Business Central 2024 wave 1 (BC24): Archive projects (jobs)

Dynamics 365 Business Central

Hi, Readers.
The public preview for Dynamics 365 Business Central 2024 release wave 1 (BC24) is available. Learn more: Link.

I will continue to test and share some new features that I hope will be helpful.

Archive projects:

Business value:
Projects often change and evolve during their lifecycle. The archiving capability gives you control over your project data through audit trails and version control.

As you might know, you can archive sales and purchase orders, quotes, return orders, and blanket orders.

You can archive a sales or purchase document several times, saving a different archived version each time.

With this wave (BC24), finally we can archive projects (jobs).👏👏👏
PS: Business Central 2024 wave 1 (BC24): Use standard terminology for project management (Jobs -> Projects)

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.

NeverDon’t archive projects automatically. You can manually archive projects by using the Archive Document action, if needed.
QuestionBe prompted to choose whether to archive a project when one of the events mentioned earlier occurs.
AlwaysSilently archive the project automatically when one of the events mentioned earlier occurs.

For example, Question:

You can also manually archive a sales order.
Open a project that you want to archive. Choose the Archive Project action.

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where the original still exists and isn’t posted, you can use the Restore action to overwrite the current project with an archived version.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. More details: Define Retention Policies

Great, give it a try!!!😁

1. 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.

2. If you need to handle the process of archiving projects in code, check out codeunit 5139 “Job Archive Management”


Hope this will help.

Thanks for reading.



Copied title and URL