Dynamics 365 Project Operations

At present, when modifying the Financial dimensions in the Expense report header, there is no feature available to automatically update the Financial dimensions in the Expense report lines. It would be beneficial to develop this new functionality to minimize the manual effort required when adjusting the Financial dimensions for Expense reports that contain multiple lines.

Applying a calendar template to resources can currently be done using one button in the "Calendar Settings." 

However, the application of the calendar template is limited to a maximum of 25 resources.

If there are hundreds of resources, you need to repeatedly execute the calendar settings button, which is cumbersome and inefficient for business operations. Additionally, for users with more than 1,000 resources, repeatedly executing the calendar settings button requires an enormous amount of time, causing significant disruption to their work.

Therefore, having only one calendar settings button to apply the calendar template to resources is very inconvenient and user-unfriendly.

As a standard feature, we believe that setting the limit in units of hundreds or allowing customers to remove the limit through their operations, as well as building functions or applications specialized in resource management (including calendar settings), would improve convenience and enhance business efficiency by making it easier to manage a large number of resources.

So, I hope they improve the functionality of applying calendar templates to resources.

At this time within the SPH file the end date is not operational. Meaning that unless you add a new effective date entry for the same *Role ID> Resource> Project Contract ID> Pricing* the rate does not end ever. The end date within the SPH table is not functional. What we would expect is for the end date to trigger a return to a "standard rate" that is input into the SPH table each year. This trigger prevents our rates from rolling over multiple years. If a client goes from a non-standard rate to a standard rate, with the inoperable end date, it necessitates that each resource has a new entry in the SPH file for the life of the project. If there is a prevailing reason that the end date is not operational I would greatly appreciate an explanation. If it is possible to reconsider the effectiveness of the end date we would greatly appreciate that functionality to be updated.

Create a parent project and a Subproject. Same Project group but different dimensions. 

Register a cost for parent project.

Adjust the transaction, to move cost from Parent Project to Subproject. 

GL records incorrectly, original entry is not reversed.  

Expectation: the original entry should have been reversed, the correct accounting with proper dimensions to be created and post to subproject.

Currently, the ability to customize the “worker type” is not implemented.

The addition of this feature would improve convenience for users.

We would like to be able to register actual man-hours, actual expenses, and actual material usage, and have them reflected in the project results without approval. The current operation requires approval in order to be reflected in the project. This would make Dynamics 365 more convenient.

This is relating to KB975236, issue is unable to open Project invoice journal form for the Project which has more than 2000 invoices.

Currently, the workaround is to apply a filter to limit the results to less than 2000 records.

However, we would like to have the fix in the future releases.

Indirect costs are usually set up in accordance with the cost center structure to consume and absorb costs by cost center (analogue: surcharges in the costing sheet). Postings should post costs by cost center as debit and credit, respectively. However, this core connection to Financial dimension values is not considered in the indirect cost component setup - neither in the project category setup.

2 possibilities: Add the Financial dimensions to either project category master (in this case, additional possibilities to generally consider dimensions in project transactions), or at least to the "Indirect cost component" table.

In this case, generally requested funtionality can be covered.

End users should have the ability to create timesheets (by default) empty or from favourites - We are seeking a new Y/N variable be placed within user preferences to control the form access when creating timesheets. This variable will drive the default setting of the variable "Create from Favourites".

The creation of the variable will allow a user to define and control how their timesheets are created within the system - Giving them greater ownership and management of timesheet entry.

In addition to the above variable on user preferences we also believe their should be a parameter field controlling the ability for an end user to define their own user preference - This will provide an organisation control over the ability for end users to define how a timesheet is created.

These form controls should support both desktop and mobile interfaces for creating timesheets.

Currently, when user select their own local language and submit the expense report, the approval will also view the submitter's language rather than their own language in ID and Document type columns in "Work items assigned to me" form. Ideally, the data in ID and Document type columns should be shown in the approver's language, no matter the language setup of the submitter.