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Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Nov 6, 2025 |
Sep 2026 |
Business value
The beginning balance feature in Dynamics 365 Project Operations integrated with ERP supports organizations that transition from legacy systems. With this feature, you can set up and import opening balances for active projects. The feature ensures that historical financial data, including costs, budgets, and progress, carries over into the new system. This capability plays an important role in keeping financial continuity and operational consistency during system migrations.
When you preserve the financial history of projects, you can report and forecast accurately from the migration point forward. Project teams can continue their work without disruption, and they use reliable data as the basis for decision-making. The feature also helps you meet accounting standards by keeping a clear audit trail between legacy and new systems.
This feature enhances audit readiness by capturing detailed transaction histories and ensuring that you can trace and verify all imported balances. For organizations undergoing digital transformation or ERP modernization, the beginning balance feature reduces the risk of data loss, minimizes manual reconciliation efforts, and accelerates the transition process. This feature is a valuable tool for both finance and project management teams.
Feature details
Activate the Enable beginning balance for Project Operations integrated with ERP scenario feature to enable this functionality.
When you activate this feature, you can define and import opening balances for projects during the transition from legacy systems to Dynamics 365 Project Operations. The feature preserves historical cost, budget, and progress data, so you maintain financial continuity and track data accurately from the migration point.
This feature is especially valuable during system implementations or upgrades. It provides a seamless handover of project financials without disrupting ongoing operations or reporting accuracy.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.
Related content
Manage beginning balances for Project Operations integrated with ERP deployments (docs)