Date-effective overrides in Project Operations pricing and costing

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 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts - Sep 12, 2022

Business value

Better control of maintaining price lists, gaining performance, and reducing data explosion in the project lifecycle.

Feature details

During the project lifecycle, a full copy of the price list can be initiated in different scenarios, such as:

  • When a project is sold and a project contract is created.
  • When prices for project resources change in a given cycle.
  • When custom pricing is required for a particular project quote.

Each price list can have between 10–10,000 rows across 4 to 5 different child tables. During any of the above-mentioned scenarios, making a full copy of the price list may not be required. It can also take a long time and may cause data explosion. For this feature, the concept of price overrides allows users to create targeted date-effective overrides for specific prices in a price list. These price overrides can also be scoped to a particular quote or project contract. This feature changes the following scenarios around copying price lists in Project Operations:

  • The number of times a price list is copied fully is reduced or minimized using configuration parameters and dialog prompts.
  • Customers can reduce data explosion by creating overrides for specific prices.
  • The ability to use standard price lists on project contracts if there is no need to create a full custom price list.

See also

Date-effective price overrides (docs)