1. To-Increase Dynamics 365 for Finance & Operations
  2. Advanced project management
  3. Setting up and maintaining Advanced project management

Set Advanced project management parameters

Before you can use Advanced project management, define the Advanced project management parameters.


Project manager Project manager Start Start Set general Advanced project management parameters Set general Advanced project management parameters Before you can use Advanced project management, define the Advanced project management parameters. Procedure 1. Go to Project management and accounting > Setup > Advanced project management > Advanced project management parameters. 2. Sub-task: General. 3. In the Default project type field, select an option. 4. In the Default project group field, enter or select a value. 5. In the Plan field, enter or select a value. 6. In the Pricing priority field, select an option. 7. Select No in the Use advanced pricing field. 8. In the Default cost code standard field, enter or select a value. 9. In the Default cost code level field, select an option. 10. In the Validate quantity field, select an option. 11. Select choice for Lock for editing field. 12. Make selection for Auto scheduling field. 13. Make selection for the Transfer to item requirement field. 14. Make selection for Rounding off total amounts field. 15. In the Equipment field, type a value. 16. Sub-task: Display options. 17. Click the Display options tab. 18. In the Project node field, enter or select a value. 19. In the Activity node field, enter or select a value. 20. In the Option/Alternative node field, enter or select a value. 21. In the Subcontract node field, enter or select a value. 22. In the Comparison color field, enter or select a value. 23. In the Indirect Cost Color field, enter or select a value. 24. Select No in the Show alternatives and options field. 25. Select No in the Show WBS with units and quantities field. 26. Sub-task: WBS Cost Control. 27. Click the WBS cost control tab. 28. Select Yes in the Use cost code field. 29. In the Default journal name field, enter or select a value. 30. In the Category field, enter or select a value. 31. In the Default journal name field, enter or select a value. 32. In the WBS budget period field, select an option. 33. In the Cost code budget period field, select an option. 34. Sub-task: Project change order. 35. Click the Project change order tab. 36. In the Pending forecast model field, enter or select a value. 37. In the Approved forecast model field, enter or select a value. 38. Sub-task: Number sequences. 39. Click the Number sequences tab. 40. Close the page. Set progress billing parameters Set progress billing parameters If you use progress billing, set the progress billing parameters on the Advanced project management parameters. Procedure 1. Go to Project management and accounting > Setup > Advanced project management > Advanced project management parameters. 2. Click the Progress billing tab. 3. In the Format field, define the sequence number suffix format for progress bills. 4. Select Yes in the Use progress billing field. 5. Select Yes in the Update internal progress from the progress bill field. 6. In the Default Journal name ID project field, define the default journal name used for project progress bills. 7. In the default journal name ID for subcontract field, define the default journal name to be used for subcontract progress bills. 8. In the Line property field, select a default value. 9. In the Revenue category field, enter or select a value. 10. In the Show number of decimals field, enter a number. Set up equipment parameters Set up equipment parameters If you use equipment, set the equipment parameters on the Advanced project management parameters. Procedure 1. Go to Project management and accounting > Setup > Advanced project management > Advanced project management parameters. 2. Click the Equipment tab. 3. In the Equipment revenue journal name field, enter or select a value. 4. In the Journal - Equipment field, enter or select a value. 5. In the Default category - Equipment field, enter or select a value. 6. In the Equipment revenue category field, enter or select a value. 7. In the Equipment revenue line property field, enter or select a value. 8. In the Default resource field, enter or select a value. 9. Select Yes in the Post depreciation field. 10. In the Depreciation journal name field, enter or select a value. 11. In the Depreciation category id field, enter or select a value. 12. Close the page. 13. Go to Default dashboard. Set up subcontract management parameters Set up subcontract management parameters If you use subcontracting, set the subcontracting parameters on the Advanced project management parameters. Procedure 1. Go to Project management and accounting > Setup > Advanced project management > Advanced project management parameters. 2. Click the Subcontracting tab. 3. In the Forecast model field, enter or select a value. 4. Make your selection in the Validate quantity field. Set up integration parameters Set up integration parameters Below listed are the parameters for tender import that are included as a part of the set up for APM.Calculation group for tender import: Calculation group is used to convert the unit from the file into a scheduled unit. You need to make sure that all the units present in the tender import file are present as units in D365 FO and must be mapped to a variable in the calculation group.Default category: The category that is set up in the parameters will be flown into each transaction line by default and this can be changed too. Procedure 1. Click Advanced project management. 2. Click Advanced project management parameters. 3. Click the Integrations tab. 4. In the Calculation group for tender import field, enter or select a value. 5. In the Default category field, enter or select a value. 6. Click Save. 7. Close the page. End End

Activities

Name Responsible Description

Set general Advanced project management parameters

Project manager

Before you can use Advanced project management, define the Advanced project management parameters.

Set progress billing parameters

Project manager

If you use progress billing, set the progress billing parameters on the Advanced project management parameters.

Set up equipment parameters

Project manager

If you use equipment, set the equipment parameters on the Advanced project management parameters.

Set up subcontract management parameters

Project manager

If you use subcontracting, set the subcontracting parameters on the Advanced project management parameters.

Set up integration parameters

Project manager

Below listed are the parameters for tender import that are included as a part of the set up for APM.


  • Calculation group for tender import:
    Calculation group is used to convert the unit from the file into a scheduled unit.
    You need to make sure that all the units present in the tender import file are present as units in D365 FO and must be mapped to a variable in the calculation group.

  • Default category:
    The category that is set up in the parameters will be flown into each transaction line by default and this can be changed too.

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