Dynamics 365 Project Operations

In D365 F&O, when a project is selected in an Item Journal line, the financial dimensions are inherited from the project master record and applied to both the debit and credit sides of the voucher posting. By default, the system debits the project for the cost and credits the transaction based on the item’s inventory posting which is balance sheet. Most of the times, customers use different account structures for Balance Sheet and P&L accounts and item journal can fail to post. By providing a separate offset account string for items, this error can be avoided, and client can use different financial dimension combinations for credit side of voucher posting. 

Example:

Preconcepts:

• Site is configured with a Financial Dimension.
• The Financial Dimensions configured for Sites have also Derived Dimensions values.
• When an order is created (PO or SO) and a Site is selected, all financial dimensions are populated based on the derived dimensions.
• Projects are configured with financial dimensions as well (different than Site financial dimensions).

This implies the credit side of the voucher posting to derive financial dimensions based on the Item’s Site. Customer has linked the Site inventory dimension with a particular financial dimension and configured Derived Dimension values accordingly. Expectation is for the system to inherit financial dimension combinations from the Site inventory dimension for the credit side of the transaction ONLY.

Note: This new posting logic could be parameterized, for the clients that want to use the current posting logic, this parameter must remain as "No", but for the clients who sees this a good opportunity they can use this parameter to follow new logic.

Support for advances and retainers on subcontracts

The financial records involved in Project Operations (e.g. actuals and transaction origins) get massive in Dataverse database size. Long-Term Retention can archive these records on the Dataverse itself, but the corresponding archive functionality on the ERP side does not have a "functional scenario" to handle project operations data. This causes data to be out of sync and broken if only the Dataverse data is archived.

Currently these are the only existing functional scenarios supported, per the archive documentation:

• Dynamics 365 Finance General ledger
• Dynamics 365 Finance Tax transactions
• Dynamics 365 Supply Chain Management Inventory transactions
• Dynamics 365 Supply Chain Management Inventory journals
• Dynamics 365 Supply Chain Management Sales orders

The suggestion is to add Project Operations records and/or financials as an additional supported functional scenario.

The current state is as follows:

1. An intercompany expense (The Header ‘Legal Entity’ is not equal to the ‘Legal Entity For Expenses’)
2. The header ‘Project ID’ requires an activity.
3. Attempts to create the expense from a receipt results in the error: “The activity number is missing. The project that is associated with the expense requires you to enter an activity”

Conversely, the issue is not seen under following scenario:

1. Non-intercompany expense (The Header ‘Legal Entity’ equals the ‘Legal Entity For Expenses’)
2. The header ‘Project ID’ requires an activity.
3. The expense is created with no Project ID and without error (Project ID must be manually set in each expense line).

Recommendation:

1. At minimum, Intercompany expense behavior should be the same as non-intercompany expenses. 
2. Ideally, the ‘Legal entity for expenses’ and ‘Project ID’ fields on header would default on the expense lines without validating the Activity.

Resource Group Allocation on Project Planning Lines is a feature that many customers in project management want to use.

Here are some ideas and suggestions for implementing or improving this functionality:

1. We would like you to add a Resource Group option in the Type field of project planning lines.
2. Many clients prefer allocating resource groups to project planning lines instead of assigning individual resources to each line, as assigning a single resource can be time-consuming.
3. Therefore, they request a feature that allows grouping resources into teams and assigning the entire group directly to project lines.
4. They want the ability to add desired resources as team members of a created resource group and then assign this group directly to project planning lines.
5. This approach enables more efficient planning and utilization of grouped resources.

If the owner/creator of a project leaves the company and their account gets disabled or licenses and security roles removed, no other user can manage the project's tasks. This requested change would eliminate permissions checks on project owner when another authorized user attempts to work with the record. This would allow someone else to work with project tasks where the project owner is no longer with the business.

If the owner/creator of an invoice leaves the company and their account gets disabled or licenses and security roles removed, no other user can manage those invoices including revising. This requested change would eliminate permissions checks on invoice owner when another authorized user attempts to work with the record. This would allow someone else to work with invoices where the invoice owner is no longer with the business.

Project management and accounting > Setup > Indirect costs > Indirect cost component group assignment rules. This table should allow the user to apply indirect costs (or not) based on project group. Because this is not an available option, my customer will have to maintain the table each time a new project is created where they do not expect indirect costs to be applied.

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Users wants the tracking views exporting to excel because the published WBS wants to share this across the different departments so that they we will check what works need to be done on priority, items used, what left over and also check the budget if exceeded or not.