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Hi Community,
I am trying to find the setup issue in Project Accounting that when I select one of the Contract id "Admin" systems and create a new project, the existing setup picked only 8 "Cost Category ID" which out of a total of 107 Cost Category ids. User manually attached the Cost Categories under the Budget window. Following is the screenshot. The system didn't pick automatically all cost category ids in Admin Contact but another Contract system will pick all cost categories.
Please advise and help why the system will pick all cost categories in other Contracts but not in the "Admin"?
I also created a new Contract and create a new project, system picked all cost categories.
Do I need to delete the Admin contract? or inactive and create a new contract and attached all the projects?
but it could be an impact on my data and history for the Admin contract.
What is the relationship
Admin Contract Project screen and budget window. (picked only 8 cost category)
Admin Contract Setup window
Battery Contact Project and Budget window (picked all cost category ids)
Battery Contact Setup
Hello,
Thank you for your screenshots. based on your description, I am not aware of any settings in Microsoft Dynamics GP that could control this or automatically add these budgets for you when you create a new project under your existing Contract, other than if you are using a Template on your contract and that would just create all of the projects and budgets at once. It wouldn't put all the budgets on the Projects if you added a new one. Is it possible that you have a customization installed that is controlling this setup and automatically selecting these budgets for you?
Through the user interface without customizations, if you are adding a new Project to a Contract individually, then you would have to open the Project Card window, and under Template on the menu, select Copy Existing Budget. That would allow for you to copy all 108 budgets from an existing Project that is already in the system that has those 108 Projects.
If you have any history on your Contract, Microsoft Dynamics GP would not allow you to delete it so that would not be an option for you, but if you do not have any history on it, you could delete all of the Projects, then delete the Contract.
I will leave this open to any others who might have an idea on this, or maybe I am misunderstanding your asking or expectation of the setup.
Thanks!
Isaac Olson
Microsoft Support
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