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Finance forum

Project hierarchy

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Posted on by 95

Hello 

On Finance and Operation, it is possible to set up a project as a "project header" in the section Project hierarchy.

project-hierarchy.PNG

What is the impact and value of this functionality please?

Thank you

  • Suggested answer
    Eugen Glasow Profile Picture
    6,363 on at

    AFAIK, this is has the impact that you cannot record cost against this project (no timesheets, expenses, item requirements), but you get an "umbrella" over your sub-projects to better organize CRs and perform your monthly billing, and most of the changes to the header (e.g. new project manager, changed dimensions) propagate all sub-projects at once (you will be prompted, though).

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Meggie,

    What might help in addition is an older discussion on the 'AX' forum where people discussed the pro's and con's of using this functionality

    Please see: community.dynamics.com/.../208436

    Best regards,

    Ludwig

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