D365 CE
Project Services

Configuration

  1. Set up time units
    D365 Docs
  1. Set up Currencies
    & Exchange Rates
  1. Configure Price Lists

Context = "Cost"

  1. Create Organisational Units

Specify Currency

  1. Configure
    Transaction
    Category
  1. Configure
    Expense Category

Resources

Resource Skills

Resource Types

Set Proficiency

  1. Set up Invoice
    Frequency
  1. Resource Roles
  1. Resource Skills
  1. Work Hour Templates

Generic

Contact

User

Equipment

Account

Crew

Timezones

Set on Project
Parameters

Set the one from the
"Generic Resource"

Specify Cost for
each Role

Integration

Logic Apps

VSTS Connector

Jira Connector

MS Project
Add-in

Scheduling Board

Project

WBS

Resource
Utilization
Report

Resource Utilization shows
what has happened in the past.
I.e. approved time entries

Target Utilization must
be set for a resource

Project Contract must exist
and have a Time and Material line

Role is to be Chargeable and
thus billing type must be
Chargeable at time entry approval

Default role must be set for a resource.
This is mandatory for both D365 as well
as for the PowerBI solution templates

Project Estimates

Basic
Concepts

Organisational Unit

DEFINITION: A Project Service Automation organizational unit is a group or division in a professional services company that employs billable resources with cost rates that are distinct from other such groups or divisions in the company

COST PRICES: Only "Price List" with the concept of "Cost" and same Currency as the default Currency of the Organizational Unit

Ex: Standard Cost Per Hrs

Ex2: Standard Cost Per Day

Ex3: NFP Cost Per Hrs

CURRENCY: Default Currency for this Organizational Unit

Time Entry

Project Contract

Financial Data

T&M vs Fixed Price

Drives invoicing

Important Fields

Delivery Date

Invoice Frequency

Billing Start Date

Order Line

Billing Method

Components

Project

Project Contract Line Details

Import from BWS

Resource Roles

Target Utilization

Billing Type

Skills / Certifications

%

Chargeable

Non Chargeable

Complimentary

Not Available

Range (Min - Max)

Define Labels

Opportunity

Quote

Quote Line

Quote Line Details

  1. Set Organisational Unit
    (Affects cost of resources which are stored on the Org. Unit)
  1. Set Default Calendar (Affects working hours and days when creating project tasks / plan)

Roles on Tasks

Generate Project Team

Create Resource Requirements

Each Res. Req. contains a Requirement Details where you can change the "Pattern" specific hours on the day the you need the resource form

Copy from Project Template
ignores previously set Patterns ⛔