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Project management and Accounting - estimate

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Posted on by prmohan1@in.ibm.com

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.

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Rahul Mohta 21,014 on at

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RE: Project management and Accounting - estimate

rather than having so many roles and being demo data try assigning single role system admin and then try and suggest
Marianw on at

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RE: Project management and Accounting - estimate

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
Ludwig Reinhard Microsoft Employee on at

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RE: Project management and Accounting - estimate

Hi prmohan1,

Is it right that you assigned 122 roles to a single user or do I understand something wrong?

Best regards,

Ludwig
prmohan1@in.ibm.com 5 on at

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RE: Project management and Accounting - estimate

Ludwig, sorry for the confusion, My user has all the 122 roles I mentioned, including 3 roles you listed.
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Ludwig Reinhard Microsoft Employee on at

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RE: Project management and Accounting - estimate

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
prmohan1@in.ibm.com 5 on at

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RE: Project management and Accounting - estimate

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
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Rahul Mohta 21,014 on at

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RE: Project management and Accounting - estimate

your access is not enough

give yourself or ask role of project supervisor or project manager and then suggest
prmohan1@in.ibm.com 5 on at

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RE: Project management and Accounting - estimate

I have all these roles in the system.
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Ludwig Reinhard Microsoft Employee on at

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RE: Project management and Accounting - estimate

Hi,

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.

Best regards,

Ludwig
prmohan1@in.ibm.com 5 on at

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RE: Project management and Accounting - estimate

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 .