What's new April 2023 - 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 4.62.0.83

Features included in this release

Feature area Feature name More information
Project Budgeting And Forecasting Project cost budget management
This major release includes significant improvements to project cost budget management, which is accessible through a feature flag.

In addition to manual budget line creation, users can now:
1. Generate budget lines from project estimates.
2. Track variances and update forecasts within the budget grid.
3. Revise budgets as needed.

A few known issues related to budget management. These include:
1. If the budget grid fails to load or budget lines aren't visible, try refreshing the browser.
2. To execute state change actions on the budget from the top ribbon, users need to be on the Budget tab. Otherwise, a transient error may appear.
Project budget management overview

Quality updates

Feature area Reference number Quality update
Billing and Pricing 2904555 Block updates to Intercompany and Owning Company pricing dimensions.
Opportunity Management 3194606 Unable to Revise Quote with Write-in Material quote line details.
Project Operations Upgrade 3236820 The upgrade from version 3.x to 4.x is unsuccessful because of dependencies on other solutions.
Project Operations Upgrade 3264007 PSA to PO upgrade may fail on solution import at adding fields to ProductPriceLevel.
Project Planning and Tracking 3118566 PostProjectCreate plugin must check for Primary Requirement before Creating one.
Subcontracting 3106796 Can attach Time-base subcontract line to Product-Based Order line.
Subcontracting 3196083 Material Subcontract Lines aren't defaulting product unit & unit group as per subcontracting price list.