Dynamics 365 Project Operations: Optimize Project Operations - Create multiple budget drafts for what-if analysis

How to enable the feature

This feature is applicable to Project Operations Core and Project Operations Integrated with ERP. In feature management, enable the feature Enable Multiple Project Budget Drafts.

Problem

Project managers were limited to maintaining a single draft version of a budget that had to be submitted for approval.

In real-world planning scenarios, project managers often need to evaluate multiple budget alternatives based on different assumptions such as resource mix, pricing, timelines, and cost structures. However, the absence of native support for multiple draft versions forced them to take the data outside Project Operations, perform offline analysis, and manually reconcile changes back into the system.

This approach was not only time-consuming but also introduced risks of inconsistencies, version control issues, and manual errors, ultimately reducing productivity and confidence in budget accuracy.

Solution

This feature introduces support for multiple draft budgets, enabling project managers to create, maintain, and iterate on alternative budget versions directly within Project Operations. By allowing multiple drafts to coexist, project managers can now experime…