1. To-Increase Dynamics 365 for Finance & Operations
  2. Advanced project management
  3. Working with Advanced project management
  4. Create and manage projects

Use project inventory

You can use project inventory tracking to make sure that project-specific inventory is only used by the project to which it is assigned.

Project inventory ensures a direct relation between demand lines and coverage unlike regular master planning which is done anonymous.

To track project inventory, you use project inventory numbers on projects and tracking dimension groups on products:

  • Tracking dimension group: Assign a tracking dimension group, with the project dimension active, to the products for which you want to track project inventory.
  • Project inventory number: If you want to track project inventory for a project, you must assign a project inventory number to the project.

As a result, you can track project inventory for the products with a tracking dimension group for which the Project inventory number dimension is active.

If there is demand for a project, for example an item requirement, with a project inventory number defined, this demand can be fulfilled with on hand inventory:

  • With the same project inventory number defined.
  • Without a project inventory number defined.

BOMs

If you have project demand for a BOM product, and project inventory is tracked, the project inventory number is applied to all levels of the BOM.

However, if for a product on a BOM line no project inventory tracking is active, the project inventory number is not applied to this product, and also not to BOM levels beneath this product.

Master planning:

If you run the master plan for demand for the same product but with different project inventory numbers defined, a separate planned order is created for each project inventory number.

If you have project-specific demand, for example an item requirement with a project inventory number defined, and:

  • Anonymous inventory on hand is available, master planning takes this inventory to cover the project-specific demand.
  • An anonymous production order or purchase order is available, master planning does not consider these orders to cover the project-specific demand. Instead, master planning creates project-specific planned orders to cover the project-specific demand.

Split pegging:

If you have, for a project, several project-specific item requirement lines with the same item, one planned order is created for these requirements.


Project manager Project manager Start Start Assign project inventory tracking dimension group to product Assign project inventory tracking dimension group to product Assign a tracking dimension group, with the Project dimension active, to the products for which you want to track project inventory. Procedure 1. Go to Product information management > Products > Released products. 2. In the list, find and select the desired record. 3. Click Dimension groups to open the drop dialog. 4. In the Storage dimension group field, enter or select a value. 5. In the Tracking dimension group, select a dimension group with the Project dimension active. 6. Click OK. 7. Close the page. 8. Go to Default dashboard. Assign project inventory number to project Assign project inventory number to project If you want to track project inventory for a project, you must assign a project inventory number to the project.As a result, you can track project inventory for the products with a tracking dimension group for which the Project dimension is active. Procedure 1. Go to Project management and accounting > Projects > All projects. 2. In the list, find and select the desired record. 3. In the list, click the link in the selected row. 4. Click Edit. 5. Expand the Project Inventory section. 6. Click Assign. Note: By default, the first ten characters of the number of the selected project are proposed. You can change the default number, or you can manually select an existing project inventory number. 7. Click OK. 8. Close the page. 9. Close the page. 10. Go to Default dashboard. Notes Remove project inventory number from project Remove project inventory number from project You can remove a project inventory number on a project. This is only applied to new transactions for the project. Existing transactions aren't changed. Procedure 1. Go to Project management and accounting > Projects > All projects. 2. In the list, find and select the desired record. 3. In the list, click the link in the selected row. 4. Expand the Project Inventory section. 5. Click Remove. 6. Click OK. 7. Close the page. 8. Close the page. 9. Go to Default dashboard. End End Is project inventory tracking still required for the project? Is project inventory tracking still required for the project? No Yes

Activities

Name Responsible Description

Assign project inventory tracking dimension group to product

Project manager

Assign a tracking dimension group, with the Project dimension active, to the products for which you want to track project inventory.

Assign project inventory number to project

Project manager

If you want to track project inventory for a project, you must assign a project inventory number to the project.

As a result, you can track project inventory for the products with a tracking dimension group for which the Project dimension is active.

Remove project inventory number from project

Project manager

You can remove a project inventory number on a project. This is only applied to new transactions for the project. Existing transactions aren't changed.

Provide feedback