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

Set up cost prices

Set up default cost prices for hour, equipment, and expense project categories. 


Project manager Project manager Start Start Set up cost price for hours Set up cost price for hours Set up cost prices for hours. You can set up cost prices per hour by project, project group, resource, project contract, customer, role ID, or price group. Procedure 1. Go to Project management and accounting > Setup > Prices > Cost price (hour). 2. Click New. 3. In the Effective date field, enter a date. 4. In the Role ID field, enter or select a value. 5. In the Resource field, enter or select a value. 6. Select the Effective labor rate check box. 7. Clear the Effective labor rate check box. 8. In the Customer account field, enter or select a value. 9. In the Project contract ID field, enter or select a value. 10. In the Category field, enter or select a value. 11. In the Project ID field, enter or select a value. 12. In the Price group field, enter or select a value. 13. In the Line property field, enter or select a value. 14. In the Construction template field, enter or select a value. 15. In the Subcontractor field, enter or select a value. 16. In the Cost price field, enter a number. Set up cost price for expenses Set up cost price for expenses Set up cost prices for expense categories. You can set up cost prices for expenses by project, project group, resource, project contract, customer, role ID, or price group. Procedure 1. Go to Project management and accounting > Setup > Prices > Cost price (expense). 2. Click New. 3. In the Effective date field, enter a date. 4. In the Category field, enter or select a value. 5. In the Resource field, enter or select a value. 6. In the Project ID field, enter or select a value. 7. In the Customer account field, enter or select a value. 8. In the Project contract ID field, enter or select a value. 9. In the Price group field, enter or select a value. 10. In the Line property field, enter or select a value. 11. In the Construction template field, enter or select a value. 12. In the Schedule unit field, enter or select a value. 13. In the Subcontractor field, enter or select a value. 14. In the Cost price field, enter a number. Set up cost price for equipment Set up cost price for equipment Set up cost prices for equipment categories. You can set up cost prices for equipment categories by project, project group, resource, project contract, customer, role ID, or price group. Procedure 1. Go to Project management and accounting > Setup > Prices > Cost price (equipment). 2. Click New. 3. In the Effective date field, enter a date. 4. In the Customer account field, enter or select a value. 5. In the Project contract ID field, enter or select a value. 6. In the Category field, enter or select a value. 7. In the Project ID field, enter or select a value. 8. In the Price group field, enter or select a value. 9. In the Line property field, enter or select a value. 10. In the Construction template field, enter or select a value. 11. In the Equipment field, enter or select a value. 12. In the Equipment type field, enter or select a value. 13. In the Cost price field, enter a number. 14. Close the page. End End

Activities

Name Responsible Description

Set up cost price for hours

Project manager

Set up cost prices for hours. You can set up cost prices per hour by project, project group, resource, project contract, customer, role ID, or price group.

Set up cost price for expenses

Project manager

Set up cost prices for expense categories. You can set up cost prices for expenses by project, project group, resource, project contract, customer, role ID, or price group.

Set up cost price for equipment

Project manager

Set up cost prices for equipment categories. You can set up cost prices for equipment categories by project, project group, resource, project contract, customer, role ID, or price group.

Provide feedback