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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Full End to End Proces...
Finance | Project Operations, Human Resources, ...
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Full End to End Process of Project type Investment in Project management and accounting

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Posted on by Akshay Garg 332

Dear All,

Can someone please tell me the full End to End Process of Project type Investment in Project management and accounting?

It will be a great help from all of you

I have the same question (0)
  • Verified answer
    Prem Kumar Bachu Profile Picture
    Prem Kumar Bachu 3,418 on at
    RE: Full End to End Process of Project type Investment in Project management and accounting

    Hi Akshay,

    For this project type you need have below setups in order to record the project transactions.

    • Project groups
    • Category groups
    • Shared categories
    • Project categories
    • Ledger posting groups
    • Project accounting parameters
    • Project masters

    Once you configure above setups, you can post transactions against the project for transaction types hour, expense and item. Then you can transfer these costs to Fixed asset or ledger account by using estimation and elimination process.

  • Akshay Garg Profile Picture
    Akshay Garg 332 on at
    RE: Full End to End Process of Project type Investment in Project management and accounting

    Dear sir,

    Thank you sir

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