Dynamics 365 Project Operations: Optimize Project Operations - Enable project resources on general journal entries

This feature expands the existing general journal functionality for modern projects.

A new capability is added so general journal lines can have an associated project resource .

Specifying the project resource on a journal line allows for increased tracking and auditability for where organizations want to track expense journals on a detailed per-resource basis instead of in a summary.

Tracking expenses on a per-resource basis is especially helpful for scenarios around accruals where all expenses aren't approved and posted from the prior period and organizations want to track as per-resource accruals to reverse in the next month.

Additional enhancements are being added for an improved user experience.

This feature is specific to customers using the Project Operations Integrated with ERP deployment type.

Business Value

Microsoft Dynamics 365 Finance offers rich functionality with journals for many scenarios. It includes advanced capabilities such as workflow and reversals. When you use this functionality, you can create general journals in Finance for Microsoft Dataverse-based projects to post expenses.

Enabled for

Enabled by admins/makers/marketers for end users