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

Synapse link approach tables

• PMBIENUMSTABLE
  

Field level functional description

• TransactionGroupID: The unique identifier (usually numeric) for the transaction group, used for classification and reference.
• TransactionGroupID_TransactionGroupName: A combined field of the transaction group ID and its name for easier identification and reference.
• TransactionGroupName: The descriptive name of the transaction group (e.g., Revenue, Expense).
• TransactionGroupName_TransactionGroupID: A combined field of the transaction group name and its ID for easier identification and reference.