Dynamics 365 Project Operations

Customer facing the issue where a purchase invoice was posted with an activity number that does not correspond to the project selected in the associated Purchase Order. Specifically, the Project PO was created without selecting an activity number; however, we observed that the system automatically posted the invoice using an activity number from a different project.

Since retainer invoices do not get linked with a contract line, the current logic from the system will try to get the revenue profile rule for Fixed Price Project from billing method for a Time and Material due to some fallback defaulting. Issue 987096.

If the system is going to default the billing method to be T&M no matter what the project contract setup is, it should not allow a retainer/advance invoice to be created on fixed fee billing method.

There is a legacy field called 'Status' on the projects form. This field is not used in PMA solutions, the project stage field is the one that is used to control the lifecycle of the project. i.e. Created/In process/Finished. This legacy 'Status' field however is still available and if it is 'Finished', while the project stage is 'in Process', the system creates customer retention transactions that cannot actually be processed.

We had examples of when creating invoices with retention, while on the invoice it appears there are retention amounts, the actual invoice voucher & customer balances did NOT reflect the retention deductions expected. This was due to this legacy field being set to 'Finished', even though the project stage was active and we could raise an invoice.

The other part to this problem was when you try to release the retention on a project, it generates a transaction but never gets into the invoice proposal.

This was logged as a support issue but has been deemed as a design limitation of the system.

Request to fix this solution so that the logic looks to the project stage (as with other parts of invoicing that is done).

When Timesheet is rejected user not possible to remove a line but only adjust existing lines.

Only option to Recall the Timesheet Workflow results in lost Timesheet workflow history and rejection reason.

(Also not all users may have rights to Recall Workflow.)

Users should be able to adjust Timesheet (same as draft) when Rejected.

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.

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.

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.

Enabling filter option in the Resource tab inside a project (This is in Project Operations)

Project forecast transactions do not include indirect cost considerations, so the total cost forecast is not aligned with the actual costs when they are posted. Because the forecast lines include all the necessary variables to rationalize indirect applicability, forecast transactions could/should include those costs.