Share via


Enable editing of project date for project adjustments

Enabled for Public preview General availability
Users by admins, makers, or analysts - Dec 27, 2024

Business value

This enhancement gives you the ability to efficiently correct project dates through adjustments. It saves your organization time and ensures that you generate invoices on schedule.

Feature details

You often need to make adjustments when you prepare monthly invoices. If the project manager or customer finds discrepancies, your organization needs a fast and efficient way to correct these errors.

This feature adds two functions to the adjustment process:

  • You can now edit the project date for adjusted transactions on a transaction-by-transaction basis.
  • You can set the project date to default to the adjustment date by using a new toggle Set project date from adjustment date.

This combination of features gives you flexibility to move timesheets or expenses to the correct date when you incurred them. Use the new defaulting toggle to mass update transactions when you post several transactions incorrectly.

Screenshot showing the adjustment form with the project date field editable.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Project adjustments - Adjust dates (docs)