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Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... pjptdsum and pjptdact ...

Finance | Project Operations, Human Resources, ...

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pjptdsum and pjptdact tables

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Posted on by BettyB

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Does anyone know how these tables are poplulated? I have a custom report that pulls data from these tables and some of the data is missing from them.

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coen@profoundsoluti... 45 on at

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RE: pjptdsum and pjptdact tables

Hi, as far as I remember , specifically for the pjptd....tables, the previous period balances are only rolled forward to the next period when the PC closing process is run.

When the project tick-box "Balance forward at YE" is ticked. Then the balances will also populate the opening balances for the following year.
When transactions are entered into previous periods or years then all periods from those transaction period must be rolled up to the current period.
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Erich Strelow F 1,642 on at

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RE: pjptdsum and pjptdact tables

The pjptdsum and pjptdrol tables includes data from several sources:

The "actual to date" data (act_amount, act_units) should be updated each time a project transfer process is run. If your setup is on "auto project transfer", then it should be updated for each project-borne transaction. Your project related actual expenses and incomes should end up here.

The budget data (total_budget_amount, total_budget_units, eac_amount, eac_units, fac_amount, fac_units) comes from the main project project screen on the budget tab. If your setup includes the project budget module, this data must be populated via the module.

The commitments data (com_amount, com_units) should be updated each time a commitment recalculation process is run. There is a screen for this process. You must run the process in order to get the commitment data, but scheduling execution is available. In turn, the commitments comes from several sources.

In order for the above to work, a set of project accounts must be setup in the first place.

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