Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Project category of th...
Finance | Project Operations, Human Resources, ...
Unanswered

Project category of the Project tab is not visible on the lines of the journal

(0) ShareShare
ReportReport
Posted on by SILVIA RUIZ 83
Hi. I have the following issue:
 
On a general ledger with a project, I inserted the project category on the correspondent Project tab of each line and it goes well.
 
 
Now I need to see that project category on the lines too, so I add the column /project category/ but the information is not visible
 
 
Any idea if this is a system bug or if there is other explanation?
 
thanks in advance on any help with this issue
 
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,642 Super User 2024 Season 2 on at
    Project category of the Project tab is not visible on the lines of the journal
    Hi Silvia, 

    In my standard demo environment, I'm not able to find a field 'Category' to be added using the Insert columns feature. All the fields for the project-related details are not an option. Do you know if you have customizations in your environment?
  • SILVIA RUIZ Profile Picture
    SILVIA RUIZ 83 on at
    Project category of the Project tab is not visible on the lines of the journal
    Hi: Just to clarify, I have all project categories configured, that is why I can select them on the journal as you can see in the image. This is a General Journal.
     
    Step 1: User create the journal and add the lines. The ledger type Project is selected as offset account, so the project is selected and the project category is also selected on the Project tab. 
     
    Step 2: The user need to have a complete look of the categories on each line of the journal, so in the List tab he added the correpondent column using the "insert colums" functionallity.
     
    The issue is that the project categories added on the Project tab are not been showed in this column.
     
    Thanks again in advance for any sugestion in this case
     
    cheers,
     
     
     
     
     
     
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Project category of the Project tab is not visible on the lines of the journal
    Hi,
    Can you provide the path shown in the screenshot? To facilitate everyone to test your problem according to the path. Additionally, project categories can be set in Project Management & Accounting > Settings > Categories > Project Categories.
    Best Regards,
    Hana

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans