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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…

Utilization Target

Data Model » Fact Tables » Utilization Target

Summary Utilization targets are a measure of expected working and productive hours by worker by day. This fact table is at a detailed level to simplify utilization reporting over any time period. Utilization targets are a Projects360 feature that rely on setting up…

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…

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…

Utilization

Report Guide » Utilization

The report provides an overview of Resource utilization within the organization. This Report is targeted audience are Project manager which helps them to have the trend on billable hours and employee utilization.This give the historical trend by hierarchal level…

Utilization Type

Data Model » Dimension Tables » Posting Related Dimensions » Utilization Type

Summary Reporting category for utilization (Utilized, not-utilized, etc.). This is a Projects360 feature. Dynamics 365 Menu Item(s) Project management and accounting > Projects360 BI Setup > Utilization type Project management and accounting > Transactions >…

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 Category

Data Model » Dimension Tables » Attribute Related Dimensions » Project Category

Summary Project categories represent the types of costs or revenues defined for your organization. Each category is associated with a category group. Dynamics 365 Menu Item(s) Project management and accounting > Setup > Categories > Project categories Legacy…

Project Invoice

Data Model » Dimension Tables » Attribute Related Dimensions » Project Invoice

Summary An invoice sent to a customer. Dynamics 365 Menu Item(s) Project management and accounting > Project invoices > Project invoices Legacy data model’s data entities PMBI_deProjectInvoice New data model’s data…

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…

Project Role

Data Model » Dimension Tables » Resource Related Dimensions » Project Role

Summary Role the worker played on a project (or default role as fall back). Recorded at an Hours transaction level. Dynamics 365 Menu Item(s) Project management and accounting > Setup > Resources > Setup roles Project management and accounting > Inquiries and…

Project Controller

Data Model » Dimension Tables » Resource Related Dimensions » Project Controller

Summary A project controller can be defined on each project. Dimension contains attributes of the worker applied. Dynamics 365 Menu Item(s) Project management and accounting > Projects > All projects (Edit) > Project controller (Field) Legacy data model’s…

Project Manager

Data Model » Dimension Tables » Resource Related Dimensions » Project Manager

Summary A project manager can be defined on each project. Dimension contains attributes of the worker applied. This dimension also represents Billing approver for Invoice related Fact tables. Dynamics 365 Menu Item(s) Project management and accounting > Projects >…

Project Portfolio

Report Guide » Project Portfolio

Project Portfolio is based on the aec360 BI data model. The report provides an overview of all the Projects assigned to the user. From the Project Name, users can expand details to see metrics for agreements under that Project. Project information such as Contract…

Project Details

Report Guide » Project Details

This Report Provides of the detailed information of the selected Project navigated from project Portfolio. This Reports consists of below mentioned tabs, Project at a Glance This will give the overall view of the selected project, this section is divided into two…

Project Funding Source

Data Model » Dimension Tables » Attribute Related Dimensions » Project Funding Source

Summary Customer(s) or Business unit(s) who are funding the project. Funding sources are a more complicated representation of the customer dimension, as some projects can be funded by multiple customers. Dynamics 365 Menu Item(s) Project management and accounting…

Posting Related Dimensions

Data Model » Dimension Tables » Posting Related Dimensions

Financial Dimension Exchange Rate Main Account Posting Type Project Transaction Type Transaction Group Utilization Type

Report Guide

This section of documentation list out all the PowerBI reports available out of the box in the projects360 pack. These reports cater to various aspects of business and give us better view of the day to day business processes. These reports also provides us the…

Whats New in Version 10.0.12/13

Project Contract Dimension Project Contract dimension has been added which will allow the user to slice the Fact table data based on project contract. Project Hierarchy Project Hierarchy has bee added to the model, which helps the users to view the projects in…

Fact Tables

Data Model » Fact Tables

Fact tables provide the (usually) additive values that act as independent variables by which dimensional attributes are analyzed. In case of projects360, Fact tables are transactions tables from Microsoft Dynamics 365 Finance and Operations, where numerical figures…

Resourcing Report

Report Guide » Resourcing Report

Resourcing content pack provides the details of the resource hours on the assigned project. Resourcing content pack consisting the following tabs Resourcing at a Glance: This will have the overall view of the resource such as Total estimated hours, Estimated…

Table Relationships

Data Model » Table Relationships

Dimensions Actual Actual Sales AR Aging Budget Budget Sales Committed Cost Customer PO General Ledger Project Invoice Time Sheet Utilization Target Resourcing Activity …

Resourcing

Data Model » Fact Tables » Resourcing

Summary Resourcing is a measure of resource booked against a project and hour forecasts of resources in an organization. This fact table is at a detailed level to simplify resource booking and utilization reporting over any time period. Resourcing is a projects360 …

What’s New in Version 10.0.9/11

Whats New in Version 10.0.12/13 » What’s New in Version 10.0.9/11

New Model – Table Based Entity approach To export the data from Dynamics 365 Finance and Operations we are now following Table based entity approach which not only allows us to be more agile but also makes the system robust. Now all the entities provided in the…

Posting Type

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

Summary Type of posting profile used when recording the transaction. Dynamics 365 Menu Item(s) Project management and accounting > Transactions > Posted project transactions > View (Button tab) > View ledger updates (Button) > Posting type (Field) General ledger…

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 >…

Budget Sales

Data Model » Fact Tables » Budget Sales

Summary Budgeted sales amount expected against the project. There are many Forecast models in the budget table, each with their own unique characteristics. Measures written against this fact table are specific to a forecast model. Dynamics 365 Menu Item(s) Project…

Resource

Data Model » Dimension Tables » Resource Related Dimensions » Resource

Summary Resource (worker) associated to a given transaction. Dynamics 365 Menu Item(s) Project management and accounting > Project resources > Resources list Legacy data model’s data entities PMBI_deResource New data model’s data…

Introduction

Welcome to BI manual! Capturing information about key business processes and transactions in your ERP system is critical to effectively managing your projects and resources and serving your clients. But having the ability to easily consume this information to help…

Attribute Related Dimensions

Data Model » Dimension Tables » Attribute Related Dimensions

Activity Project Category Customer Customer PO Data Area Project Funding Source Project Project Invoice Work Location Line Property Sales Currency Vendor Contract

Resource Related Dimensions

Data Model » Dimension Tables » Resource Related Dimensions

Resource Project Role Project Controller Project Manager Sales Manager

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…

AR Aging

Data Model » Fact Tables » AR Aging

Summary Project based accounts receivable invoices that haven’t been paid. This is a Projects360 feature and the underlying data is controlled by a periodic (batch) process. Dynamics 365 Menu Item(s) Project Management and accounting > Projects360 > Accounts…

Budget

Data Model » Fact Tables » Budget

Summary Estimated amounts and quantities expected against the project. There are many Forecast models in the budget table, each with their own unique characteristics. Measures written against this fact table are specific to a forecast model. Dynamics 365 Menu…

Customer PO

Data Model » Fact Tables » Customer PO

Summary Customer that is associated to the funding source of a project for client projects, or the customer field on the project for Internal projects. Dynamics 365 Menu Item(s) Project management and accounting > Projects > Project contracts (Edit) > PO List…

Expected Row Count Mismatch

Technical Guide » Table Based Entity Creation Best Practices » Expected Row Count Mismatch

View Result Comments ProjectController Row count mismatch is expected Included a NOT EXISTS statement to filter out workers that are not controllers on any project ProjectManager Row count mismatch is expected …

Customer PO

Data Model » Dimension Tables » Attribute Related Dimensions » Customer PO

Summary A tracking mechanism for the authorized spend on a project. Dynamics 365 Menu Item(s) Project management and accounting > Projects > Project contracts (Edit) > PO List (FastTab) Legacy data model’s data entities PMBI_deCustomerPO New data…

Activity

Data Model » Dimension Tables » Attribute Related Dimensions » Activity

Summary Work breakdown structure (WBS) task for a project. Dynamics 365 Menu Item(s) Project management and accounting > Projects > All projects > Plan (Button tab) > Work breakdown structure (Button) Project management and accounting > Projects > All projects >…

Customer

Data Model » Dimension Tables » Attribute Related Dimensions » Customer

Summary Customer that is associated to the funding source of a project for client projects, or the Customer field on the project for Internal projects. Dynamics 365 Menu Item(s) Accounts receivable > Customers > All customers Legacy data model’s data…

Contract

Data Model » Dimension Tables » Attribute Related Dimensions » Contract

Summary The core entity in the project module which provides contact details. Dynamics 365 Menu Item(s) Project management and accounting > Projects > Projects Contract New data model’s data…

Contract Details

Report Guide » Contract Details

This Report Provides of the detailed information of the selected Contract navigated from Contract Portfolio. This Reports consists of below mentioned tabs, Contract at a Glance This provides users with an overview of a specific contract’s health using metrics and…

Sales Manager

Data Model » Dimension Tables » Resource Related Dimensions » Sales Manager

Summary A sales manager can be defined on each project. Dimension contains attributes of the worker applied. Dynamics 365 Menu Item(s) Project management and accounting > Projects > All projects (Edit) > Sales manager (Field) Legacy data model’s data…

Timesheet Dimension

Data Model » Dimension Tables » Posting Related Dimensions » Timesheet Dimension

Summary It contains timesheet entries for resources Dynamics 365 Menu Item(s) Project management and accounting > Timesheets> All Timesheets Project management and accounting > Timesheets> MyTimesheets Legacy data model’s data entities PMBI_deTimesheet…

Work Location

Data Model » Dimension Tables » Attribute Related Dimensions » Work Location

Summary Geographic location where work took place. Dynamics 365 Menu Item(s) Project management and accounting > Projects360 Setup > Work location Legacy data model’s data entities PMBI_deWorkLocation New data model’s data…

Line Property

Data Model » Dimension Tables » Attribute Related Dimensions » Line Property

Summary Line property of the selected record. Dynamics 365 Menu Item(s) Project management and accounting > Setup > Line properties > Line properties Legacy data model’s data entities PMBI_deLineProperty New data model’s data…

Financial Dimension

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

Summary Combination of financial dimensions that project transactions are posted to. Same dimensions as those recorded in the General ledger. Dynamics 365 Menu Item(s) General ledger > Chart of accounts > Dimensions > Financial dimensions New data model’s…

Vendor

Data Model » Dimension Tables » Attribute Related Dimensions » Vendor

Summary The vendor associated with a project expense. Dynamics 365 Menu Item(s) Accounts payable > Vendors > All vendors Legacy data model’s data entities PMBI_deVendor New data model’s data…

Committed Cost

Data Model » Fact Tables » Committed Cost

Summary Committed means an obligation has been made requiring a future cash outlay. Most commonly, Committed costs are recorded through a purchase order. Dynamics 365 Menu Item(s) Project Management and accounting > Inquiries and reports > Committed costs…

Timesheet

Data Model » Fact Tables » Timesheet

Summary Timesheets (specifically unposted time) is a form of Committed costs. This fact is generally used to report unposted time, but can also be used to compare the original timesheet to the final actual posting including adjustments. Dynamics 365 Menu…

General Ledger Analysis

Report Guide » General Ledger Analysis

General ledger analysis report consists of details such as Opening balance, debits, credits, net change and closing balance of Main account. This report can be used by account managers to check and update the accounts correctly. Here user can drill through for…

Create Azure SQL DB

Technical Guide » Azure SQL Databases (BYOD) » Create Azure SQL DB

In order to create an Azure SQL Database, several resources need to be created beforehand. Some of these can be created during the database creation stage, but this document will show them individually, although the steps are generally the same. The items required…

Common Tasks

Technical Guide » Azure SQL Databases (BYOD) » Common Tasks

This section of the document will go over a number of common tasks, which will save them from being repeated for each of the steps in the document. Login to the Azure Portal The majority of the steps in this document will require you to log in to the Azure portal.…

Default Azure Analysis Services

Technical Guide » Automated Data Refresh » Default Azure Analysis Services

Azure Analysis Services is a fully managed platform that provides enterprise-grade data models in the cloud. You can use advanced mashup and modelling features to combine data from multiple data sources, including on premise databases and cloud databases, as well as…

Publishing SQL Views

Technical Guide » Azure SQL Databases (BYOD) » Publishing SQL Views

Instead of consuming tables directly in tabular cube, it is recommended to first create SQL views out of those tables and then consume these views in SSAS tabular cubes. When views are used we get the flexibility to make few changes as listed below to name a few of…

Run Data Export to Azure SQL

Technical Guide » D365FO Tasks » Run Data Export to Azure SQL

Step 1 – Creating an Export Group Navigate to the Data Management workspace in D365FO and select the “Export” button. Give your Export Group a name and enter it under the “Group name” field. Depending on if you are adding a single data…

BI Terms

At the beginning of any new BI projects it can be challenging to get everyone using common terminology and language. This list is intended bridge the gap for technical and non-technical members of the project. Using common terminology and language helps to have more…