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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / WBS - Show Activity Nu...
Finance | Project Operations, Human Resources, ...
Answered

WBS - Show Activity Number

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Posted on by Andy_T 330

We are using D365FO Project Management & Accounting Module with WBS for each project.

As we create new tasks in the WBS, this in turn creates new activities, however the activity number doesn't appear on the standard view

We wish to use the activity number when booking hours etc. but we need to be able to see the activity number as we plan the project using the WBS for it to be effective.

I have tried adding a new column to the grid but it is blank.

Is this possible?

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I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    After the WBS is published you can see the activity number in the details form.

    Simply switch to the effort tracking view and then click the details form.

    That's were you can find the activity number.

    Best regards,

    Ludwig

  • Andy_T Profile Picture
    Andy_T 330 on at

    Thank you Ludwig

    Is it not possible to see this in the planning view - it seems odd to me?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi, 

    I was able to get this personalized in my PU35 machine. 

    Please see the next screenprint. 

    wbs1.png

    Can you try in a different / more recent machine?

    Best regards, 

    Ludwig

  • Andy_T Profile Picture
    Andy_T 330 on at

    This is using the cost estimates view - I can see it there when I 'Expand All', however it still doesn't appear on the scheduling view.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Andy,

    That's not available because the activity number seems to come from the PSAActivityestimates table; that were you have to your financial data and estimates. The estimates view is from the projplanversion table where you don't have this number included. You would need a modification if this is needed.

    Best regards,

    Ludwig

  • Suggested answer
    Andy_T Profile Picture
    Andy_T 330 on at

    Thank you for your help Ludwig

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    OK. If there is nothing else left open / not answered then lets please complete this thread by verifying the answers.

    Many thanks and best regards,

    Ludwig

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Good morning Andy,

    Is there any other help you need in respect to this question?

    Best regards,

    Ludwig

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