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Unable to post project estimate.

  • 1.  Unable to post project estimate.

    Posted 11 days ago
    When we try to post a project estimate we get the following error:
    The combination project/category is mandatory, but does not exist for project xxxxx and category Estimate.

    I'm assuming this was a missed step in the project setup, and I would reach out to our partner, but we have no support with them. Our implementation was poorly executed all around and we just started D365 F&O at the start of the year. I would prefer to not have to file a ticket and pay for support if this is something easy to fix on our own.

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    Justin Potter
    Meta Special Aerospace
    Oklahoma City OK
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    Conference-AXUG_200x200


  • 2.  RE: Unable to post project estimate.

    Posted 10 days ago
    Dear.
    Does validation is require in Setup,If no  kindly set them none and you can proceed.

    if yes,let us know

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    Dinabandhu Mohapatra
    Functional Lead -India
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    Conference-AXUG_200x200


  • 3.  RE: Unable to post project estimate.

    Posted 10 days ago
    We have that setup as "Mandatory" on Project/category.

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    Justin Potter
    Meta Special Aerospace
    Oklahoma City OK
    ------------------------------

    Conference-AXUG_200x200


  • 4.  RE: Unable to post project estimate.

    Posted 9 days ago

    The Mandatory setting on Project/Category means the category must be assigned to the project to enable use of the category on that project. 

    You have two options for resolving this issue. 

    Option 1: Change the mandatory setting on the project.

    • Open the project and navigate to the Setup fast tab. Change the Enable category validation field from Yes to No.  This will deactivate the category validation allowing any category to be used on the project.

     

    Option 2: Assign the category to the project. 

    • Open the project and navigate to the Plan task bar at the top of the screen. Click the Assign categories option.

    • Click on the Category Assignments tab. In the Remaining Categories list, select the categories you want to use on this project.  Click the arrow pointing to the right to move the categories to the Selected Categories list.  You will now be allowed to use the Selected Categories on that project. 

    Donna Cribbin
    Solution Architect
    DXC Eclipse


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    Donna Cribbin
    DXC Technology
    New York NY
    ------------------------------

    Conference-AXUG_200x200


  • 5.  RE: Unable to post project estimate.

    Posted 9 days ago
    It isn't my decision on changing the status from Mandatory, so I think we need option 2. However, we do already have categories assigned. The error states category "Estimate" which is not a category. I'm not the project manager, just the IT guy trying to help them figure it out since I have full access to see screens/settings they may not have access to. How can we determine which categories are missing?

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    Justin Potter
    Meta Special Aerospace
    Oklahoma City OK
    ------------------------------

    Conference-AXUG_200x200


  • 6.  RE: Unable to post project estimate.

    Posted 9 days ago
    What type of project is this?  Investment or Fixed Fee?


    ------------------------------
    Donna Cribbin
    DXC Technology
    New York NY
    ------------------------------

    Conference-AXUG_200x200


  • 7.  RE: Unable to post project estimate.

    Posted 9 days ago
    This particular project is a Fixed-Price project, but per the user that reported the issue to me, it is impact all types of projects.

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    Justin Potter
    Meta Special Aerospace
    Oklahoma City OK
    ------------------------------

    Conference-AXUG_200x200


  • 8.  RE: Unable to post project estimate.

    Posted 8 days ago
    It might be related to the Project Group assigned to the Project.  Open the project and locate the Project Group on the General tab.

    Open the project group from the project.
    Go the Estimate tab on the Project Group screen.
    Check the Set Up Categories for Estimate section.  I think your issue may be related to the settings here.  Do you have anything setup in these fields?  If not, then this is most likely the cause of your error message.
    If you do have values in one or more of these fields, then click on the values and check the settings.
    This is how my example is setup.  Note that Estimate is set to Yes.

    I'm not positive is this is the cause of your error but it's one possibility. I hope this helps.


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    Donna Cribbin
    DXC Technology
    New York NY
    ------------------------------

    Conference-AXUG_200x200


  • 9.  RE: Unable to post project estimate.

    Posted 9 days ago
    can you let us know ,what steps you executed before generate the Estimate

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    Dinabandhu Mohapatra
    Functional LeadIndia
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    Conference-AXUG_200x200


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