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Understanding OData structure of WBS entities

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Posted on by krombi

I just started an evaluation Dynamics Finance & Operations and I try to understanda the (OData-) structure of the Project Task WBS.

I guess the relevant entities are ProjectTasks and ProjectWBSDrafts. ProjectTasks can be accessed via OData from https://~.operations.dynamics.com/data/ProjectTasks. Non-published Tasks/WBS-Drafts can be accessed via https://~.operations.dynamics.com/data/ProjectWBSDrafts

The WBSDraft entities have all the properties like Effort, StartDate, EndDate also shown in the WBS Grid. But in the ProjectTask entity these properties are missing.

Is there another entity I should check? I cannot find any matching navigation properties or something else. And I think there is not much documentation, am I right? I found the CDM documentation for projprojecttaskentity but I don't know if this is the correct one.

It is also possible to export a WBS as a template. The template tasks can be accessed via https://~.operations.dynamics.com/data/ProjWBSTemplateTasks. But how can I access the name of the templates?

Any advice? Thank you!

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Details of the tasks are included in the PSAActivities estimate table. For this table we don't have an entity available.

As a result, you cannot upload a complete WBS that includes items, expense and other transactions that are not hour transactions.

One way to overcome this issue is using electronic reporting.

In the dynamicscon conference next week, I demonstrate how this works.

Alternatively, you can make a modification and create your own entity.

Best regards,

Ludwig

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krombi 55 on at

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Thank you!

I think I only can access the PSAActivities estimate table from SSMS, right? And I need a LCS project for this?! Unfortunately I cannot select F&O in the 'New project' wizard. Don't know what's wrong...

Could you please elaborate on the own entity solution?

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Ludwig Reinhard Microsoft Employee on at

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Hello Krombi,

You can access the PSAActivities table directly from D365FO by means of an electronic report.

You don't need any additional LCS project or special setup, just a setup of the electronic report in the OrgAdmin module.

If you have some time next week, join my (and related) session here dynamicscon.com/.../ where I will demonstrate how this works out of the box.

Best regards,

Ludwig

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