyed out in the create invoices proposal form.

Workaround: "Project invoice proposal performance enhancement feature" disabled

When a user is doing an adjustment in the project to change the line property or price, it is not allowed to proceed to the item that does not have an on-hand inventory.

We should be able to adjust items/change without needing stock on hand for items we have already consumed/posted.

Scenario: You have a customer with an separate invoice account on the customer record.

The same customer is setup on a project contract.

When invoicing the project and creating the project invoice proposal and selecting the project contract. The invoice account from the customer record is selected instead of the customer on the project contract funding source.

A workaround is to create two customer records for the same customer (one with invoice account and one without).

The funding source on the project contract have to be the customer account without an invoice account.

This workaround generates tremendous numbers of customer accounts.

It should be possible to select when generating a project invoice proposal whether the funding source or invoice account is the receiver of the invoice.

Currently there is no such a feature to edit [Schedule section] in [Project] of [Project Operations app].

If this section is editable, it would be very user-friendly.

We received feedback from our customer that it would be helpful for users to receive a warning when the same field is updated by another user in parallel as it is the case in F&O. For example, if the customer in a project changes and another user changes it in parallel, the user should receive a warning message that says (similar to F&O): "The record shown has been updated by another user."

The advantage would be that updates by any users would not have the risk of overwriting values that are (already) changed by another user at the same time.