Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Unanswered

D365 FO project management and accounting: Project group setup for Investment projects

(1) ShareShare
ReportReport
Posted on by
Hi,
 
customer wants to group their investment projects with a main project (ideally project type = investment, and the main project has /INV/ as project group). This main project will gather sub investment projects, which will be created as subprojects with various investment type project groups (INV01, INV02, INV03 ... and so on). These different project groups will have different accounting rules in the ledger posting setup, which is the main reason why different investment project groups are needed.
 
However, there is a problem when this kind of /investment type project hierarchy/ is created. After main project is created (investment type and project group INV) and user starts to create subprojects (e.g INV01), D365 will give an error /Estimate project must be attached to the same project group as the current project/. Is there any way to go around this problem, because in this case we want to create subprojects with different project groups? We know that we could use e.g. Internal project type for the main project, but it's not logical for the user to use different type on the main project level which is not related to investments. How would you handle this issue?
 
 
Br,
Eero

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,074 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,900 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans