Tasha's Top 10 New Features for D365 Project Operations: Feature 7

Use One Grid for Material and Expense Estimates in D365 Project Operations

Next up as we are cruising through Tasha’s Top 10 New Features for D365 Project Operations: Use One Grid for Material and Expense Estimates! This feature will enhance the user experience by integrating modern grid capabilities into the project’s expense and material estimate grids. This saves time and clicks, which is one of my favorite things to highlight when talking about moving to the cloud!

What is it?

This feature brings the new grid support into Project’s expense and material estimate grids. Previously, these custom grids were not very performant and lacked extensibility and capabilities. With this update, the new modern grid improves the overall experience for end users by providing a more efficient and user-friendly interface.

Business Value

Replacing the grid within expense and material estimates offers a cleaner and more intuitive experience when creating and editing estimates. The enhanced grid experience includes easy filtering, deletion, and lookup functionality, ensuring extensibility and improving performance. This means you can manage your estimates more effectively and with greater ease.

Special Details

Here are some of the key enhancements you can utilize with this feature:

Improved Grid with a View Switcher: Easily switch between different views for better management.
Enhanced Extensibility: The new grid allows for greater customization and flexibility.
Task Sorting by Work Breakdown Structure: Organize tasks more efficiently.
Quick Create Experience: Easily add expense and material estimates directly from the grid.

Using One Grid for Material and Expense Estimates

Here’s some quick how-to steeps to help you get started.

Navigate to: Projects > Select a project.
Open Estimates: Go to the Project Estimates tab.
Switch View: Use the view switcher to select Expenses or Materials.
Add/Delete Estimates: Add or delete estimates directly from the grid view.

By following these steps, you can leverage the full potential of this feature, making your project management process more streamlined and efficient.

Conclusion

Using one grid for material and expense estimates is a powerful feature that enhances the user experience in D365 Project Operations. By integrating modern grid capabilities, it provides a more efficient and user-friendly interface for managing estimates. If you have any questions or need further assistance, feel free to reach out!

Stay tuned for more updates and tips on leveraging this and other awesome features in D365 Project Operations.

Happy estimating!