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Finance | Project Operations, Human Resources, ...
Suggested Answer

how to create project group in projects for finance and operations.

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Posted on by 20

the project group option is not shown in project management and accounting.

then how to create a project group.

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    305,182 Super User 2026 Season 1 on at

    Hi Rishabh,

    I have moved your question to the Dynamics 365 Finance forum.

    You can find the project groups using the next menu path: Project management and accounting > Setup > Posting > Project groups.

    You can also use the option 'Search for a page' to find a form or report.

    If you still are not able to find it, you might not have a security role assigned which grants access to this form.

  • qianwang Profile Picture
    7,168 on at

    Hi Rishabh,

    Addition, when you create a new project, you need to add a project group to it. You can  right click on the field 'Project group' to select 'View Details' to go to the project group form. Then you can create a new one.

    Here is MS doc for reference.

    docs.microsoft.com/.../create-a-project-group

    Regards,

    QianQW

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