Finance | Project Operations, Human Resources, ...

Project Financial Dimension

(0) Share

Report

Posted on by simonsmith101

We have a requirement to have projects as a financial dimension. The values for this dimension are automatically created when a new project is created.

We also have a requirement for a specific purpose to be able to add a value to the project dimension that is a custom value (ie not created in the Projects subledger). Is there a way to have a financial dimension called projects that either

- Has a new value added to it when a now project is created OR

-Can have a new value added to it by simply adding a value in the financial dimensions form.

Thanks for any advice re this

I have the same question (0)

All responses (5)

Answers (0)

Sort by

Suggested answer

Gunjan Bhattachayya 35,429 on at

Like (0)

Report
Copy link

Link copied!

Hi Simon,

You can create a new financial dimension and set the the "Use values from" to "Project".

This will automatically create a new financial dimension value whenever a new project is created.

Was this reply helpful? Yes No
simonsmith101 6 on at

Like (0)

Report
Copy link

Link copied!

Thanks. But if we do this we will not be able to add additional values to this dimension that are not created in the projects module?

Was this reply helpful? Yes No
Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hello Simon,

You cannot add an additional dimension value to a financial dimension that automatically takes the values from projects.

What you can do in my opinion is (a) create a second financial dimension probably called 'project special' that is a custom dimension and allows you entering the values you want. Alternatively, another field that is used in the ledger voucher - for example - a reason code might do the job as well.

Best regards,

Ludwig

Was this reply helpful? Yes No
Suggested answer

Sheela Ningappa Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi Simon,

I agree with Ludwig that you need to create a new custom dimension to add the manual values.

Thanks,

Sheela

Was this reply helpful? Yes No
Suggested answer

Junaid Idrees 2 on at

Like (0)

Report
Copy link

Link copied!

Hi Simon Smith,

As per dynamics D365 logic, if Project dimension is created (Modular dimension) then we cannot add manual values in it because it takes an information from Project Module that bascially make sense. In order to add manual/custom values you have to create Custom dimension as also suggested by ludwig and Sheela.

Was this reply helpful? Yes No