Manage project budget without project categories
Some of our clients want to control project spend based on the total project budget instead of project spend by project categories. At the moment the project budget has to be recorded against specific categories, it would be useful to have the ability to record budget without having to specify...
Ability to separate ledger posting based on resource type for payroll allocation
Organisations that use contracted and permanent project resources would like the ability to separate the payroll allocation posting for these different resource types without having to separate their project categories.
Electronic reporting allow printing of attachments
Allow electronic reporting configuration to print attachments of type notes and file attachments
Default user option
Ability to have default user options so administrators do not have to update the language, date and time settings, colour theme, email parameters and default company (optional) after the user has been imported.
Record additional information against resource calendar
Ability to record additional information against the resource calendar to allow for custom resourcing scenarios, this will also make resourcing more flexible. This will allow users to allocate 'work from home', 'work from office', 'birthday' tag to calendar days, without having to book the resour...
Electronic reporting print to PDF from excel and word templates
There are some great new features on the road map for Electronic Reporting in terms of customer invoicing. https://docs.microsoft.com/en-us/business-applications-release-notes/April19/dynamics365-finance-operations/additional-configurable-invoice-layouts These additional reports all use excel ...
Filter combined characteristics for Resource planning
Advanced Search queries show results for resource options which meet any 1 of the criteria entered into the query. An example of the desired filter: 1) Java developer 2) Are rated as Team Development level 2 The resource options returned: Person A (who meets criteria 1, not 2) Person B (who me...
Ability to include or exclude posting layers in Online consolidation
Ability to include or exclude posting layers in Online consolidation
Matrix analysis based on dimension set
Our customer wishes to generate a matrix analysis based on the selected dimension set (maximum two dimensions). This is currently available in Navision, this functionality would be great to have in F&O. https://docs.microsoft.com/en-gb/dynamics365/business-central/bi-how-analyze-data-dimen...
Manage messages action centre
Ability to manage which messages can be seen in the message centre. For example every time a user exports a table to excel, a message is stored an shown the next time the user logs in. "Export to Excel finished" "We finished your export from the Pending vendor invoices page." It would be nice...