Enable on-account transactions created by project category

Important

This content is archived and is not being updated. For the latest documentation, go to Project Operations updates. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	-	Sep 17, 2024

Business value

Organizations may have requirements to categorize and report on revenue from different sources. By enabling on-account transactions to have an additional field of category, it allows for different financial accounts to be used and reported on.

Feature details

This feature provides the ability to specify different project categories for project milestones, or other on-account transaction types. The project categories allow you to specify a different financial account for posting and recording in the general ledger and the project subledger for reporting purposes. This feature is available for resource/non-stocked deployments.

See also

Configure project categories (docs)