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

Set up bid import

Set up shown below is required for bid import.

  • Initialize document templates
  • Set up integration parameters


Project manager Project manager Start Start Initialize document templates Initialize document templates The first step required to do the tender import is to initialize the document templates. This will load the default templates. Procedure 1. Go to Project management and accounting > Setup > Advanced project management > Integration > Initialize document templates. 2. Click OK. 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

Initialize document templates

Project manager

 		The first step required to do the tender import is to initialize the document templates. This will load the default templates.

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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