Use assigned projects only in the web app

Microsoft 365 roadmap 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): Project tracking in Expense Agent web app at 0:37; Project visibility options - all projects vs assigned projects at 0:53; Project resource assignment on project card at 1:46; Project task level resource assignment at 2:07
• Expense Agent: Project Expenses (2026 release wave 1): Project and task visibility in Expense Agent web app at 0:17; Project tracking configuration in Expense Agent setup at 1:44; Expense user to resource linkage at 1:59

Microsoft Learn

• Update 28.3 for Microsoft Dynamics 365 Business Central 2026 Release Wave 1

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