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I am creating an estimate in entity USSI for a fixed price project. Parameters used in estimate attached. Estimate percentage is correct but 'Cost estimate' button is greyed out and I am not able to see the cost lines. Can someone help me understand why cost estimate button is greyed out.fo.
Hi,
I assume that you have system admin rights in this environment.
If this is the case then you should actually see the button being active.
Can you thus compare the setup that you made for this project with one of the existing ones that Microsoft has included in USSI e.g. project No. 0000098 or similar fixed prices projects that are still active.
I would assume that you missed a setup or that some stage rules or something else overlook cause the issue you see.
Best regards,
Ludwig
Thanks Ludwig, I do not have system admin rights, is that the reason for Cost estimate button not active? I am able to perform all the task/processes in the project management and accounting module .
If you have one of the following roles assigned then you should be able to open the form
* project manager
* accounting manager
* project supervisor
Otherwise, you can't.
I have all these roles in the system.
your access is not enough
give yourself or ask role of project supervisor or project manager and then suggest
Thanks for your reply. As mentioned in my reply, I have all 122 roles as attached in the screen print, including Project manager and Project supervisor
Hi Prmohan1,
Having the roles in the system is one thing.
The important thing is, however that your user has one of the 3 roles that I listed assigned.
Can you double check and verify that?
Many thanks and best regards,
Ludwig, sorry for the confusion, My user has all the 122 roles I mentioned, including 3 roles you listed.
Hi prmohan1,
Is it right that you assigned 122 roles to a single user or do I understand something wrong?
Hi PrMohan,
Thank you for using Dynamics 365 Finance Communities.
Could you help mark the thread as answered please if your query has been answered?
Thanks so much!
Regards,
Marian Wrice
SR Support Engineer
Dynamics 365 Finance
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