What's new August 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 4.75.0.56

Features included in this release

Feature area Feature name More information
Subcontracting Enhanced Vendor Invoice Verification

This feature introduces new fields that let users view real-time 3-way match progress for a vendor invoice line and ensures more accurate verification of invoices.
To view these updates, enable the feature flag named Enhanced Vendor Invoice Verification. In subsequent releases, this feature will introduce visualizations to track pending verification of invoice lines at the vendor invoice header level.
Project Budgeting and Forecasting Project cost budget management
Project cost budget management is enhanced with the following new capabilities.
1. Creation of project budget periods.
2. Time phasing of project budget lines into project budget line details.
3. During revision, creation of project budget lines from the actuals that couldn't be matched to a budget line.

To use the project cost budget management, enable the Project budget management feature.
Project cost budget management.

Quality updates

Feature area Reference number Quality update
Billing and Pricing 3186838 Cost price list fails to default when the end date is outside the price list range.
Billing and Pricing 3233975 Imported estimate values don't match the estimates calculated on project.
Billing and Pricing 3370203 Validate ProjectParameterPriceList has a parameter reference.
Billing and Pricing 3419224 Material estimates should retain any price changes.
Opportunity Management 3107890 Transform the Close as Lost process for quotes into a long-running job and notify the user if the process is already in progress.
Project Management 2922153 When attempting to update the remaining effort for tasks, an error is thrown if the start date is later than the end date.
Project Management 3409749 Unable to modify the role of a team member created by a generic resource.
Project Management 3464455 Incorrect calculation of task start date due to Timezone difference in client and resource calendar.
Resource Management 3491772 Error received when using Specify Pattern on Team member grid.
Subcontracting 2920766 The Vendor field must be filled out when creating a subcontract, and it should throw an exception if left empty.
Subcontracting 3491867 Subcontract Line Resource creation leads to script error.