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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 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 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 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
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…
Report Guide
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…
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…
What’s New in Version 10.0.9-11
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…
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 …
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…
Introduction
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…
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…
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
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…