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

Set up equipment categories

To use equipment in project quotations and projects, the ‘Equipment’ transaction type is available. Define the categories for equipment in the same way as categories for hours.
Set up the equipment categories and related information to use equipment journal entries in your projects. You can set up equipment in Microsoft Dynamics 365 Asset management or in To-Increase Enterprise Asset Management solution.


Project manager Project manager Start Start Set up category group for equipment Set up category group for equipment Set up a category group to use for equipment. Set up as many category groups as needed to group your equipment. Procedure 1. Go to Project management and accounting > Setup > Categories > Category groups. 2. Click New. 3. In the Category group field, type a value. 4. In the Transaction type field, select 'Hour'. 5. In the Category group name field, type a value. 6. In the Line property field, enter or select a value. 7. In the Equipment field, select 'Yes'. 8. Click Save. Set up shared category for equipment Set up shared category for equipment Set up a shared category to use in your company or other companies. This is required before you can set up project categories.   Procedure 1. Go to Project management and accounting > Setup > Categories > Shared categories. 2. Click New. 3. In the Category ID field, type a value. 4. In the Category name field, type a value. 5. Select Yes in the Can be used in Project field. Note: Select other options as required for your needs for Production or Expense. 6. Click Save. Set up project category for equipment Set up project category for equipment Set up project categories based on the shared categories. Make sure to select the category group that is used for equipment. Procedure 1. Go to Project management and accounting > Setup > Categories > Project categories. 2. Click New. 3. In the Category ID field, enter or select a value. Note: Select the shared category you created for equipment. 4. In the Category group field, enter or select a value. Note: Select the equipment category group. 5. Select Yes in the Active in journals field. 6. In the Default line property field, enter or select a value. 7. Click Save. Set up equipment category validation Set up equipment category validation Use equipment category validation to control which project categories can be used on a project, to include equipment categories. Procedure 1. Go to Project management and accounting > Projects > All projects. 2. In the list, mark the selected row. 3. On the Action Pane, click Plan. 4. Click Assign categories. 5. Click Edit. 6. Click the Category assignments tab. 7. Click Add. 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. End End

Activities

Name Responsible Description

Set up category group for equipment

Project manager

Set up a category group to use for equipment. Set up as many category groups as needed to group your equipment.

Set up shared category for equipment

Project manager

Set up a shared category to use in your company or other companies. This is required before you can set up project categories.  

Set up project category for equipment

Project manager

Set up project categories based on the shared categories. Make sure to select the category group that is used for equipment.

Set up equipment category validation

Project manager

Use equipment category validation to control which project categories can be used on a project, to include equipment categories.

Set up equipment parameters

Project manager

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

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