Dynamics 365 Project Operations

Customer is having requirement to calculate “total previous approved budget” plus “new total budget” which it is not feasible in current versions, requesting to please make available this requirement in future versions releases.

Repro Steps:

1. Navigated to “xxx” legal entity.
2. Navigated to “project management and accounting” module.
3. Selected “xxx” sub-phase-2 project.
4. Created “WBS” under “plan” tab.
5. Navigated to “project budget” under “plan” tab.
6. Then created “original budget” under “project budget” by submitting the workflow by clicking on “import” “forecast” model.
7. Navigated to back to “plan” tab “hour forecasts”
8. Hour forecast is created based on “original” forecast model
9. Again created a hour forecast model of “revised” one by giving the same previous “category” and “activity number” with “100” hours.
10. Went back to “project budget”
11. Clicked on “new revision”
12. Clicked on “import” selected “source type-forecast and forecast model-revised” and clicked on “OK” button.

Actual results

Under “costs” we can see approved budget and new total budget.

Expected results

System must calculate “total previous approved budget” plus “new total budget”

Hi Team,

Project Operation is not available for UAE Region, requesting you to enable it.

Ability to restrict edit but allow display for Expense management Re-Imagined.

Currently the Employee can change the Expense category description without changing the Expense category ID.

This provides for a mismatch of information.

This could be accomplished by a Read Only option in Expense fields visibility (Expense reports re-imagined)

Current options are Recommended, Optional, Required, Do not display

Payroll allocation posting profiles should have flexibility for All, Table and Group as per rest of D365FO. When using intercompany timesheets and resource scheduling the posting profile must bet set to All. If not set to All, the related legal entities resources do not appear in Resource Availability/Resource List page.

At the moment, it is not possible to add the 'Actual start date' to the All projects grid via personalization. This should be available for project tracking and using the Excel add-in.

Project Adjustments will not permit a shift of an fully invoiced revenue transaction from one project to another. The system should be able to permit this.

The customer has a issue as - When generate project invoice proposal, -ve amount of Billing rule A loaded but user did not select that Billing rule originally.

we did raise a BUG # 752828 as it was replicating in standard environment.

PG team provided update as its at this time it is believed that this is working as "By design".

in future please enable this feature to show as expected values as how it was in previous versions.it will help customer.

The Project ID contextual filter in all forms that include ID project information for example all project list page shows NO project IDs in the drop-down list.

Users are trained to use these contextual filters and while it is working as expected for the customers list page, it does not work for projects list page and forms that include ID project information.

The project ID contextual filter should have the same behavior as the customer ID contextual filter.

Add Project Name or Description where project ID is used to Expense report and Expense reports re-imagined.

This would allow readers of the Expense/Expense report to recognize the Project with out going into related windows.

When there is a customer retention amount in a project invoice, once the invoice is posted, the invoice line amount is showing the retention amount applied to it. However, this might cause confusion and so we are suggesting to improve the information shown in the invoice report by adding another line to show the retention amount separately from the invoice lines.