web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

D365 Finance & Ops - PMA - Default revenue recognition cost template

(0) ShareShare
ReportReport
Posted on by 37

We run fixed-price projects through project management and accounting in our D365 Finance & Operations instance.

We are exploring changing the calculation method for estimates so I've created a new estimate cost template. I can manually update projects to use this new cost template, but I can't find an option to set which Cost template is defaulted for newly created projects.

Is there a parameter for this somewhere or does it require custom development?

It's this field where i'd like to update the default:

I have the same question (0)
  • Suggested answer
    Gaurangkumar Jani Profile Picture
    4,544 User Group Leader on at

    Hi adamread

    Cost template is defaulted on Project Group.

    While creating the project you choose project group and based on that system update cost template on project.

    If you do not want to be based on project group, I would suggest customizing project creation form and provide selection of cost template.

    Please let us know if this helps.

    Thanks,

  • adamread Profile Picture
    37 on at

    Many thanks, can confirm I have found the setting on the project group like you suggested.

    Very helpful!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 836 Super User 2025 Season 2

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 452 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 349 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans