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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Financial Period Close...
Finance | Project Operations, Human Resources, ...
Answered

Financial Period Close Workspace in not Updating

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Posted on by BarryR 232

Hello All - 

I have followed all of the steps necessary to configure the financial period close workspace (please see screen shots for setups), however the Workspace itself does not load any data. I have configured other sandbox/UAT environments for other clients and have not run into this issue. Also, I did review previous forum questions specific to this same problem but none of them presented a working solution. Hoping someone else on the forum has had experience with this and can share the steps they took to correct. The configuration is in a Sandbox environment where all users have system admin rights.

Thanks in advance for any advice.

1. This is what the Workspace displays after all configurations are in place. None of the Tiles are updating. I would expect to see that each tile has a counter equal to 7 tasks not completed.  Notice also that the normal list views of Status by company, Status by area and Status by person are missing as well.

Period-Close-sample-2.png

2. Closing Roles

Period-close-1.png

3. Resources

Period-close-2.png

4.Task Areas

Period-close-3.png

5. Calendars

Period-close-4.png

6.Templates

Period-close-5.png

7. Closing schedules

Period-close-6.png

  • Suggested answer
    kanikachoudhary2311 Profile Picture
    kanikachoudhary2311 15 on at
    Financial Period Close Workspace in not Updating
     

    Try the following solutions if you still unable to view that tasks in Financial Period Workspace:

    1. Check your view permissions and companies assigned to someone’s role
      1. Navigate to General Ledger→Period Close→Financial period close configuration.
      2. Under the resources tab, make sure that the specific user has been added as a resource. If the desired view setting is set to only see tasks assigned, ensure the companies attached to the specific roles match up to the companies shown under the template you are using for the period.
    2. If #1 does not work, let’s check system user details:
      1. Navigate to System administration→Users→Users
      2. Search for the specific user you are experiencing the issue with, click their line, and then click their User ID in the first column to open their details.
      3. Click edit at the top left of the screen.
      4. Click the drop down menu under Person towards the right of the screen (see below screenshot). Select the desired employee.
      5. Click save at the top of the left screen. The user should be able to see the workspace populate with information.


  • Magno Pereira Profile Picture
    Magno Pereira 2,429 Super User 2025 Season 1 on at
    RE: Financial Period Close Workspace in not Updating

    Glad to know that helped!

  • BarryR Profile Picture
    BarryR 232 on at
    RE: Financial Period Close Workspace in not Updating

    Thank you Magno! That was the issue, I was not included as a resource. I did add myself and now all data is viewable to me on the Workspace.

  • Verified answer
    Magno Pereira Profile Picture
    Magno Pereira 2,429 Super User 2025 Season 1 on at
    RE: Financial Period Close Workspace in not Updating

    Hello Barry,

    Are you also a resource (step 3) and have access to all tasks?

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