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My client has decided that collecting expense actuals against his projects will not help him pinpoint and manage cost overruns, so he'd like to collect expense actuals against the project WBS.
I've added Project Task ID to the Expense Entity and managed to propagate it into the Project Approval Entity.
What I can't see a way to do is propagate the Project Task ID to the actuals entity when a PM approves the expense.
There are no relationships from Expense to Actual so I can't use field mapping to propagate the field value after the fact.
I presume a plugin is doing the work of creating the actuals rows, meaning I have no possibility of influencing that activity.
Has anyone out there done this ?
not a trivia requirement to say the least. Plugin or MS Flow.
Take a look at this: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/project-service/actuals and
Antti Pajunen describes a similar scenario on his blog: http://daytodaydynamics365.com/dynamics-365-project-service-automation-using-flow-to-pass-values-from-custom-fields-on-actuals-throughout-psas-end-to-end-process/. Worth taking a look at other posts.
I hope this will help.
Matthew, thank you for your feedback.
I agree the task is not for the faint of heart. I've worked with PM systems for a number of years, including designing and creating 2 commercial systems; it would seem intrinsic to capture service and material cost against WBS at any level -- how else can a PM exercise cost control if he/she can't find a way through the swamp that having only one bucket for material cost creates ?
Ken, this is a good point and definitely valid feedback and I agree with you on this. Rupa Mantravadi, this is good community feedback for this specific functionality.
Matt's answer is correct to the specific question asked so I'm marking that as verified. Flow or plug-ins for carrying data from custom fields throughout the process. In reality it would be plug-ins because you will need synchronous processing at certain points.
Yes, we have a work item to add Task to the Expense entry entity. Could I also request that you create an entry in the Ideas site for this please?
As regards to materials also, appreciate if you can add an idea as well.
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