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

How to run & see Recognized Revenue for all fixed price type Projects in report level in D365 F&O

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Posted on by 85

Hello,

We are looking for some assistance in Project accounting module - as we would like to know the process related to running Recognized Revenue for ALL Fixed Price type projects at INQUIRY/ REPORT LEVEL.

So, please let us know, Is there any REPORT/INQUIRIES will give us the Recognized Revenue details for ALL THE PROJECTS at one go instead of running Estimates for an Individual project one by one, since client wants to run & see for all the projects.

Looking for your valuable assistance.

Thanks,

Durgarao.

  

I have the same question (0)
  • Suggested answer
    saurabh bharti Profile Picture
    15,055 Moderator on at

    Hi,

    I think estimation needs to be done project by project only. Did you look follwing reports : 

    pastedimage1671031776088v1.png

    Also the project management workspace > Analytics section of power BI

  • Ferguson - TD Profile Picture
    128 on at

    Hi, we don't run our estimates one at a time.  You can create estimates for a whole project group and then you can post them as a batch as well.  

    We now have an added customized feature that makes it even easier but without that we would go to PMA > Periodic > Estimates > Create Estimates, we would filter our "records to include" to the project group we want and run it.  

    We would then go back to Periodic > Estimates > Post Estimates and post as a batch.  

    I am guessing this is still available.  

  • Suggested answer
    Durgarao Profile Picture
    85 on at

    Hi,

    Yes, we did fallowed the same and it is available. thanks for your response.

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