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Project/category validation report (ProjValProjCategory)

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

To control how project transactions are recorded, you can limit the values that are available in journals and timesheets for workers, projects, and categories. You can also set up groups of rules to prevent posting of transactions that violate the validation rules. Use this report to view a list of the categories and projects included in validation groups.

How to filter the data on this report

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Include project types

Select the types of projects that you want to include on the report. You must select at least one project type.

Include transaction types

Select the transaction types that you want to include on the report. You must select at least one transaction type.

Validation

Select how you want to display the first column on the report from the following options:

  • Project – Display projects for which validation is enabled for associated workers.

  • Category – Display categories for which validation is enabled for associated workers.

Project/category

Click Select. In the Project validation category assignments form, select the project categories to include on the report. To add more than one category, click Add.

How to work with reports

The following topics explain how to print a report and how to filter and sort the data on a report.

Details of this report

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

ProjValProjCategory

Location of report in the AOT

\SSRS Reports\Reports\ProjValProjCategory

Menu item of the report

ProjListValProjCategory

Navigation to the report

Click Project management and accounting > Reports > Base data > Validation > Project/category validation.

Where the data in this report comes from

The data on this report comes from the following sources:

  • ProjValProjCategoryDP.processReport

  • ProjValProjCategorySetUp table

  • ProjValProjCategoryTable

  • ProjValProjectTmp table

Note

To determine where the data in the temp tables comes from, view the cross-references for the ProjValProjCategoryDP.processReport class.

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).