Investment Project in Microsoft Dynamics 365 for Finance and Operations

Investment Project in Microsoft Dynamics 365 for Finance and Operations

1. Post regular transactions on the project (let us take investment project type)
   1. e.g. hour posting

1. When running estimate for investment project, ensure to enable "Beginning balance" slider and then run through the estimate

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1. After running the estimate, beginning balance transactions would directly show in the Profit and Loss section or WIP section based upon on the line property.
   1. If line property has the WIP posting for capitalize cost set to Yes/enable then it would appear in WIP section
   2. If not enable then would appear in profit and loss section and these transactions total would reflect as Not capitalized in the Consumption section of estimate.

1. All regular posted project transactions would appear in WIP (work in progress)
2. When you the post estimate for the investment project, only the WIP cost would be transferred to the project cost

1. Upon eliminating the estimate,