Summary
- Dynamics 365 Project Operations is getting a new capability to manually post costs from the balance sheet to profit and loss.
- A new Post costs form will let users view, select, and post one or multiple transactions.
- Users can filter transactions by date and by transaction type, including expense, hour, and item.
- The change applies only to Project Operations Integrated with ERP deployments.
- Microsoft says this is for awareness only and no action is required.
Microsoft 365 Message Center ID: MC1462628
Primary Service: D365 Apps
Admin Impact: Low
User Impact: Low
Release Start: 11 Sept 2026
Release End: 11 Sept 2026
Last Modified: August 27, 2026
Category: Stay informed
Tags: New feature
Status: Launched
Products & Platforms: Dynamics 365 Apps
History
8/27/2026 Item Added to Message Center
Microsoft Message
We are announcing the ability to post costs for manual transfer from the balance sheet in Dynamics 365 Project Operations. This feature will reach public preview on September 11, 2026.
How does this affect me?
Organizations may have long running work for internal initiatives or customer facing projects. When cost and revenue profile rules are configured to post costs to the balance sheet (for example, as work in progress assets), there’s a point when those costs must be recognized as expenses. At that time, the amounts are reclassified from the balance sheet to the profit and loss statement.
This feature enables manual movement of costs between the balance sheet and profit and loss statements. Enhancements include:
- A new Post costs form to view, select, and perform posting.
- Allowing users to select a single transaction or multiple transactions filtered by transaction date and transaction type (expense, hour, or item).
This feature is specific to customers using the Project Operations Integrated with ERP deployment type.
What action do I need to take?
This message is for awareness, and no action is required.
If you would like more information on this feature, please visit Post costs for manual transfer from the balance sheet.