How to complete (close) a WBS Task in Microsoft Dynamics 365 for Finance and Operations

February 4 2019

The Project WBS (Work Breakdown Structure) in Microsoft Dynamics 365 for Finance and Operations (D365FO) has a tracking and a costing view that shows progress of hours against the budget. But at some point we also have to be able to declare a WBS task completed. That is the moment that the system should freeze the actual costs and calculate the variance. This functionality is available in both tracking views.

In addition, customers often ask to see the actual date and time a WBS task was completed and who did it. This is not available in the WBS views but is available in activities that have a 1-to-1 relationship with the WBS tasks. This article describes the details.

1. Closing a WBS task in the WBS tracking view

Go to the WBS tracking view and scroll to the "closed" checkbox on the far right.

The closed checkbox can be checked. When you close a WBS task, the system calculates the cost variance.  

Note: When closed, this WBS tasks can no longer receive actual hours via a project time sheet. You will get the message below.

About Evert Bos

I am Evert J Bos, ERP consultant since 1986. I started in Europe with IMS7 (A Honeywell Bull Mainframe ERP system) and the BaaN ERP system. Since 1995 I have worked in the USA and since 2004 I have been working with Dynamics AX.  I work for Sikich and focus mostly on manufacturing companies that make complex, engineered products.

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