What's new October 2024 - Project Operations Lite deployment
Applies To: Lite deployment - deal to proforma invoicing
This article applies to the following components and versions of Microsoft Dynamics 365 Project Operations:
- Project Operations in a Microsoft Dataverse environment version 4.121.0.50.
Features included in this release
| Feature area | Feature name | More information |
|---|---|---|
| Project Budgeting | Project budget time-phasing by Month, Quarter & Year This feature enhances project budget time-phasing capabilities. Previously, budget lines could only be time-phased in a weekly manner. With this release, project budget lines can time-phase by month, quarter, or year. The time-phasing method can be changed at the project level from weekly to monthly, quarterly, or yearly, but only when the budget version is in a draft or editable state to ensure data consistency. |
Set up budget period |
Quality updates
Project Operations on Dataverse
| Feature Area | Reference No. | Quality Update |
|---|---|---|
| Sales | 3443372 | Revising the quote resets the split billing percentage on the contract lines for the listed customers. |
| Subcontracting | 3667173 | Casting of SubcontractLine entity collections to entities fails intermittently. |
| Billing and Pricing | 3733811 | Import QLD from estimates: missing price and amount fields when aggregating over multiple tasks/roles. |
| Billing and Pricing | 3958570 | Fixing issue that prevented deletion of confirmed customer invoices in certain scenarios (advanced retainer or milestone). |
| Billing and Pricing | 4093604 | Product Business Logic should prevent the creation of more than one Estimate of type "Activitybasedestimate." |
| Billing and Pricing | 4113808 | Sequence number calculated incorrectly when using xMultiple for invoicing. |
| Sales | 4149073 | Importing estimates to QLDs/CLDs doesn't correctly set billing type for task-based billing. |
| Billing and Pricing | 4158165 | Making Update Prices a long running job to improve user experience. |
| Sales | 4212767 | Eliminating memory delays that occur post update or confirmation of Project Contract. |
| Time Entry | 4249478 | Project Operations license doesn't grant access to Team Member App. |
| Sales | 4318898 | Able to deactivate primary customer on quote. |
| Billing and Pricing | 4319341 | Limit the application of retainers against chargeable transactions only (and not nonchargeable transactions). |
| Billing and Pricing | 4324688 | Correct misaligned privileges for msdyn_actual and msdyn_transactionconnection entities within ProjOps OOB default user roles. |
| Billing and Pricing | 4326097 | Not able to create estimates with the future dates when Modern Estimates Feature is enabled. |
| Subcontracting | 4326960 | Null Reference Exception (NRE) thrown when confirming a vendor invoice. |
| Billing and Pricing | 4344145 | Transaction date (Time zone Independent) field on Invoice Detail is changed when user who creates Invoice is different time zone than user that created order. |
| Project Budgeting | 4374938 | Not able to Create Budget Period where Project Doesn't have end date. |
| Project Budgeting | 4375822 | Time phasing Budget lines not working. |
| Billing and Pricing | 4377398 | During Project copy, estimates aren't getting copied completely in Lite org. |
| Project Planning | 4384132 | Online: Not possible to change a plan calendar template in the purple experience. |
| Sales | 4394136 | Project Contract is Missing' Error Thrown When Closing Quote as Won. |
| Resource Management | 4413953 | "An unexpected error occurred" or "Object reference not set to an instance of an object." when trying to book a project resource from the schedule board without using team member generated requirement. |