What's new April 2021 - Project Operations lite deployment

Applies To: Lite deployment - deal to proforma invoicing.

This article applies to the following Dynamics 365 Project Operations components and versions:

• Project Operations on Dataverse environment version 4.9.0.221

Features included in this release

The following features are included in this release:

• Non-stocked materials for projects. Key capabilities include:
  • Estimating and pricing non-stocked materials during the sales cycle for a project. For more information, see Set up cost and sales rates for catalog products - lite.
  • Tracking the use of non-stocked materials during project delivery. For more information, see Record material usage on projects and project tasks.
  • Invoicing used non-stocked material costs. For more information, see Manage the billing backlog - lite.
  • New APIs in Dynamics 365 Dataverse allow create, update, and delete operations with Scheduling entities. For more information, see Use Schedule APIs to perform operations with Scheduling entities.

Quality updates

Feature area	Reference number	Quality update
Billing and pricing	2224568	Added logic to enable customizations that involve invoking the invoice confirmation plug-in.
Billing and pricing	2101098	Improved the logic of default fields to proforma invoice: Bill-to Address, Bill to Name, and Payment Terms now default from the corresponding project contract customer record.
Billing and pricing	2021413	Updated the Actual Cost and Sales fields on the Task entity to include sales values from unbilled and billed expenses on tasks.
Billing and pricing	2182110	When copying a project contract, the contract line ID is regenerated in the destination project contract to ensure it's unique.
Opportunity Management	2186741	Added validations to ensure the Origin field and Transaction Type can't be updated on existing quote line details.
Opportunity Management	2191353	Milestones must not be created on a time and material contract line.
Opportunity Management	2216956	Fixed issues with Update Prices.
Planning and Tracking	2182979	Project copy function improved to ensure the expense estimate lines are copied from the original project.
Planning and Tracking	2184144	Project copy function improved to ensure the resource position name is copied from the original project.
Planning and Tracking	2184799	Project copy: Tightened control to ensure the estimated start date can't be changed while copying is in progress.
Planning and Tracking	2185134	Project copy: Destination project estimated start date is set to today's date.
Planning and Tracking	2196373	Project copy: Ensure the project manager and team member records aren't duplicated in the project team.
Planning and Tracking	2211833	Project copy: Resource assignments are copied from the source project task to the destination project.
Planning and Tracking	2186541	Fixed issues in the Estimates grid when grouping by resource.
Planning and Tracking	2166906	The transaction category from a task must be copied to the Resource Assignment entity.
Resource Management	2125362	Fixed issues with creating a generic team member using an hours-based allocation method.
Time and Expense	2113603	Fixed the customization-related issue with removing attributes from the Time Entry page. The system now checks if the attribute exists on the page before accessing them by using a script.
Time and Expense	2204377	Copied timesheets must show automatically when you select Copy Week during time entry.
Time and Expense	2209059	Status field can be edited for Dynamics 365 Field Service time entries.