Design Detail: Project and Resource Task Dimensions

Business Central distinguishes between Default Dimensions and Document Dimensions.

Default Dimensions are typically set for master data like Items, Customers, Resources. These default dimensions are then combined into Document Dimensions (Sales Order, Purchase Order, etc.) from which a Dimension Set ID is created to be carried along in postings of the document. Projects are an exception as Business Central does not consider a Project as a true document, which means Default Dimensions must be specified for a project.

Projects

IEM adds the following features to handle dimensions for Projects:

  1. Project Dimension Code: In the project setup a dimension can be selected as a project dimension code. Each time a new project is created a new dimension value is added with the project number
  2. Project Template Dimensions: In the project template a set of default dimensions can be specified which will be copied to the project. The project template table (11014516 Base Template) is also listed in the Default Dimension Priorities to set the priority per Source Code.
  3. Resource Tasks created from the project will have the project dimensions as a Dimension Set ID

The Project Dimension set is created from the following Default Dimension Sets (when specified):

  • Project Dimension Code
  • Project Template
  • Bill-to Customer
  • Salesperson
  • Person Responsible (Resource)
  • Responsibility Center
  • Location

Use Business Central's Default Dimension Priorities and Dimension Combinations to manage the dimension set.
Per Dimension also the following settings are available:

Resource Tasks

The Resource Task has the Dimension Set ID from the document it was created from (Project, Assembly Order, Service Order, Production Order). When selected in a Time Sheet the set is completed with the default dimensions from the Resource. The priorities can be set in the Default Dimension Priorities for the Time Sheet source code (Source Code Setup - Projects)

See Also

Welcome to Industrial Equipment Manufacturing