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Project and resource task dimensions

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Microsoft Dynamics 365 Business Central distinguishes between default dimensions and document dimensions.

Default dimensions are typically set for master data such as items, customers, and resources. These default dimensions are combined into document dimensions (sales order, purchase order, and so on), from which a dimension set ID is created to be carried along in postings of the document. Projects are an exception: Microsoft Dynamics 365 Business Central does not consider a project as a true document, so default dimensions must be specified for a project.

Projects

Industrial Equipment Manufacturing adds the following features to handle dimensions for projects:

  • Project Dimension Code, in the project setup, select a dimension as the project dimension code. Each time a new project is created, a new dimension value is added with the project number.

  • Project Template Dimensions, in the project template, specify a set of default dimensions to copy to the project. The project template table (11014516 Base Template) is also listed in Default Dimension Priorities to set the priority per source code.

  • Resource tasks created from the project have the project dimensions as a dimension set ID.

The project dimension set is created from the following default dimension sets (when specified):

  • Project Dimension Code

  • Project Template

  • Bill-to Customer

  • Salesperson

  • Person Responsible (resource)

  • Responsibility Center

  • Location

Use Microsoft Dynamics 365 Business Central's Default Dimension Priorities and Dimension Combinations to manage the dimension set. Per dimension, the following settings are available:

  • Account type default dimension codes with Value Posting options: Same Code, Code Mandatory, No Code.

  • Allowed dimension values per account.

For more information on dimensions, see: Work with dimensions (Microsoft).

Resource tasks

The resource task has the dimension set ID from the document it was created from (project, assembly order, service order, production order). When selected in a time sheet, the set is completed with the default dimensions from the resource. Set the priorities in Default Dimension Priorities for the Time Sheet source code (Source Code Setup: Projects).