Display only assigned projects with Full Expense Deployment & dual write

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Posted on by Morgan Bazin

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I'm working on an implementation that is using Project Operations for resource/non-stocked based scenarios, with full expense deployment within D365 Finance and Operations, and limited custom maps within dual write.

My client has requested that the drop-down list of projects a user sees when entering an expense (either via mobile app or within D365FO) are only those projects that the user is assigned to, rather than a list of all projects.

If I recall correctly, when using PMA in D365FO WITHOUT a Project Operations connection, this could be achieved with Resource/project validation groups setup, but this feature is not available in FO when using ProjOps.

Is there a way to achieve this out of the box? If not and some custom work is required, how did you approach the problem?

Thanks in advance!