web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / FastTrack for Dynamics 365 forum / Transferring Project C...
FastTrack for Dynamics 365 forum
Answered

Transferring Project Cost to Fixed Assets

(2) ShareShare
ReportReport
Posted on by CU24011314-0 6
Hi,
I am trying to transfer WIP cost to Fixed Assets. However, I am unable to see the Estimates functionality in Project Management and Accounting module. How can I access to it? 
As per D365 resources
 
 
 
Categories:
Engaging with FastTrack
I have the same question (0)
  • Verified answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 2,354 Moderator on at
    “AI was used in this reply”.
    In Dynamics 365 Finance and Operations, the Estimates functionality is essential for recognizing and transferring Work in Progress (WIP) costs to Fixed Assets. If you do not see the Estimates option in the Project Management and Accounting module, follow these steps to enable and access it:

    Solution to Access Estimates Functionality:

    1. Verify Project Group Setup

    • Navigate to: Project management and accounting > Setup > Project categories > Project groups
    • Ensure that the Cost template and WIP posting accounts are correctly configured.
    • The project group should have the correct revenue recognition method that requires estimates.

    2. Enable Estimates in the Project Setup

    • Go to Project management and accounting > Projects > All projects
    • Select the project and click Edit.
    • Ensure that the Project type is either Fixed-price or Investment because estimates are typically used for these types.
    • In the Estimate tab, check if estimation settings are configured properly.

    3. Check Security Roles & Permissions

    • Ensure that your user role has permission to access Estimates.
    • Navigate to: System administration > Security > Security configuration
    • Search for Project Manager or Project Accountant roles and confirm they have access to Estimate functionality.

    4. Enable Project Estimates in Feature Management

    • Go to System administration > Feature management
    • Look for any feature related to Project estimates and ensure it is enabled.

    5. Refresh & Revalidate

    • If changes were made, clear browser cache and refresh the Project Management and Accounting workspace.
    • Try navigating again to Manage > Process in the Project module to check if Estimates is now visible.

    6. Alternative Navigation Path

    If Estimates is still not visible under Manage > Process, try accessing it through:
    • Project management and accounting > Periodic > Project estimates
    After successfully running Estimates, you can proceed with transferring WIP costs to Fixed Assets using the Elimination journal process.
    Let me know if you need further guidance!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > FastTrack for Dynamics 365

#1
GyozoBarci Profile Picture

GyozoBarci 4

#1
MiMissel Profile Picture

MiMissel 4

#3
Mallesh Deshapaga Profile Picture

Mallesh Deshapaga 3

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans