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Project Operations forum Where are the resources to learn this tool!

Last replied Posted on by CZ-02071911-0

The small consulting company I work for has been using Dynamics for sales for years.  We have a different product, with complex integrations, fo...

3
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Project Operations forum Calculation of "Contracted Amount" on Contract Line

Last replied Posted on by Veena Ravindran 37

We are facing an issue with the contracted amount field value calculation on contract line. This field shows the sum of values in /extended amount/ fi...

1
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Project Operations forum Menu Item "Resources" not visible in the Menu Change Area (Left Bottom)

Last replied Posted on by AK-12070829-0

Hi,   Althought the user has a "Resource Manager" Role, he can not see the Menu "Resources" in the bottom left" menu change area":   ...

4
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Project Operations forum Project Beginning Balance journal does not set the Billed-to-Date amount on project

Last replied Posted on by Mark Schurmann2 93

We are using the Project Beginning balance journal to migrate projects from a legacy system for an acquisition.  After the invoice has posting we are seeing the posted transactions under the project and the project statement values look corre...

1
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Project Operations forum creation project using project template

Last replied Posted on by IG-29040720-0 2

Hi can you help me find project template in the Quote line as per the documentation I could not find project template    I want to crea...

1
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Answered
Project Operations forum Upgrade Error - SDK Message Processing Steps Import Failure - Plugintype does not exist

Last replied Posted on by Lewis B

Can anyone suggest a fix on the following error - or how to recreate this missing record? (Installation of Microsoft Dynamics 365 Project Operations)

2
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Unanswered
Project Operations forum dates of invoice journals and workflows - General Ledger

Last replied Posted on by LR-04071749-0 1

I want to approve only journals that do not exceed a period of 5 days from their document date. If you do not comply with this condition, I want a s...

1
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Suggested answer
Project Operations forum Change customer (funding source ID) on a project contract-customer is the same

Last replied Posted on by AHH27 12

Hi We have some customers, where the funding source ID can be different, depending on what they are buying.  In the sales orders we can change it, but we cant figure out how to do it on a project. Is it possible to change the funding source I...

2
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Project Operations forum Create Task using Project Template in Project operation

Last replied Posted on by IG-29040720-0 2

Hi,      is there any way that we can create and manage a task list using the project template    Anything would be help...

1
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Answered
Project Operations forum Time and Expense

Last replied Posted on by JZ-04061635-0 4

My accounting department currently has me attach receipts through the notes. The first expense report I ever did I, naturally, attached the receipt ...

1
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