Projects and Construction: Improvements in Tracking Project Inventory

MYOB Acumatica tracks the project-specific inventory information for each project that has the Track by Project Quantity or Track by Project Quantity and Cost inventory tracking method selected on the Summary tab of the Projects (PM301000) form. This tracking is available if the Project-Specific Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

Side Panels for Tracking Project Inventory

In MYOB Acumatica 2025.1, the following side panel tabs has been added on the Projects form:

  • Current Project Inventory: This tab of the side panel (shown below) displays the project inventory information for the project that is currently selected on the Projects form.
    Figure 1. The Current Project Inventory tab of the side panel


  • All Project Inventory: This tab of the side panel (shown below) displays the project inventory information for all projects that are configured for project-specific inventory tracking.
    Figure 2. The All Project Inventory tab of the side panel


Both tabs are available if the Project-Specific Inventory feature is enabled on the Enable/Disable Features form. By using these tabs, users can easily get information about the inventory items that are available for a particular project or reserved for all projects so they can plan the usage of materials for projects and the needed project purchases.

By default, the tables on both tabs show only lines with nonzero quantities. To also see the inventory that has already been consumed for the project, a user selects the Show Lines with Zero On Hand Quantity check box in the Selection area of the tab. The system will show lines with zero quantities in the table on a tab as well.

Transfer of the Project Stock to Free Stock

When a project is finished, some project inventory may still be left unused in the project-specific cost layer. In MYOB Acumatica 2025.1, users now have the ability to quickly transfer all the leftover material back to the free stock.

On the Projects (PM301000) form, the Transfer Inventory to Free Stock command has been added to the More menu. The command is available for the projects that have the Track by Project Quantity or Track by Project Quantity and Cost inventory tracking mode.

When a user clicks the command, the system opens the new Transfer Project Inventory to Free Stock (PM508000) mass-processing form, shown in the screenshot below. On this form, the user selects the unlabeled check boxes in the lines with the project-related stock items that have a nonzero quantity on hand. The user then clicks Process to run mass-processing. The system creates and releases inventory transfer transactions on the Transfers (IN304000) form that will move the stock from the project cost layer to the normal cost layer of the same warehouse and warehouse location.

Figure 3. The new mass-processing form