This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.
The 1st of the new functionality in the Application section is archive projects.
Projects often change and evolve during their lifecycle. The archiving capability gives you control over your project data through audit trails and version control.
Enabled for: Users by admins, makers, or analysts
Public Preview: Mar 2024
General Availability: Apr 2024
Feature Details
Archiving capabilities for projects are similar to the functionality you might already be familiar with from the sales and purchase areas. You can set up projects to archive automatically, so that you don’t need to think about it. With automatic archiving, Business Central creates a new version of the archived document when people do the following:
- Change the status of a document, or delete it.
- Print, download, or send a document by email.
- Post an invoice.
You’re in full control of archiving. The following table describes the options you can choose when you set up automatic archiving on the Project Setup page.
| Option | Description |
|---|---|
| Never | Don’t archive projects automatically. You can manually archive projects by using the Archive Document action, if needed. |
| Question | Be prompted to choose whether to archive a project when one of the events mentioned earlier occurs. |
| Always | Silently archive the project automatically when one of the events mentioned earlier occurs. |
You can reuse earlier versions of archived projects, if needed. For archived projects where the original still exists and isn’t posted, you can use the Restore action to overwrite the current project with an archived version.
To keep database size under control, archived projects are added to a list of Retention policy tables.
The following are known limitations:
- The Statistics page isn’t available on the Archived Project Card page.
- Dimensions aren’t stored in the archive and can’t be restored. When you restore a project, Business Central will use the default dimensions.
My Opinion
This sounds like it could be useful for correcting errors by allowing an archived version to be restored.
I’m not sure I’ll be able to find out, but I wonder what level of work this means for partners who have extended the project module of Business Central.
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