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 > Projects+ integrations parameters > WBS.

Fields available on the form are as follows:

  • Synchronize with PSA: This checkbox enables or disables the work breakdown integration from Project Service Automation application (PSA).
  • Last execution date time : Initially the Last execution date time field will be editable. After the first execution this field will not be editable and displays the most recent execution date when a user runs the periodic process for integrating data. Once the record is updated in the Project Service Automation application (PSA), this date will be reset to the modified date of the Project Service Automation application (PSA) record. Modified data will be retrieved from Project Service Automation application (PSA), from last execution date time to the current system date time.
  • UI control: This checkbox controls view of Project Service Automation application (PSA) data and provides the navigation to view the Project Service Automation application (PSA) data from Microsoft Dynamics 365 for Finance and Operations workspaces, Integration logs and Projects.
  • Default Category: When Category is left blank in Project Service Automation application (PSA) on a work breakdown structure line, then the value from this parameter setup will be considered.

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