Product Update 28.0.6.50931 for Microsoft Dynamics 365 Business Central

New Feature – Enhance "OPS Manager Report" for Contract Projects

The OPS Manager Report now works for Contract projects as well and respects the hierarchy accordingly. It also prioritizes the two Booleans on the project card, “Forecast to Include Sub-Levels” and “Perform Forecast on Sub Project”.

New Feature – Priority of Planning Line Costs Over Purchase Price Lists on Purchase Order

If an item has a price list defined on the Item Card and a different cost specified on the Project Planning Lines, the system will now prioritize the cost from the Project Planning Line when creating a Purchase Order in the following scenarios:

• Purchase Order created through JMP.
• Direct Purchase Order created using the Get Project Planning Line functionality to populate the lines.

Note: The same functionality has also been implemented for Purchase Invoices and Purchase Credit Memos.

New Feature – Enhance "Project WIP Report" for Contract Projects

The Project WIP Report now works for Contract projects as well and respects the hierarchy accordingly. It also prioritizes the two Booleans on the project card, “Forecast to Include Sub-Levels” and “Perform Forecast on Sub Project”.

Enhancement – Progress Payment Quantity Validation for Resource and G/L Account Lines

Enhanced the Progress Payment process by introducing quantity validation for Resource and G/L Account lines during the Send to PO action.

The system now ensures that the entered Quantity does not exceed the Base Quantity for Unit and L/S payment methods or 100 for the % payment method.

If the limit is exceeded, a validation error displays the relevant Purchase Order and Line details, preventing incorrect quantities from being updated on the Purchase Order.

New Feature – Purchase Order Accrual Project Cost - G/L Entries

A new “G/L Cost Accrual” functionality has been introduced to recognize project costs at the time of posting the Purchase Receipt.

Added the “Enable Accrual” option in Project Cost Categories.

In the Purchases & Payables Setup, new fields are added: “Enable G/L Cost Accrual”, “G/L Accrual Journal Template and Batch”.

The system automatically creates Project Ledger Entries and related G/L Accrual Entries at the time of posting the Purchase Receipt.

When all conditions are met:

• Purchase Line Type = G/L Account
• Cost Category Accrual Enabled

Enhancement – Burden Calculation for Usage with Positive Amount Conflict with "Update Project Item Cost" Batch

The Burden calculations are now enhanced to ensure correct values in project ledger entries when positive Usage transactions are posted. You no longer need to run the “Update Project Item Cost” batch when it is enabled to auto-run in the project setup.

Enhancement – Progress Billing - Progress Billing Lines and Tooltips

The lines fast tab on the Progress Billing card is renamed from “Progress Billing Subform” to “Progress Billing Lines”.

A tooltip has been added for the action button “Work Previous Billings” on the lines tab.

Enhancement – Project Quote - Workflow Section on the Ribbon

The section “Workflows” on the ribbon of the Project Quote card has been corrected to “Quote”.

Improvement – Sub-Level Customer Address Inheritance from Parent Project

Enhanced the Sell-to Address inheritance process to ensure that newly created Sub-Projects, Change Orders, and Change Order Quotes retain the address details from their immediate parent Project.

For Change Order Quotes, the address details are retained at the table level without adding new fields to the Quote page.

Enhancement – Reposition "User Tasks" and Create Options on the Project Card Ribbon

The “User Tasks” option on the ribbon of the project card has been moved from the “Prices & Discounts” section to the “Job” section.

The “Open Project Backlog” option and all the “Create” options on the ribbon of the project card have been moved from “Actions” and “Copy”, respectively, to “Functions”.

Enhancement – Add Tooltips to "Skill Class" Fields in Project Journal

Enhanced the Project Journal by updating the tooltip for the active “Skill Class” field to clarify how its value is populated when the Resource No. is updated or the Suggest Lines for Crew Timesheet process is run.

The obsolete “NS_Skill Class” and “NS_Skill Code” fields were included in the legacy-field cleanup, while “NS_Skill Code New” remains at the table level with its existing functionality unchanged.

Enhancement – Additional Events for Different Create Sub-Level Projects Option

New events are added for the “Create” functions on the project card used to create different types of sub-level projects.

Enhancement – PFW - "Outstanding Orders" and "Amt. Rcd. Not Invoiced" with Sub-Levels

The columns “Outstanding Orders” and “Amt. Rcd. Not Invoiced” on the project forecast worksheet now include the sub-level project’s values as well when their parent project is marked with “Forecast to Include Sub-Levels” on the project card.

New Feature – ProjectPro Process-Based Roles and Permissions

Every customer installing the ProjectPro application from Microsoft Marketplace now has access to a standard set of predefined, process-based permission sets. This will enable customers to manage user access more effectively, improve application security, and simplify permission administration across different ProjectPro business processes.

Improvement – PMP Page Locking During Purchase Order Creation

The page locking issue caused while trying to open the Project Material Planning Worksheet in below use case has been resolved now.

• A user opens the JMP page and creates a purchase order for the required resources. After the purchase order is created, a confirmation pop-up appears stating that the Purchase Order has been created and asking whether the user wants to navigate to it.
• While this pop-up remains open, the JMP page continues to hold the transaction lock.
• If another user tries to open or access the JMP page during this time, they receive the following error: “We can't save your changes right now, because the data is being updated in a transaction by another user.”
• The error also indicates that the Project Material Planning Worksheet page has to be closed.

Improvement – PP UI Changes – Tooltips and Obsolete Fields

Enhanced multiple ProjectPro pages to improve field visibility, caption consistency, and Work Order template selection.

• Project Card: Hidden the obsolete Forecast Type field and removed the duplicate Person Responsible field.
• Purchases & Payables Setup / Human Resources Setup: Hidden obsolete setup fields.
• Customer Selection Lookup: Added City, State or County, and Post Code columns to the Customer lookup displayed when selecting a Customer on the Project Card, with sorting and filtering support.
• Work Order: Updated template selection to use the Service Work Order Template flag and Template project class.
• Caption Updates: Standardized Task and Crew Code captions on their respective pages.

Improvement – Actual Cost/Billings Analytics – CO Numbering

Enhanced the Actual Cost/Billings drill-down functionality on the Project Card to ensure proper navigation to the relevant ledger entries when linked Change Orders have numbers that sort before the master Project No.

The Actual Cost and Invoices Billed drill-downs now open the applicable Project Ledger Entries, while Payments Rec’d opens the relevant Detailed Customer Ledger Entries.

This enhancement resolves the Working on it… issue across all date buckets (Period to Date, Year to Date, and Project to Date) while retaining accurate master and sub-level project filtering.

Improvement – Project Contacts - Update Source Name for Customer via Progress Billings

The “Source Name” is now getting updated on the Project Contacts when created from the progress billings.

Improvement – Work Order (R_14021488) and Work Order Completed (R_14021288) Reports - New Entry Creation Conflict

The Work Order reports on the project card now run correctly without receiving the error below.

Improvement – General Business Posting Group on a Sales Invoice via Progress Billings

When a Sales Invoice is created via Progress Billings, the general business posting group now derives from the project rather than the customer.

Improvement – Sorting on "Cost Categories by Codes" List

The “Cost Categories by Codes” list in the Analytics section on the ribbon of the project card now gets sorted correctly for the columns “Cost Variance” and “Cost Variance %”.

Improvement – "Default Tasks" Pop-up While Creating a Project

The “Default Tasks” pop-up while creating a new project now considers the points below.

• Normal project creation applies “Use Default Tasks” and the user’s confirmation without consulting the stored copy flag.
• Copy Project suppresses default-task initialization only for the target project being copied.
• Review the flag’s other consumers before removing it. It also controls project-link creation and forecasts cleanup for non-posting type tasks, so changing only the task-loading check could alter copy behavior.
• Clears previously persisted true value during the extension upgrade. Once all consumers have migrated, the field retires, and the Refresh action.

Improvement – Forecast Voiding on Project Summary Details with SubJob

The voiding of the forecast entries for the same dates now works correctly when a Sub Job project class’s project is linked to the parent project.

For projects with Sub Jobs, the previous forecasting entry was voided in Rev Rec Summary Detail, but it was not voided in Project Summary Detail, resulting in multiple entries for the same date.