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[This article is prerelease documentation and is subject to change.]
Applies To: Project Operations Integrated with ERP
This article explains how to archive project actuals staging data by using Microsoft Dataverse long-term retention.
The staging table represents a copy of the actuals table from Dataverse that then generates the project subledger entries and general ledger entries after integration journal posting. After you create and post integration journals, you can archive this data because standard business logic doesn't use cost staging records.
Important
This feature archives only posted, processed cost transaction records from the project actuals staging table. Records that are unprocessed, of a transaction type other than cost, or associated with an integration journal line that isn't in the posted status aren't eligible for archival. You can't archive sales transaction records.
When you archive actuals staging transactions, the system moves data from the following tables to history tables:
- ProjCDSActualsImport
- ProjCDSTransactionRelationshipImport
Prerequisites
Before you set up an archival job for project actuals staging data, ensure you meet the following prerequisites:
- Install the Dynamics 365 Archive with Dataverse Long Term Retention app in the Microsoft Power Platform admin center, under Dynamics 365 Apps.
- Set the environment to Managed in Power Platform admin center.
- Turn on the Archival Service feature in Feature management.
- Turn on the Archive with Dataverse long term retention feature in Feature management. Project actuals staging archival depends on this feature.
- Turn on the (Preview) Archive project actuals staging table with long term retention feature in Feature management.
- Make the necessary virtual entities visible in Dataverse.
- In the Maker Portal, go to Tables, and find the Available Finance and Operations Entity table.
- Ensure that Visible is turned on and Change Tracking is enabled for the ProjActualsImportEntity and ProjCDSTransactionRelationshipImportBIEntity tables.
- Set Visible for the ProjAdvancedJournalLineBIEntity table.
- Turn on long-term retention for the entities. In the Maker Portal, go to Tables, search for your entities, open Properties, expand Advanced options, and turn on Long-term retention for the first two tables listed in the previous step.
For more information about how to set up the archive feature, see Set up and manage archive data in finance and operations apps.
Set up an archival job
To set up an archival job, follow these steps:
Go to System administration > Archive with Dataverse long term retention.
In the workspace, select Project actuals staging.
Select New long term retention to open a wizard that you can use to schedule a new Project actuals staging long term retention job.
Enter a name for the job, and then select Next.
On the Define criteria page, specify the following information:
- Transaction type – Select Cost. Only cost actuals are supported for archival.
- From date and To date – Specify the date range. Records whose modified date and time fall within this range are eligible for archival.
- Legal entity – Select one or more legal entities to include. The system creates one job per legal entity.
Select Next.
Select the type of scheduling. Two types are supported:
- Single run – The long-term retention and Save to history processes run continuously until both are completed. The system always archives data in Dataverse long-term retention first. Then the save to history tables occurs.
- Daily during allotted time – The long-term retention runs continuously until it's completed. The Save to history process runs only during the specified start and stop archiving time.
Select Finish to schedule the job.
Select the link in the Results column to view progress or detailed logs.
View historical data from the history table
To view archived records, select an archive job, and then select View history data. The Archived project actuals page shows the records that were moved to the history table.