Dynamics 365 Project Operations

Currently, custom columns added to the Project - Grid view are fully editable.

Customers have expressed the need for greater control over these fields. Specifically, they would like the ability to configure certain custom columns as read-only, to prevent unintended edits and maintain data integrity.

Proposed Enhancement:

Introduce a setting or property that allows administrators to mark specific custom fields in the Grid view as read-only. This would improve governance and support use cases where data should be visible but not editable by end users.

Description:

When you generating new timesheet periods, the first week in the worker's period isn't updated correctly. and you must manually rerun the "Update Worker Periods" process. 

Requirement:

The period update process should happen automatically when you enable the check box corresponding to period update, which exists when new periods are being created.

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".

In the Expense Field Visibility (Expense Report – Reimagined) – There are fields which when marked as “required” leads to error, example – “Merchant field is not allowed to be set as required”. 

Currently the end user (time sheet creator) has no simple ability to adjust submitted/posted time entries, apart from creating an additional timesheet with a DR/CR entry on time.

Not all end users will have access to Project Management: Adjust Transactions (due to role security).

We are seeking a simple interface (which supports intercompany) where an end user can adjust submitted time (on mass) - The interface should create the incremental adjustment crediting the original entry and allocating the time to the new project. All corrections should be subject to workflow approval (as per original timesheet).

We have the feature in the system to cancel the product receipt of project item req linked but if i enable the feature then i can able to cancel the product receipt but the posting behavior of item req packing will be change and only updated physically not financially but in the case of Time & material project type it is ok I can update the item req by posting the invoice journal but in the case of Fixed price project there is no way to update the packing slip financially.

The Feature name is they are dependent on each other

• Enable packing slip cancellation for item requirements
• Enable project purchase order product receipt cancellation with linked item requirements

Customers want to see withholding tax calculations with the project accounting invoices in the near releases which will make it easier and more automated for their business, as some customers use the project accounting more than any other module.

The intercompany project allows the buying entity ( lending entity) to purchase the goods from an external vendor on behalf of the project in the other entity (borrowing entity) and then use the project-intercompany customer invoice to recharge the lending entity.

This functionality starts from the pending vendor invoice only, which means the business must use the non-PO invoice process if they want to use this function.

This functionality should start with the purchase requisition and extend to the purchase order and vendor invoice. 

We need the ability to perform bulk updates on project statuses within the project list form. Specifically, there is a requirement to select and edit multiple projects simultaneously, such as changing the status of several projects from "created" to "in process" efficiently. This functionality is essential for managing project workflows effectively.