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Project Transaction Date

Data Model » Dimension Tables » Date Related Dimensions » Project Transaction Date

Summary Date of project transactions; the date the work was performed. Dynamics 365 Menu Item(s) Organization administration > Setup > Calendars > Date dimensions Legacy data model’s data entities PMBI_deProjTransDate New data model’s data…

Project Transaction Status

Data Model » Dimension Tables » Posting Related Dimensions » Project Transaction Status

Summary Project Transaction Status is an dimension which enables slice and dice of the data based on transaction status. This is a Projects360 feature. Legacy data model’s data entities PMBI_DEPROJTRANSSTATUS New data model’s data…

Actual

Data Model » Fact Tables » Actual

Summary Transactions that have been recorded against the project, such as time or expenses. Actual is synonymous with “posted”. This table shares common themes as General ledger transactions, but is specific to the Project subledger. Dynamics 365 Menu…

Project Transaction Type

Data Model » Dimension Tables » Posting Related Dimensions » Project Transaction Type

Summary Type of transaction recorded against a project. Hour, Expense, Item, On-account or Fee. Dynamics 365 Menu Item(s) Project management and accounting > Transactions > Posted project transactions > View (Button tab) > Transaction type (Field) Legacy data…

Actual Sales

Data Model » Fact Tables » Actual Sales

Summary Sales amounts recorded against the project in the currency of the Project contract. Used for project level reporting in project currency. Dynamics 365 Menu Item(s) Project management and accounting > Inquiries and reports > Transactions inquiries > Hour >…

Transaction Group

Data Model » Dimension Tables » Posting Related Dimensions » Transaction Group

Summary Reporting category for amounts (Revenue, Labor, Expense, etc). This is a Projects360 feature. Dynamics 365 Menu Item(s) Project management and accounting > Projects360 BI Setup > Transaction group Project management and accounting > Transactions > Posted…

Date Financial

Data Model » Dimension Tables » Date Related Dimensions » Date Financial

Summary Date transaction was posted to the General ledger. Dynamics 365 Menu Item(s) General ledger > Ledger setup > Fiscal calendars Legacy data model’s data entities PMBI_deDateFinancial New data model’s data…

Project

Data Model » Dimension Tables » Attribute Related Dimensions » Project

Summary The core entity in the project module. Dynamics 365 Menu Item(s) Project management and accounting > Projects > All projects Legacy data model’s data entities PMBI_deProject New data model’s data…

Date Related Dimensions

Data Model » Dimension Tables » Date Related Dimensions

Date Financial Project Transaction Date Project Transaction Date Actual Project Transaction Date Budget Project Transaction Date Time Sheet Project Transaction Date Utilization Target

Project Invoice

Data Model » Fact Tables » Project Invoice

Summary Amount billed to the customer including taxes and charges. Invoiced amounts are also included in actuals, but do not include Invoice currency and tax details. Dynamics 365 Menu Item(s) Project management and accounting > Project invoices > Project…