To use equipment in project quotations and projects, the ‘Equipment’ transaction type is available. Define the categories for equipment in the same way as categories for hours.
Set up the equipment categories and related information to use equipment journal entries in your projects. You can set up equipment in Microsoft Dynamics 365 Asset management or in Project Control Suite - Asset Management.
Name | Responsible | Description |
---|---|---|
Set up category group for equipment |
Project manager |
Set up a category group to use for equipment. Set up as many category groups as needed to group your equipment. |
Set up shared category for equipment |
Project manager |
Set up a shared category to use in your company or other companies. This is required before you can set up project categories. |
Set up project category for equipment |
Project manager |
Set up project categories based on the shared categories. Make sure to select the category group that is used for equipment. |
Set up equipment category validation |
Project manager |
Use equipment category validation to control which project categories can be used on a project, to include equipment categories. |
Set up equipment parameters |
Project manager |
If you use equipment, set the equipment parameters. |
Name | Responsible | Description |
---|---|---|
Set up category group for equipment |
Project manager |
Set up a category group to use for equipment. Set up as many category groups as needed to group your equipment. |
Set up shared category for equipment |
Project manager |
Set up a shared category to use in your company or other companies. This is required before you can set up project categories. |
Set up project category for equipment |
Project manager |
Set up project categories based on the shared categories. Make sure to select the category group that is used for equipment. |
Set up equipment category validation |
Project manager |
Use equipment category validation to control which project categories can be used on a project, to include equipment categories. |
Set up equipment parameters |
Project manager |
If you use equipment, set the equipment parameters. |
Related to | Notes |
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Set up equipment parameters |
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Set up equipment categories |
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