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 data model’s data entities

  • PMBI_deProjectCategory

New data model’s data entities

  • PMBI_ProjCategoryEntity
  • PMBI_ProjCategoryGroupEntity

Synapse link approach tables

  • ProjCategory
  • ProjCategoryGroup

Field level functional description

  • ProjectCategoryGroupID: The unique identifier or code for the project category group.
  • ProjectCategoryGroupID_ProjectCategoryGroupName: A combined field showing both the project category group ID and its name for easier identification.
  • ProjectCategoryGroupName: The descriptive name of the project category group.
  • ProjectCategoryGroupName_ProjectCategoryGroupID: A combined field showing both the project category group name and its ID for easier identification.
  • ProjectCategoryID: The unique identifier or code for the project category.
  • ProjectCategoryID_ProjectCategoryName: A combined field showing both the project category ID and its name for easier identification.
  • ProjectCategoryItemTaxGroup: The tax group applicable to items in this project category.
  • ProjectCategoryName: The descriptive name of the project category.
  • ProjectCategoryName_ProjectCategoryID: A combined field showing both the project category name and its ID for easier identification.

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