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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to Put Project No....
Small and medium business | Business Central, N...
Unanswered

How to Put Project No. in Saved Filter of Project Planning Line?

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Posted on by yossy55 300
Hi,
 
I would like to know if there is a way to put the current Project No. in the filter to save in Project Planning Lines page.
The user needs to post all of the lines that remain more or less than 0 quantity in Qty. to Transfer to Journal field before changing the status to "Completed" in a project.
There are more than 3000 lines in Project Planning Lines. 
 
The filter that the user always sets manually works, but every time the user has to set the filter.
When I try the saved filter, Qty. to Transfer to Journal <> 0, all the Projects' Planning Lines that are not 0 come out. 
When I set Project No. in Project No. of filter, I need to change Project No. every time.
Would you please let me know if there is a solution to set the current Project No. in Project No of the saved field?
It's the feature like when I put "t" in Date filter, it's translated to Work Date automatically. 
 
Thank you.
 
 
 
I have the same question (0)
  • Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 25,977 Most Valuable Professional on at
  • YUN ZHU Profile Picture
    YUN ZHU 99,611 Super User 2026 Season 1 on at
    Hi, As far as I know this requires a simple customization. It can't be done in the standard.
    Hope the following can give you some hints.
     
    Thanks.
    ZHU
  • Ben Baxter Profile Picture
    Ben Baxter 6,989 Super User 2026 Season 1 on at
    It depends on your start point.  If you are on your Role Center (homepage) and click "Project Planning Lines" it will show ALL Project Planning Lines.  If you are on a Project List, and select the Project you are wanting information on, then click "Project Planning Lines" via the Project List menu, it will assign the Project No. as a filter when it opens the Project Planning Lines.  This way you are only seeing the Planning Lines for the specific Project you are working on.
     
    Most work for a Project will be done from the Project List, not from the Role Center.
     
    I hope this helps resolve your issue!  If so, please mark it as a Verified Answer to help other Users.
     
    Best Regards,
    Ben Baxter
    Accent Software Inc

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