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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / can't select my pr...
Finance | Project Operations, Human Resources, ...
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can't select my project from purchase order

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Posted on by Peter White 60

Dears 

i am using Dynamics GP , I have created a project in project accounting, i added a cost category , and i added an item to it , i then changed the status from "Estimate" to "Open"

now i went to the purchase order and i created a new one and i was trying to select the project  but i can't see my project, i can see other projects but not mine 

what am i missing ?

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Microsoft Dynamics GP
I have the same question (0)
  • Suggested answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,061 Moderator on at

    Hi Peter,

    When new projects get created, you also have to assign them to who will be able to use them..

  • Peter White Profile Picture
    Peter White 60 on at

    Hi Beat

    thank you for this , where do i do that ? how do i grant a user access?

  • Suggested answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,061 Moderator on at

    HI Peter,

    This is from the PA Help and should help :-)

    Employee Access List window

     

    Project > Cards > Project > Enter or select a project > Access List

     

    Use this window to assign employees to a project.

    Related topics

    • Assign employees to a project
    • Create a project record

     

    More information about this window

    Wizard button

    Opens the Employee Access List Wizard window, where you can assign or remove groups of employees to a project.

  • Abdo Khoury Profile Picture
    Abdo Khoury 14,855 on at

    Dear

    i tried to give access on all employees and i still cannot select my project from the purchase order

    regards

  • Peter White Profile Picture
    Peter White 60 on at

    The issue is , i am still not able to see where i am supposed to update , can you kindly share a screenshot , please

  • Peter White Profile Picture
    Peter White 60 on at

    I created a project and accessed the access list and gave it to all users yet still i am not able to open a Purchase order and select that project on the PO lines level.

  • Verified answer
    Pam Peterson Profile Picture
    Pam Peterson Microsoft Employee on at

    Hi Peter,

    Thanks for your question.

    You mention that you set the status to Open. Was that on the Cost Category, Project or Contract? All 3 need to be in an Open status in order to enter transactions against them and since this project is not showing in your look-up window that could be why. If that checks out okay, then I would try manually typing in the project and tabbing off the field. Do you receive an error message that provides more information on what might be wrong? Please share if you do.

    Good luck!

    Pam

    Microsoft Dynamics GP Support

  • Pam Peterson Profile Picture
    Pam Peterson Microsoft Employee on at

    Beat -

    The Access List feature in Project Accounting applies to Timesheets. If you don't have any employees on the Access List then ALL employees can enter time against that project. If you have 3 employees on the Access List for example, then only those 3 employees can enter time and all other employees would be prevented from doing so. This does not have any effect on the ability to enter a PO for a project however.

    Pam

    Microsoft Dynamics GP Support

  • Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,061 Moderator on at

    Thanks Pam!

    It's been a while I've been using the PA module in GP.. didn't recall the exact details about the access list and that it was only for Time & Expense cost categories :-)

    Have a great day!

  • Peter White Profile Picture
    Peter White 60 on at

    Thank you Pamela for this excellent suggestion , it worked, turned out this Project was closed for Cost and for some reason the checkbox was not visible , i thank you for your help, been stuck here for some time

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