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 project transactions > View (Button tab) > View ledger updates (Button) > Transaction group (Form tab)

Legacy data model’s data entities

• PMBI_deTransactionGroup

New data model’s data entities

• PMBI_EnumsTableEntity