Andy Trezise

Our customers often tell me they find forecasting and budgeting within the PMA module both confusing and time-consuming and ask why there is not a single (more simple) approach to controlling costs and revenue on a project. Project budgets bring lots of benefits over forecasts,specifically with regards to workflow approvals and a more structured approach to revisions (i.e. change control) however they lack some of the flexibility that forecasts bring such as quantity based budgeting and the granularity you have with forecasts (i.e. by resource, line-property etc). It would be great if MS could consider consolidating the two approaches and provide one simple way of budgeting within PMA.

Currently it is only possible to add human resources (workers) to a project team or work breakdown structure. Ideally you should be able to use or request the use of other resources (i.e. equipment, machinery or vehicles) where there is a finite resource capacity. You can add these via Production control > setup > resources however only those of type 'worker' are visible under the projects module.

There is no longer a way to attach a 'Project Type' to a project - instead a contract line is associated with a billing method of either T&M or FP. We still need a way of using 'Internal' projects such as Time or Cost where there is no customer billing involved but hours / costs still need to be posted to the project and transferred to F&O through the integration journal.