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Allocate costs from Mainproject to Subprojects

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Posted on by Piber

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Hi,

Our customer has used AX2009 Project and Accounting for allocating costs from Mainproject to subprojects. I am pretty sure this is a customization. But I think we were able to do something like this at a customer using AX2012.

How should I set this up in D365? I have my Mainproject and then 2 subprojects. I think I remember in AX2012 you did something with financial rules?

I just dont remember and cant find anything about this setup. Someone who knows and can assist with information?

Best regards

Pia

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André Arnaud de Cal... 291,642 Super User 2024 Season 2 on at

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RE: Allocate costs from Mainproject to Subprojects

Hi Pia,

It is possible to use the Adjustment functionality to 'correct' the project ID. If you need to move costs from one project to another, you can also use journals where the main project will be credited and the sub projects will get the costs.

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