web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / How to upload Project ...
Microsoft Dynamics GP (Archived)

How to upload Project Accounting Contracts and Projects with Budget in GP 10

(0) ShareShare
ReportReport
Posted on by berllygc 85
Hi All, Can someone help me? pLease?? I'm having a problem in uploading contracts and projects in PA Module. Im looking for PA Contracts and Projects upload facility in Integration Manager but I found none. I even tried to import the said templates/files directly to the database by using DTS in SQL Server Management, unfortunately when it comes to front-end GP receives an error, and I think DTS is not the best way to upload this data. Please help me I do not know what to do next. I just need to figure out how can I upload this templates since I our client have thousands of projects that needs to be uploaded. Your would highly appreciated Thanks in advance :)

*This post is locked for comments

I have the same question (0)
  • sandipdjadhav Profile Picture
    sandipdjadhav 18,306 on at
    Re: How to upload Project Accounting Contracts and Projects with Budget in GP 10

    You need to write your own custom Integration , Use SQL profiler to see which StoreProcedure is using to insert into Project Maintenance Table.

    Use the following SDK to find the Table Information.

    https://mbs.microsoft.com/customersource/downloads/servicepacks/software+development+kit+(sdk)+for+microsoft+dynamics+gp+10.0.htm?printpage=false&stext=Dynamics SDK

     I have done same thing for PA Inventory Transfer , wrote my own integration script using C#.

     Thanks

    Sandip Jadhav

  • berllygc Profile Picture
    berllygc 85 on at
    Re: Re: How to upload Project Accounting Contracts and Projects with Budget in GP 10

    Hi Sandip Jadhav,

     Thanks for this valuable information. It will help me a lot, however I do not know how to write scripts I'm not a programmer, is there a way a consultant like me can do an integration without doing so much programming?

     Again thank you so much!

     

    Regards,

     Berlly Castillo

  • 3fd7b8e99d6646f790180beb4bfa2902 Profile Picture
    3fd7b8e99d6646f7901... 110 on at
    Re: Re: Re: How to upload Project Accounting Contracts and Projects with Budget in GP 10

    Hi Berlly,

    I utilize excel templates that contain the basic information to populate the Contract Maintenance card, Copy from template data, segment override data and have a macro that pulls in the Contracts and calls the copy from template and autofills the project budgets based on the templates.  This approach requires that contract templates and project templates be completed (also all the cost categories, gl accounts that will be needed for seg overrides etc.).  It does take a few hours to fine tune the spreadsheet and macro but is much simpler and faster than SQL and populates all the proper tables like note indexes and account indexes.  I use one macro but you can split it up to create one to populate the Contracts and another to populate the Projects.

     Regards,

    Hugh

  • 3fd7b8e99d6646f790180beb4bfa2902 Profile Picture
    3fd7b8e99d6646f7901... 110 on at
    Re: Re: Re: How to upload Project Accounting Contracts and Projects with Budget in GP 10

    Hi,

     I use a macro to load the complete contract and project data which essentially pulls from an excel spreadsheet template.  You might consider using one macro to fill contract data and another to fill project data.  The templates must be completed for both the contract and projects along with all the cost categories, accounts, customers etc.

    I have found the macro approach superior to the SQL approach, it is faster and populates ALL the tables properly.

    Hope this helps,

    Regards,

    Hugh

  • berllygc Profile Picture
    berllygc 85 on at
    Re: Re: Re: Re: How to upload Project Accounting Contracts and Projects with Budget in GP 10
    Hi Hugh, Thanks so much, I'll try this one. Regards, Berlly

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Congratulations to the October Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans