Project Groups

In Scope

Technical: ProjGroup | ID: D365FO-PRJ-PROJGROUP-PROJECT_GROUPS

See how this object fits into Projects

Review the broader sequencing and dependencies for this domain

Migration Details

Complexity: Low
Sequencing: Stage 1 - Master Data
Typical Sources: ERPLegacy

Classification

Object Type: dictionary

Target Structure

Load Approach: Table
Target Objects: ProjGroup

Field Definitions(5)

Rules & Considerations(33)

validation

constraint

Sample Load Data(3)

_scenario	ProjTypeR	DATAAREAIDR	PROJGROUPIDRPK	PostingMethodR	DESCRIPTION	SalesTaxGroup	EstimateMethod	ForecastModelId	InvoicingMethod	AllowAdjustments	ProjectGroupType	ItemSalesTaxGroup	ServiceOrderPosting	CostPriceCalculation	SalesPriceCalculation	ValidateDateOnExpense	PayrollAllocationMethod	ValidateDateOnTimesheet	DefaultRetainagePercentage	RevenueAccountDisplayValue	WIPCostAccountDisplayValue	ProfitLossAccountDisplayValue	RetainageTermsId	WIPSalesAccountDisplayValue	WIPProfitAccountDisplayValue	SalesOrderAccountDisplayValue	ItemConsumptionAccountDisplayValue	EliminationAccountDisplayValue
Example values from field definitions	TimeAndMaterial	USMF	TM-PROJ	PercentComplete	Time and Material Projects	DOMESTIC	CompletedPercentage	FY2024	Percentage	No	External	SERVICE	Project	WorkerPrice	SalesPrice	Yes	Cost	Yes	10.0	400000-PROJ-DEPT	600100-PROJ-DEPT	500000-PROJ-DEPT	—	—	—	—	—	—
Fixed-Price Project Group with specific WIP accounts	FixedPrice	USMF	FP-DELIVERY	SalesValue	Fixed-Price Delivery Projects	DOMESTIC	SalesPrice	FY2025	Milestone	Yes	External	PRODUCT	Ledger	ItemPrice	ItemPrice	No	None	No	5	400001-PROJ-DEPT	600101-PROJ-DEPT	500001-PROJ-DEPT	60DAYS	400100-PROJ-DEPT	490100-PROJ-DEPT	510000-PROJ-DEPT	620000-PROJ-DEPT	—
Internal Investment Project Group	Investment	USMF	INT-INV	CostValue	Internal R&D Investment Projects	EXEMPT	CostPrice	—	OnCompletion	Yes	Internal	EXEMPT	Ledger	WorkerPrice	SalesPrice	—	Cost	Yes	0	400000-INTL-PROJ	180000-RND-CORP	500000-INTL-PROJ	—	—	—	—	—	200000-INTC-FIN

Example values from field definitions

ProjTypeR: TimeAndMaterial
DATAAREAIDR: USMF
PROJGROUPIDRPK: TM-PROJ
PostingMethodR: PercentComplete
DESCRIPTION: Time and Material Projects
SalesTaxGroup: DOMESTIC
EstimateMethod: CompletedPercentage
ForecastModelId: FY2024
InvoicingMethod: Percentage
AllowAdjustments: No
ProjectGroupType: External
ItemSalesTaxGroup: SERVICE
ServiceOrderPosting: Project
CostPriceCalculation: WorkerPrice
SalesPriceCalculation: SalesPrice
ValidateDateOnExpense: Yes
PayrollAllocationMethod: Cost
ValidateDateOnTimesheet: Yes
DefaultRetainagePercentage: 10.0
RevenueAccountDisplayValue: 400000-PROJ-DEPT
WIPCostAccountDisplayValue: 600100-PROJ-DEPT
ProfitLossAccountDisplayValue: 500000-PROJ-DEPT
RetainageTermsId: —
WIPSalesAccountDisplayValue: —
WIPProfitAccountDisplayValue: —
SalesOrderAccountDisplayValue: —
ItemConsumptionAccountDisplayValue: —
EliminationAccountDisplayValue: —

Fixed-Price Project Group with specific WIP accounts

ProjTypeR: FixedPrice
DATAAREAIDR: USMF
PROJGROUPIDRPK: FP-DELIVERY
PostingMethodR: SalesValue
DESCRIPTION: Fixed-Price Delivery Projects
SalesTaxGroup: DOMESTIC
EstimateMethod: SalesPrice
ForecastModelId: FY2025
InvoicingMethod: Milestone
AllowAdjustments: Yes
ProjectGroupType: External
ItemSalesTaxGroup: PRODUCT
ServiceOrderPosting: Ledger
CostPriceCalculation: ItemPrice
SalesPriceCalculation: ItemPrice
ValidateDateOnExpense: No
PayrollAllocationMethod: None
ValidateDateOnTimesheet: No
DefaultRetainagePercentage: 5
RevenueAccountDisplayValue: 400001-PROJ-DEPT
WIPCostAccountDisplayValue: 600101-PROJ-DEPT
ProfitLossAccountDisplayValue: 500001-PROJ-DEPT
RetainageTermsId: 60DAYS
WIPSalesAccountDisplayValue: 400100-PROJ-DEPT
WIPProfitAccountDisplayValue: 490100-PROJ-DEPT
SalesOrderAccountDisplayValue: 510000-PROJ-DEPT
ItemConsumptionAccountDisplayValue: 620000-PROJ-DEPT
EliminationAccountDisplayValue: —

Internal Investment Project Group

ProjTypeR: Investment
DATAAREAIDR: USMF
PROJGROUPIDRPK: INT-INV
PostingMethodR: CostValue
DESCRIPTION: Internal R&D Investment Projects
SalesTaxGroup: EXEMPT
EstimateMethod: CostPrice
ForecastModelId: —
InvoicingMethod: OnCompletion
AllowAdjustments: Yes
ProjectGroupType: Internal
ItemSalesTaxGroup: EXEMPT
ServiceOrderPosting: Ledger
CostPriceCalculation: WorkerPrice
SalesPriceCalculation: SalesPrice
ValidateDateOnExpense: —
PayrollAllocationMethod: Cost
ValidateDateOnTimesheet: Yes
DefaultRetainagePercentage: 0
RevenueAccountDisplayValue: 400000-INTL-PROJ
WIPCostAccountDisplayValue: 180000-RND-CORP
ProfitLossAccountDisplayValue: 500000-INTL-PROJ
RetainageTermsId: —
WIPSalesAccountDisplayValue: —
WIPProfitAccountDisplayValue: —
SalesOrderAccountDisplayValue: —
ItemConsumptionAccountDisplayValue: —
EliminationAccountDisplayValue: 200000-INTC-FIN

Rule Validation Summary

Source Rule Count: 33
Governed Rule Count: 33