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Finance | Project Operations, Human Resources, ...
Answered

WBS Multiple users edit framework from AX 2012 missing/changed

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Posted on by 3

Hi,

Our company is using AX 2012 R3 and are in the process of upgrading to D3565 FO. Currently there is a business requirement for multiple users accessing and editing a single WBS and in AX 2012 there is OOB framework to show if another user has a WBS open and is editing it and actually displays which user it is.

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This functionality is very important to how tasks flow in our business. There can be one user changing a status while another user would be updating other information for the same task.

Initially seeing the Draft, Show differences, Publish, View published functionality using the new ProjPlanVersion table and associated WBS schema data entity we thought that using some combination of the new functionality would account for the scenario of multiple users needing to edit a WBS at the same time.

However after having two different users try making changes at the same time to the same WBS, editing, saving, publishing and refreshing, all different combinations it appears that the D365FO does not account for multiple users editing the WBS like it did in AX 2012.

Is there a suggested resolution to this or some documentation explaining how the new functionality is intended to account for this circumstance? 

Thank you,

Bill 

  • Suggested answer
    bbartolotto Profile Picture
    3 on at
    RE: WBS Multiple users edit framework from AX 2012 missing/changed

    Thank you, Alina.

  • Verified answer
    AlinaC Profile Picture
    on at
    RE: WBS Multiple users edit framework from AX 2012 missing/changed

    Hi Bill,

    We had a request to introduce this feature some time ago, but it is not currently on our roadmap. You can check / add comments related to your scenario and vote for it under this Ideas thread: Microsoft Idea  Â· Ability to check out WBS to specific user and lock the WBS form to the checked out user (dynamics.com).

    The ideas are periodically reviewed by our Product Group team and implemented based on number of voting and impact.

Under review

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