Uploading Project Categories

Part 1: Export Project Category Data

The School of Athens by Raphael

The whole is better than the sum if its parts.

~Aristotle, maybe.

In our previous posts in this series we looked at understanding project categories and using project categories. Completing the series, today we’ll look at uploading project categories through a package in the data migration framework.

Remembering our initial diagram, project category data don’t exist on a single table, but are on a set of related tables. To manually create a Project category, you need to

  1. Configure a Category group
  2. Configure a Shared category
  3. Create a Project category
  4. Update Expense or Cost category details (if necessary)

The same holds true when uploading project categories through the data management workspace. We will need to upload data through multiple data entities to successfully build our project categories.

Data management workspace

A quick refresher on the Data management workspace – The Data management workspace relies on data entities to pass data in and out of D365. An Import project can be created to pass data into D365. An Export project can be created to pass data out of D365. When examining data in an existing system, it can sometimes help to create an Export project to view the available data.

Above is an export project with the data entities related to project categories

  1. Project category group
  2. Shared category
  3. Category table
  4. Project category
  5. Expense category

Clicking export processes the data in these entities so they can be downloaded in a package. Refresh the following screen until the completed checkbox appears – you can now click Download package.

The downloaded package is a zip file containing excel files for your data entities as well as two .xml files – Manifest.xml and PackageHeader.xml. You can extract the contents of the zip file to examine the contents of the project category data. The xml files will be helpful when we make changes or additions to the project category data and are ready to import those changes back into D365. As we will see in the next post, the xml files tell the Data management workspace what data entities we want to upload and the order in which we want to upload them.


Part 2: Import Project Category Data

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