---
id: feature/573259
type: feature
title: Use assigned projects only in the web app
summary: "Expense Agent: Use assigned projects only in the web app. In preview, GA 2026-12 (Microsoft 365 roadmap). Expense Agent web app now uses dedicated resource assignments for projects to determine which projects are available to each user when they create or manage expense entries. Key capabilities include: You can assign dedicated resources (employees) to the whole project or to the specific task. Display only projects or/and tasks where the user is assigned as a resource. Automatically filter project lists based on project-resource relationships."
tier: official
language: en
system: copilot
tags:
  - expense agent
review:
  state: derived
  by: null
  at: null
  flags: []
generated:
  at: "2026-10-07T23:41:05.192Z"
  pipeline: 0.2.0
  prompts: {}
  input_hash: 2cbb0d10fcf35580016bb2bc73110f03daafd10b34b3ef43930cc7f76f559e64
evidence:
  - kind: roadmap
    url: https://www.microsoft.com/microsoft-365/roadmap?id=573259
    title: Microsoft 365 roadmap 573259
    date: "2026-09-30"
    commit: null
    t: null
    quote: null
  - kind: video
    url: https://www.youtube.com/watch?v=GwrMf1umTFg&t=37s
    title: "What's new in Expense Agent: Project Handling (2026 release wave 2): Project tracking in Expense Agent web app"
    date: null
    commit: null
    t: 37
    quote: null
  - kind: video
    url: https://www.youtube.com/watch?v=GwrMf1umTFg&t=53s
    title: "What's new in Expense Agent: Project Handling (2026 release wave 2): Project visibility options - all projects vs assigned projects"
    date: null
    commit: null
    t: 53
    quote: null
  - kind: video
    url: https://www.youtube.com/watch?v=GwrMf1umTFg&t=106s
    title: "What's new in Expense Agent: Project Handling (2026 release wave 2): Project resource assignment on project card"
    date: null
    commit: null
    t: 106
    quote: null
  - kind: video
    url: https://www.youtube.com/watch?v=GwrMf1umTFg&t=127s
    title: "What's new in Expense Agent: Project Handling (2026 release wave 2): Project task level resource assignment"
    date: null
    commit: null
    t: 127
    quote: null
  - kind: video
    url: https://www.youtube.com/watch?v=NI6WYze-JSU&t=17s
    title: "Expense Agent: Project Expenses (2026 release wave 1): Project and task visibility in Expense Agent web app"
    date: null
    commit: null
    t: 17
    quote: null
  - kind: video
    url: https://www.youtube.com/watch?v=NI6WYze-JSU&t=104s
    title: "Expense Agent: Project Expenses (2026 release wave 1): Project tracking configuration in Expense Agent setup"
    date: null
    commit: null
    t: 104
    quote: null
  - kind: video
    url: https://www.youtube.com/watch?v=NI6WYze-JSU&t=119s
    title: "Expense Agent: Project Expenses (2026 release wave 1): Expense user to resource linkage"
    date: null
    commit: null
    t: 119
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/dev-itpro/whatsnew/whatsnew-update-28-3
    title: Update 28.3 for Microsoft Dynamics 365 Business Central 2026 Release Wave 1
    date: null
    commit: null
    t: null
    quote: null
links:
  learn:
    - https://learn.microsoft.com/dynamics365/business-central/dev-itpro/whatsnew/whatsnew-update-28-3
  objects: []
  features: []
  topics: []
  localizations: []
  videos:
    - video/GwrMf1umTFg
    - video/NI6WYze-JSU
  posts: []
  guidelines: []
roadmap_id: "573259"
wave: 2026 release wave 2
status: preview
roadmap_status: In development
release_phase: General Availability
ga_date: 2026-12
preview_date: 2026-10
area: Expense Agent
whatsnew_url: null
localizations: []
objects_touched: []
---

# Use assigned projects only in the web app

> Expense Agent: Use assigned projects only in the web app. In preview, GA 2026-12 (Microsoft 365 roadmap). Expense Agent web app now uses dedicated resource assignments for projects to determine which projects are available to each user when they create or manage expense entries. Key capabilities include: You can assign dedicated resources (employees) to the whole project or to the specific task. Display only projects or/and tasks where the user is assigned as a resource. Automatically filter project lists based on project-resource relationships.

[Microsoft 365 roadmap 573259](https://www.microsoft.com/microsoft-365/roadmap?id=573259) · Expense Agent · in preview · roadmap status "In development", phase General Availability

## What Microsoft says

Expense Agent web app now uses dedicated resource assignments for projects to determine which projects are available to each user when they create or manage expense entries. Key capabilities include: You can assign dedicated resources (employees) to the whole project or to the specific task. Display only projects or/and tasks where the user is assigned as a resource. Automatically filter project lists based on project-resource relationships. Reduce the risk of users selecting projects that aren't relevant to their role or assignments.

## Dates

- General availability: December CY2026 (2026 release wave 2)
- Public preview: October CY2026
- On the roadmap since 2026-09-30, last changed 2026-09-30

## Covered by

Matched by Haiku among videos and Learn pages in the same galaxy system, checked against the roadmap ids and the evidence text. Every link below was reviewed by Opus.

### Videos

- [What's new in Expense Agent: Project Handling (2026 release wave 2)](../videos/GwrMf1umTFg.md): Project tracking in Expense Agent web app at [0:37](https://www.youtube.com/watch?v=GwrMf1umTFg&t=37s); Project visibility options - all projects vs assigned projects at [0:53](https://www.youtube.com/watch?v=GwrMf1umTFg&t=53s); Project resource assignment on project card at [1:46](https://www.youtube.com/watch?v=GwrMf1umTFg&t=106s); Project task level resource assignment at [2:07](https://www.youtube.com/watch?v=GwrMf1umTFg&t=127s)
- [Expense Agent: Project Expenses (2026 release wave 1)](../videos/NI6WYze-JSU.md): Project and task visibility in Expense Agent web app at [0:17](https://www.youtube.com/watch?v=NI6WYze-JSU&t=17s); Project tracking configuration in Expense Agent setup at [1:44](https://www.youtube.com/watch?v=NI6WYze-JSU&t=104s); Expense user to resource linkage at [1:59](https://www.youtube.com/watch?v=NI6WYze-JSU&t=119s)

### Microsoft Learn

- [Update 28.3 for Microsoft Dynamics 365 Business Central 2026 Release Wave 1](https://learn.microsoft.com/dynamics365/business-central/dev-itpro/whatsnew/whatsnew-update-28-3)

Source: Microsoft 365 roadmap. Status words follow the roadmap.