Support historical tracking using project sales budget
Important
This content is archived and is not being updated. For the latest documentation, go to Project Operations updates. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Mar 31, 2024 |
Mar 31, 2024 |
Business value
This feature enhances control over billed sales status and enables accurate revenue forecasting for project managers.
We are introducing this capability to the lite deployment scenario of Project Operations. This establishes the necessary infrastructure to support this feature in subsequent release waves for customers using Project Operations for resource and non-stocked deployment scenarios.
Feature details
A project sales budget serves as a versioned snapshot of the estimated billed sales or revenue for a project. Project managers have the flexibility to create these snapshots at various stages of the project lifecycle, accommodating revisions and re-estimations of project scope and work.
The latest snapshot represents the most up-to-date revenue forecast for the project, serving as a benchmark for tracking billed sales. This key capability provided by Project Operations enables project managers, accountants, and other stakeholders to gain a clear overview of their progress toward the projected revenue target at the project level. By comparing actual revenue to the budgeted and forecasted figures, project managers can perform revenue analysis for their projects.
Furthermore, project managers can revise the project sales budget when encountering new scopes or changes, enabling ongoing tracking of billed sales against the updated budget.
