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Teams Integration

Communication tool integration » Teams Integration

Projects+ has added an integration between the Microsoft Dynamics 365 Finance and Operations and Microsoft Teams. Introduction of this feature allows different parties\peoples\roles associated to the form to chat with each other. Teams can be opened from inside…

Configure teams

Communication tool integration » Teams Integration » Configure teams

*This sections details out the setups required to be configured for setting Microsoft Teams integration with Microsoft Dynamics 365 Finance and Operations. Parameter Setup On Projects+ parameter form, new tab called ‘Communication’ added. There is…

Using Teams

Communication tool integration » Teams Integration » Using Teams

Communicating with the right person is seamless with embedded Microsoft Teams chat buttons. A user can initiate a Teams chat, with the right person, from buttons in the form they are already working in. One of the forms is shown below. When Project accountant…

Projects Integration

PSA Integrations » Projects Integration

The projects integration option provides users ability to integrate projects data available in the Project Service Automation application (PSA) environment to Microsoft Dynamics 365 for Finance and Operations. The projects created in Project Service Automation…

Timesheets Integration

PSA Integrations » Timesheets Integration

The timesheets integration option provides users the ability to integrate timesheet data available in the Project Service Automation application (PSA) environment to Microsoft Dynamics 365 for Finance and Operations. The timesheet records created in Project Service…

Resource Integration

PSA Integrations » Resource Integration

The resource integration option provides users the ability to integrate resource data in the Project Service Automation application (PSA) environment to Microsoft Dynamics 365 for Finance and Operations. The resource information created\available in Project Service…

Customers Integration

PSA Integrations » Customers Integration

The customers integration option provides users the ability to integrate customer data available in the Project Service Automation application (PSA) environment to Microsoft Dynamics 365 for Finance and Operations. The customers created in Project Service Automation…

Communication tool integration

Communication tool integration

All the features relating to Projects+ Communication tool integrations have been grouped together in this section. The Projects+ features that are grouped together in this section are: Chat on teams integration Select a feature to view more details about…

Assumptions for Integration

PSA Integrations » Assumptions for Integration

Assumptions for these Integrations to Work Customer Integration Below are the assumptions for customer integrations: Customers with type “Customer” in the Project Service Automation application (PSA) are only considered for integrations. Project…

Project Contracts Integration

PSA Integrations » Project Contracts Integration

The projects contracts integration option provides users the ability to integrate project contract data availableion the Project Service Automation application (PSA) environment to Microsoft Dynamics 365 for Finance and Operations. Once the customer records are…

Matching PO on Invoices

Invoicing Enhancements » Customer PO Matching » Matching PO on Invoices

*This section deals with how the customer PO’s are matched with the invoices and the PO details are printed on the reports. Customer PO Reference on Invoice Proposal The user will have to create an invoice proposal using the Invoice proposal form. The…

Defaulting Dimensions on Transactions

Transaction Enhancements » Dimension Inheritance » Defaulting Dimensions on Transactions

*This section details out the how and from where the dimensions default on the transactions. These defaulted dimensions can be modified at the transaction level. Dimensions on Transactions The primary source defined for the posting type against the dimension name…

What’s New in Version 10.0

What’s New in Version 10.0

*Projects+ 10.0 for Microsoft Dynamics 365 Finance & Operations introduces new Communication, Subproject, Billing review, Project management, and other improvements! Microsoft Teams Integration Communicating with the right person is seamless with embedded Microsoft…

Release Notes v10.0

Release Notes v10.0

Version 10.0.0.20190614 | Hotfix Release | June 14, 2019. Business scenario Description VSTS ID Version Timesheets Missing timesheets are displayed for the resources who not employed for respective periods. Now with this fix, missing…

Review Project Activities

Activity Management » My Projects Activities » Review Project Activities

*This section shows the how we can keep track of all the activities across projects and legal entities assigned to us. This feature is not governed by any parameter. As an employee in an organization you might want to have a place where you can look for all the tasks…

Timesheet Integrations

Time Management » Timesheet Integrations

Projects+ has build the timesheets integration data entities to import the timesheets data from external time management systems. This data entity can be used from data management or directly from the integration form. With the 8.1 release, timesheets Integration…

Integrate WBS

PSA Integrations » WBS Integrations » Integrate WBS

Process to Integrate Work Breakdown Structure Below process is followed to create work breakdown structure from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Integrate the projects created in Project Service…

Integrate Projects

PSA Integrations » Projects Integration » Integrate Projects

Process to Integrate Projects The below process is used to create projects from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Integrate a customer from Project Service Automation application (PSA) to Microsoft…

Integrate Project Contracts

PSA Integrations » Project Contracts Integration » Integrate Project Contracts

Process to Integrate Project Contracts The below process is used to create project contracts from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. or Integrate customer from Project Service Automation application…

Integrate Resources

PSA Integrations » Resource Integration » Integrate Resources

Process to Integrate Resources Below process is followed to create resources from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Integrate a customers from Project Service Automation application (PSA) to Microsoft…

Configure

PSA Integrations » Projects Integration » Configure

Parameter Setups The below form provides options to setup the information required for project integration from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Go to Projects+ integration > Setup > Projects+…

Configure

PSA Integrations » WBS Integrations » Configure

Parameter Setups The below form provides option to setup the information required for work breakdown structure integration from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Go to Projects+ integration > Setup >…

Configure

PSA Integrations » Customers Integration » Configure

Parameter Setups The below form provides option to setup the information required for customers integration from PSA (CRM) environment to Microsoft Dynamics 365 Finance and Operations. Go to Projects+ integration > Setup > Projects+ integrations parameters >…

PSA Integrations

PSA Integrations

Projects+ has introduced another segment into the Projects+ suite for the various integrations that have been built between Microsoft Dynamics 365 finance and operations and Project Service Automation application (PSA). The configurations and integrations involved…

Configure

PSA Integrations » Project Contracts Integration » Configure

Parameter Setups The below form provides options to setup the default information required for project contracts integration from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Go To Projects+ integration > Setup >…

Integrate Customers

PSA Integrations » Customers Integration » Integrate Customers

Process to Integrate Customers Below process is followed to create customers from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Create the customer in Project Service Automation application (PSA) to be integrated…

Configure

PSA Integrations » Timesheets Integration » Configure

Parameter Setups The below form provides options to setup some of the default information required for timesheets integration from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Go to Projects+ integration > Setup >…

Import Timesheet Records

Time Management » Timesheet Integrations » Import Timesheet Records

*This section details how the timesheet records from external time management systems can imported into the Microsoft Dynamics 365 for Finance & Operations. Timesheet Integration Data Entity. The timesheet records can be imported into the Microsoft Dynamics 365…

Integrate Timesheets

PSA Integrations » Timesheets Integration » Integrate Timesheets

Process to Integrate Timesheets The below process is used to create\import timesheets from Project Service Automation application (PSA) into Microsoft Dynamics 365 for Finance and Operations. Integrate a project from Project Service Automation application (PSA) to…

Global Project Administration

Workspaces » Global Project Administration

Intent of this Workspace This workspace is created with an intention to review the inter-company transactions. The global project administrator, service industry super user and service industry view roles are associated with this workspace. The users assigned with…

Configure

PSA Integrations » Resource Integration » Configure

Parameter Setups The below form provides option to setup some of the default information required for resource integration from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Go to Projects+ integration > Setup >…

Review Imported Records

Time Management » Timesheet Integrations » Review Imported Records

*This section shows how you can review the imported timesheet lines and take actions on the lines in the error or draft status in the Microsoft Dynamics 365 for Finance and Operations. Timesheets from Integration Go to Project management and accounting > Projects+…

Generic Configurations

PSA Integrations » Generic Configurations

*This sections contains the information of the generic configurations required to import data from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Projects+ Integrations A new module has been created for these…

What’s New in Version 8.1

What’s New in Version 10.0 » What’s New in Version 8.1

*Projects+ 8.1 for Microsoft Dynamics 365 Finance & Operations brings lots of exciting new features. Continue reading this article for more details on new features and enhancements. If you would like to try out some of these features please reach out to us here or…

What’s New in Version 8.0

What’s New in Version 10.0 » What’s New in Version 8.0

Projects+ Documentation Available Online Projects+ documentation is now available online at projectsplus.saglobal.com. Users can switch the documentation version to match the Projects+ version they are currently using. When using a Projects+ form inside the…

Project Management

Workspaces » Project Management

Intent of this Workspace This workspace is intended for the Project manager or project accountant roles, where the user will be able to review and act upon the items that they are expected to do in Microsoft Dynamics 365 finance and operations. The PM can create a…

WBS Integrations

PSA Integrations » WBS Integrations

The WBS integration option provides users the ability to integrate WBS data available in the Project Service Automation application (PSA) environment to Microsoft Dynamics 365 for Finance and Operations. To integrate work breakdown structure created in Project Service…

Track Pending Time

Time Management » Manage Pending Time » Track Pending Time

*This section shows the various ways provided by this feature to keep track of the time spent on day to day activities and how to use those options. A new form has been added for a timesheet user to book time with as minimum data as possible and to update later when…

Review Timesheets

PSA Integrations » Timesheets Integration » Review Timesheets

Review Integrated Data The timesheet data integrated from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations can be reviewed on the All timesheet form. The individual details about each timesheet can be seen on the…

Invoice Grouping

Invoicing Enhancements » Invoice Grouping

Currently in Microsoft Dynamics 365 for Finance and Operations, the Manage invoice functionality does not give the flexibility to group transactions on an invoice. Enhancements have been made to the invoicing functionality to group transactions based on attributes…

Report

Resource Management » Subcontractor Reconciliation » Report

*This sections details how the reports can be printed to verify the reconciled and un-reconciled data. SubContract Reconciliation Report Subcontract reconciliation report will show the unreconciled transactions based on the Given filter, data will be grouped on the…

Review Customers

PSA Integrations » Customers Integration » Review Customers

Review Integrated Data The Customer data integrated from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations can be review on Customer master form. The customer data integrated to Microsoft Dynamics 365 for Finance…

Review Resources

PSA Integrations » Resource Integration » Review Resources

Review Integrated Data The resource data integrated from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations can be reviewed on resource list page. The resources data integrated to Microsoft Dynamics 365 for Finance…

Review Projects

PSA Integrations » Projects Integration » Review Projects

Review Integrated Data The projects data integrated from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations can be reviewed on Projects page. The projects data integrated to Microsoft Dynamics 365 for Finance and…

PTO Balances

Time Management » PTO Balances

From Projects+ 8.0 release forward, we have added a new feature to import the PTO balances from external HR or payroll systems. A data entity called ‘PTO balances’ is created to facilitate this import process. PTO data can be imported on a periodic basis from an…

Pricing Multiplier

Transaction Enhancements » Pricing Multiplier

Many customers price project work, expenses and other items on a mark-up over cost. In the Microsoft Dynamics 365 for Finance and Operations project module, the cost mark-up options are all based on a mark-up percentage. Most engineering companies express the mark-up…

Review Project Contracts

PSA Integrations » Project Contracts Integration » Review Project Contracts

Review Integrated Data The project contracts data integrated from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations can be reviewed on the Project contracts page as shown below. The project contracts data…

Review WBS

PSA Integrations » WBS Integrations » Review WBS

Review Integrated Data The work breakdown structure data integrated from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations can be reviewed on work breakdown page. The work breakdown structure data integrated to…

Configure and Use Approvers

Transaction Enhancements » Workflow Modification » Configure and Use Approvers

*This section details the workflow enhancements provided as a part of Projects+ functionality. This sections tells you how to configure approvers on the worker and those approvers are then configured in the workflow. Assign Approvers on Workers New fields are…

Configure Auto add to favorites

Activity Management » Auto Add to Favorites » Configure Auto add to favorites

*This sections details out the setups required to be configured in order to use the Auto add to favorites functionality. Parameter Setup On the Projects+ parameters two new parameters is added to activate this feature. Go to Project management and accounting >…

Invoice document review

Invoicing Enhancements » Invoice document review

As an approver you want some corrections on the invoice proposal but not sure on how to pass this information to the user visually? Projects+ brings in a new feature to address this need. This feature provides the ability to write electronic notes on Invoice…

Work Locations

Time Management » Work Locations

The Work location feature has been introduced to include the work location on timesheets where the user can choose this information. The location could be at project site, home or office. This feature is introduced due to statutory requirements, where in some…

Configure Grouping

Invoicing Enhancements » Invoice Grouping » Configure Grouping

*This section explains the setups required to be completed in order to use the Invoice grouping feature effectively. Parameter Setup On Projects+ parameters from, in the Invoicing tab, Invoice enhancements group has been introduced to control this feature. The…

Configure

Learning Experience » Learning Plans » Configure

*To start using Learning plans feature, users need to perform specific setups. This section details the configuration process. Parameter Setup Learning Plans feature is parameter driven. Once the “Access learning plans” checkbox is enabled on the learning plan…

Create & Review Forecasts

Reporting Enhancements » Fixed Price Forecast Revenue » Create & Review Forecasts

*This sections details out the steps to configure the forecast models and generate the forecasts for fixed price kind of projects. This sections also explains from where to validate\view the generated forecasts. Configure Forecasts Forecast Model Form This…

Process to Attach Files

Invoicing Enhancements » Invoice Archives » Process to Attach Files

*This section explains how the invoices can be archived with respect to different document types. Process to Create Invoice Archives A new button has been added to the Invoice proposal on the action pane. There are two ways to view the archives, one is automatic and…

Reconcile Invoices with Timesheet

Resource Management » Subcontractor Reconciliation » Reconcile Invoices with Timesheet

*This topic explains how the invoice journals or open vendor invoices are reconciled with the timsheets. SubContractor Reconciliation form from Invoice Journal After the contract employees have entered their time, it will be available for reconciliation on the…

View Late Timesheets

Time Management » Late Timesheets » View Late Timesheets

*This section defines how the Late Timesheets are viewed and all the different types of actions that can be taken against them. Based on the logged in user’s role multiple windows are available to view the timesheets. All Missing Timesheets This list page…

Modifications to WBS Form

Transaction Enhancements » WBS Modifications » Modifications to WBS Form

*This section details the modifications done to Work Breakdown Structure form. Activity Maintenance Menu Added a new menu on the action pane called Activity maintenance – from where the activity maintenance form will open. The activities that are created on…

Deferment Process

Transaction Enhancements » Revenue Recognition » Deferment Process

*This section details the deferment process i.e. creating fee journal, scheduling the deferment transactions and finally deferment posting. Fee Journal Posting Deferment functionality has been provided on a fee journal. On a fee journal based on the whether the…

What Files are Attached

Invoicing Enhancements » Invoice Archives » What Files are Attached

*This section explains which documents are attached with respect to different document types. Timesheet Report This is available in timesheets on the action pane, as shown below. This report is launched at the header level, it contains all the line details from…

Inquire Utilization Data

Reporting Enhancements » Business Intelligence Tool » Inquire Utilization Data

*This section explains how the transaction data is inquired and verified based on the grouping parameters defined in the previous section. Utilization Inquiry Once the grouping parameters are defined, post the various projects transaction types such as hours, fees,…

Configure Subproject

Project Management » Manage Subprojects » Configure Subproject

*This sections details out the setups required to be configured in order to use the manage subprojects functionality. Parameter Setup In the Projects+ parameters, under the Manage subprojects tab, ‘Level 1’ and ‘Level 2’ fields will be available to define…

Review Open Invoices

Invoicing Enhancements » AR Aging » Review Open Invoices

*This section shows how and where invoices can be verified against the aging bucket used from the parameters. Contract Open Invoice Once the aging snapshot is run from the periodic menu, project as well as non-project open invoices are populated on the contract…

WBS Modifications

Transaction Enhancements » WBS Modifications

The activity number on the WBS is a random number which is quite difficult to remember when using them on timesheets, etc. It would be good to have a value to be displayed along with the activity number text that would make more sense while entering…

Target update

Reporting Enhancements » Business Intelligence Tool » Target update

*Once the grouping parameters are configured and transactions are posted, the target transactions can be updated by running a target update for a resource and for all resource of current legal entity through periodic batch. This sections details out the process to…

Configure Unit Billing

Transaction Enhancements » Unit Based Billing » Configure Unit Billing

*This section details the setups required to be configured for the Unit Billing feature to work. Parameter Setup A new tab called ‘Unit billing’ has been introduced in the Projects+ parameters form. All the fields and controls relevant to unit billing…

Manage Pending Time

Time Management » Manage Pending Time

Entering timesheets on a daily basis or soon after a task is completed is an inefficient process for the users as there are so many required fields to be updated and saved. Finally on the day of submission of timesheets, the users spend a lot time trying to recall all…

Configure Forecasts

Reporting Enhancements » WBS Forecasts » Configure Forecasts

*There are few setups required to generate the forecasts based on WBS lines created for a particular project. This section details out these setups. Parameter Setup There is a setup on the Projects+ parameters form, which allows users to the select the different…

Configure Invoice Archive

Invoicing Enhancements » Invoice Archives » Configure Invoice Archive

*This section explains the setups required to be completed in order to use the Invoice archive feature effectively. This feature will help the users to attach the document on the Invoice as archive files. There are no parameters which control the activation of this…

Emailing Invoices

Invoicing Enhancements » Invoice Email » Emailing Invoices

*This section explains the process of emailing invoices to the email ID’s configured on the funding sources using the template configured on the email template form. Using the Invoice Email Feature The following fields have been added to the Post invoice…

Line level Approval

Time Management » Timesheet Line Approval » Line level Approval

*This section details how the line level timesheets are approved. Line Level Approval Form Go to Project and Management accounting > Project+ > Timesheet line level approval All the lines that are assigned for approval for the current user is seen in this…

Invoice Archives

Invoicing Enhancements » Invoice Archives

Invoices are normally used to post the transaction and then this information is sent over to the customer via email. In the current design of Microsoft Dynamics 365 for Finance and Operations, users can attach and view the receipts or documents on the timesheets or…

Configure

Resource Management » Subcontractor Reconciliation » Configure

*Before using the sub-contractor reconciliation functionality, a few things need to be configured. This section details out those setups. Parameters Setup Go to Project management and accounting > Setup > Projects+ parameters > Transactions Note: If any one of…

Auto Add to Favorites

Activity Management » Auto Add to Favorites

Currently in Microsoft Dynamics 365 for Finance and Operations, there is no process to add favorites automatically where resource manually enters timesheet favorites whenever the project or activity assigned. Projects + has introduced a feature to automatically add…

Periodic Process

Resource Management » Resourcing » Periodic Process

*Once the resources are planned and reviewed, there are periodic processes to run that moves the data to correct places so that inquiries can be performed on them. This section details out those periodic processes. Update Resourcing ETC The Update resourcing ETC is…

Sales and Marketing

Workspaces » Sales and Marketing

Intent of this Workspace This workspace is intended for the Sales manager and Service industry roles, that would be using the Sales and marketing module in Microsoft Dynamics 365 for Finance and Operations. The information on opportunities and project quotations will…

View Related Info

Reporting Enhancements » RecId Enhancements » View Related Info

*This sections details out how the related information based on the record ID’s viewed and reported. Timesheet Timesheet reference are created into the project posted transaction form under related information tab. A new button has been added for showing the…

Forecast Units

Transaction Enhancements » Unit Based Billing » Forecast Units

*This section details how units and revenue can be forecasted. Different methods of forecasting are explained in this section. Unit Forecasting The user will be able to forecast unit based revenue using this functionality, at a project level. Apart from unit…

Review PTO Balances

Time Management » PTO Balances » Review PTO Balances

*This section details where all the PTO balances can be reviewed in the Microsoft Dynamics 365 for Finance and Operations. Personal Time Off Request Entry Fact box added on the personal time off form to display the PTO balances of the resource associated to the…

Enter Work Locations

Time Management » Work Locations » Enter Work Locations

*This section defines how work locations are entered on the timesheets and are validated during different processes e.g. on timesheet creation, on submission and during posting. This section also details the validations added while copying timesheet from different…

Project Accounting

Workspaces » Project Accounting

Intent of this Workspace The information provided on this workspace is mainly around project accounting. Project invoices which are open, timesheets not posted and expenses that are still in review or just approved are some of the information made available on this…

Configure

Resource Management » Resourcing » Configure

*Before using the Projects+ resourcing functionality, a few things need to be configured. This section details those setups. Parameters Setup There is a separate parameter form to set the setup for Projects+ resourcing. This form can be accessed from following…

Resourcing Workspaces

Resource Management » Resourcing » Resourcing Workspaces

*Projects+ suite provides various workspaces from where the resources can be planned, reviewed and managed. This section highlights all the workspaces involved in the resourcing. Workspaces There have been changes to Projects+ workspaces to show the resourcing forms…

Request Time Off

Time Management » Personal Time Off » Request Time Off

*This section describes how the Personal time off is requested and which windows helps us in completing these tasks. Personal Time Off Request form New forms have been introduced in the Projects+ module for users to request for Personal time off. On the Personal…

Configure Time Off

Time Management » Personal Time Off » Configure Time Off

*To start using Personal time off feature, user needs to perform specific setups. This section details the configuration process. Parameter Setup Under the Projects+ parameters, user has to turn on the personal time off field to use this feature. This field is by…

Grouping Invoices

Invoicing Enhancements » Invoice Grouping » Grouping Invoices

*This section explains how the transactions can be grouped based different invoice grouping formats setup. Invoice Proposal Form There have been several modifications done to the Project Invoice proposal form for this feature. Go to Project management and…

Load Default Data

Data Management » Load Default Data

What is Default Data Default data for any application\system is the minimum amount of the information required to start exploring features\functionalities of that application. The Default data in case of Microsoft Dynamics 365 for Finance and Operations, gives you…

Manage Pending Workflows

Transaction Enhancements » Workflow Administrator » Manage Pending Workflows

*This section explains how workflow administrators can review and take appropriate actions on the pending workflows. Pending work items A new form ‘Pending work items’, similar to the ‘Work items assigned to me’ is created for this feature, but will be…

Introduction

Introduction

Welcome to manual! As a key component of SAGlobal’s industry strategy for project-driven organizations, we’ve developed a broad set of extensions to the Microsoft Dynamics 365 for Microsoft Dynamics 365 for Finance and Operations ERP suite called Projects+. This…

Configure Work Location

Time Management » Work Locations » Configure Work Location

*This section details the setups required to be configured in order to use the work locations feature. Parameter Setup Below are parameters that have been added for this feature. Work location is required – When the user chooses Yes in this check box, it is…

Create Unit Proposals

Transaction Enhancements » Unit Based Billing » Create Unit Proposals

*This section details how unit proposals can be created or updated. Quantity Proposals For every unit forecast line there is an item requirement line that is created behind the scenes, which has to be quantity updated for the invoicing to take place. In this…

Configure

Reporting Enhancements » Business Intelligence Tool » Configure

*Before grouping the reporting transactions based on parameters, the grouping parameters need to be defined. This section details how to configure the grouping parameters. Utilization Setup The following setups are required for Utilization in BI to work. Project…

Enter Qualification Data

Quotation Enhancements » Qualification View » Enter Qualification Data

*This sections details the qualification data entered on a single or multiple projects together and which forms help achieving that. Associate Qualification Data with Projects Qualification data can be associated on the project from the project forms, through the…

Setup and Run Aging

Invoicing Enhancements » AR Aging » Setup and Run Aging

*This section details out the setups required to perform the aging process and how the aging snapshot process is run for project transactions/invoices. Parameter Setup This feature is not controlled by a parameter. However, the aging periods by which the AR aging…

Manage Subprojects

Project Management » Manage Subprojects

This feature has been developed to create and maintain subprojects with an easier user interface. This feature allows creation of multiple sub projects in a single grid, eliminating the complex navigations while performing a similar task from standard form. All the…

Dimension Inheritance

Transaction Enhancements » Dimension Inheritance

The dimension inheritance feature is available for three different types of dimensions defaulting on the project transactions. They are: At transaction level: where posting types are transactions such as hours, expenses etc. At setup level: where posting type values…

My Projects Activities

Activity Management » My Projects Activities

My Projects Activities A Resource has a place to view all project activities assigned to them by a Project manager on the WBS. This form displays all the tasks across Projects and across Legal entities, and includes some basic budgetary information so the Resource can…

RecId Enhancements

Reporting Enhancements » RecId Enhancements

There is no link with the transaction ID and its adjusted transactions for an inter-company or non inter-company transactions to easily track it back and report, so this customization has been formulated to ease reporting of such transactions. The timesheet…

License Configurations

License management » License Configurations

Manage Configurations Projects+ provides the configuration keys to activate or deactivate certain Dynamics 365 Finance and operations features or modules out of the box. There are predefined keys containing the combination of modules which service industry often…

Inquire Time Off

Time Management » Personal Time Off » Inquire Time Off

*Once the setups are done and personal time off is requested, this section show how the Personal time off requests are inquired and actions pertaining approval, delegation and rejections are taken on them. Personal Time Off Request All the Personal time off…

Invoice Document Review

Invoicing Enhancements » Invoice document review » Invoice Document Review

Invoice document review Below is the high-level process for reviewing invoice documents. User will creates invoice proposal and when the document gets submitted to invoice proposal workflow, an invoice report will be added as attachment auto magically and Invoice…

Revenue & Invoicing

Transaction Enhancements » Unit Based Billing » Revenue & Invoicing

*This section details how the revenue is recognized and invoicing will be performed for these unit proposals. Revenue Recognition The revenue recognition of unit forecast lines is defined on the unit forecast line under the revenue recognition fast tab. Two methods…

RecID Update

Reporting Enhancements » RecId Enhancements » RecID Update

*This sections details out how the record ID’s are created for different transactions and the tables which are updated with this information. Timesheet Non-Intercompany transactions: On the posting of a non-Intercompany timesheet transaction, ‘timesheet…

Configure Time Export

Time Management » Time Export » Configure Time Export

*A few setups needs to be performed for exporting time from Microsoft Dynamics 365 Finance and Operations. This section details the configuration process. Parameter Setup Although this feature is not entirely dependent upon any parameters, you can export un-posted…

Create Subprojects

Project Management » Manage Subprojects » Create Subprojects

*This sections details out the how the subprojects can be created and managed using the Manage subprojects form. New form has been introduced in the Projects+ module for users to create and maintain subprojects from a single place. As and when users create the…

Plan & Review

Resource Management » Resourcing » Plan & Review

*Once you configure the resourcing setups, you need to start planning for the resources in the projects. This section helps you in understanding the resource planning process involved in projects. Resource Forecast Form The resource forecast form stores the project…

Inquire Exported Time

Time Management » Time Export » Inquire Exported Time

*There are two forms from where the time export can be verified. One is at the summary level which has the details of the batch created, etc. From this form, the user can launch the lines form to view the details of the lines exported for payroll. Export Time for…

Project Tasks

Workspaces » Project Tasks

Intent of this Workspace The intention of this workspace is to assemble most commonly used projects related tasks and information in one place. Any user associated with an employee, project timesheet user, Service industry super user or Service industry view role will…

Using Learning Plans

Learning Experience » Learning Plans » Using Learning Plans

*This section explains how the learning plans can be loaded from Microsoft Dynamics Lifecycle Services into the Microsoft Dynamics 365 for Finance and Operations. This section also guides how the learning plans are used to get familiar with the topics loaded from…

Unit Based Billing

Transaction Enhancements » Unit Based Billing

Many professional services firms bill for the quantity of work done rather than on the hours consumed for the work completed. some examples of unit billing are head count billing, billing by team size, number of cases closed, etc. For such billing scenarios there is no…

Business Intelligence Tool

Reporting Enhancements » Business Intelligence Tool

Business Intelligence Tool provides the setup for the all the reporting data, where the efficiency, billability of an employee and accumulated result at the project level can be tracked. The utilization can be controlled per project, per category, and per posting…

Configure Invoice Review

Invoicing Enhancements » Invoice document review » Configure Invoice Review

*This sections details out the setups required to be configured for marking up invoices. Parameter Setup On Projects+ parameter form, under Invoicing tab, a new parameter “Invoice document review” has been introduced to control the reviewing of the…

Workflow Administrator

Transaction Enhancements » Workflow Administrator

A new feature, “Workflow administrator”, provides the ability to reassign or take actions on workflows stuck/pending due to various reasons. One of the reasons could be that the company has a high rate of turnover. When a user leaves the company, pending approvals…

Personal Time Off

Time Management » Personal Time Off

This feature has been developed to allow employees to send in their personal time off (PTO) request to their managers. A new workflow is available to control the approval process of PTO. PTO details are also available with this feature. To classify the approvers…

Configure PTO Balances

Time Management » PTO Balances » Configure PTO Balances

*To start using Personal time off balances feature, user needs to perform specific setups. This sections details out the configuration process. Parameter Setup In the Projects+ parameters, under the Timesheets tab ‘Display balances’ checkbox is…

Project Status

Workspaces » Project Status

Intent of this Workspace This workspace is intended for the Project manager or project accountant roles, where the user will be able to review and act upon the items that are expected to be done in Microsoft Dynamics 365 for Finance and Operations. Users having the…

Configure Auto submit

Time Management » Manage Pending Time » Configure Auto submit

On Projects+ parameter form, under Timesheets tab, a new parameter “‘Timesheet auto submit to workflow” has been introduced to submit the timesheet automatically when the user transfers the time from Manage pending time. User needs to set the ‘automatic…

Time Export

Time Management » Time Export

A new feature, “Time export”, has been introduced to provide timesheet hours from Dynamics 365 for Finance and Operations to Payroll systems for payroll processing. As this export is for payroll, pay codes are a key element and part of this feature. A new form…

Configure Email

Invoicing Enhancements » Invoice Email » Configure Email

*This section explains the setups required to be completed in order to use the Invoice emailing feature effectively. The setups part of this section are Project Parameters setup, Email address setup in Project contract and Email Template. Parameter Setup A new…

Import PTO Balances

Time Management » PTO Balances » Import PTO Balances

*This section details how the PTO balances can imported into the Microsoft Dynamics 365 for Finance & Operations. PTO balances data entity and structure The PTO balances can be imported into the Microsoft Dynamics 365 for Finance and Operations using the…

Introduction

Workspaces » Introduction

*This sections deals with the workspaces available out-of-the-box in the Projects+ suite. These workspaces are role specific and based on the logged in user’s role. Workspace Workspaces is a new concept in Microsoft Dynamics 365 for Finance and Operations,…

Configure PO Matching

Invoicing Enhancements » Customer PO Matching » Configure PO Matching

*This sections details out the setups required to configure for the Customer Purchase Order matching. Parameter Setup On Projects+ parameter form, under Invoicing tab, a new parameter “Customer PO Matching” has been introduced to control the customer PO…

Assign resource

Activity Management » Auto Add to Favorites » Assign resource

All favorites form When a Project manager assigns the Resource on the Project or to an Activity, a Favorite for the selected Resource is created automatically under Timesheet favorites form. Go to Project management and accounting > Setups > Timesheets > All…

Configure Revenue Recognition

Transaction Enhancements » Revenue Recognition » Configure Revenue Recognition

*This section details the configuration process involved in the revenue recognition. Parameter Setup To activate the revenue recognition feature set the ‘Activate revenue recognition schedule’ option to Yes. Go to Project management and accounting >…

Microsoft Validation

Microsoft Validation

Microsoft Validation Version 10.0.4 | June 19, 2019 Projects+ has been validated for Version 10.0.4 Known Regression Bugs Tested and found no critical issues.   Microsoft Validation Version 10.0.3 | May 16, 2019 Projects+ has been validated for…

Process Forecasts

Reporting Enhancements » WBS Forecasts » Process Forecasts

*This sections explains how the different types of forecasts are created using the work breakdown structure data. Processing Forecasts On the Work breakdown structure form, after entering the WBS data, the user can use the new buttons added on the Plan tab to move…

Resource Management

Workspaces » Resource Management

Intent of this Workspace This workspace is intended for the resource manager roles, where the user will be able to review and act upon the items that are expected to be done in Microsoft Dynamics 365 for Finance and Operations. The resource management workspaces…

Search Qualifications

Quotation Enhancements » Qualification View » Search Qualifications

*This section details how the projects can searched based on the qualification data entered on them. In order to help the user, select the project which meets most of the qualification data that has been defined against projects. A new qualification search form has…

Export Time for Payroll

Time Management » Time Export » Export Time for Payroll

*This section details the process to export time for payroll and different options\filters available at the time of export. Time Export Once the pay codes are configured and information is validated, users can export the hours captured in the system using time export…

Data Management

Data Management

The data management in Dynamics 365 for Finance and Operations, is based on the Data Import/Export Framework (DIXF). This tool, along with the other tools in Lifecycle Services, LCS, helps the customers and partners to quickly set up their initial environment from…

Workflow Modification

Transaction Enhancements » Workflow Modification

While using the participant option for workflow approvals, only a limited number of workers can be approvers such as project manager or project controller. In order to allow another employee who is not a project manager to approve documents, this feature has been…

Configure Dimension Default Rule

Transaction Enhancements » Dimension Inheritance » Configure Dimension Default Rule

*This section details the setups dimension default rules at different places to override dimensions. Setup for Transaction Level Dimension Default A new form has been designed for the user, to define the initialization process. Go to Project management and…

Late Timesheets

Time Management » Late Timesheets

Project managers often find it difficult to determine the timesheets that have not been submitted on time. This is very tedious work, as there is no one common page or form in D365FO where the user gets to see all the timesheets of all employees for all pay periods.…

Configure Qualifications

Quotation Enhancements » Qualification View » Configure Qualifications

*This sections details the configuration process involved in the setting qualification parameters and then assigning them to a projects. Parameter Setup This feature is not parameter driven. However, there is one setup which controls the update of timesheets related…

Configure Pricing

Transaction Enhancements » Pricing Multiplier » Configure Pricing

*This section details the pricing enhancements available as a part of Projects+ functionality. This section tell you how to configure and use the pricing multiplier functionality. Parameter Setup This feature is parameter driven. The following setups are required…