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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…

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…

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…

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,…

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…

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…

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…

Activate WBS Modifications

Transaction Enhancements » WBS Modifications » Activate WBS Modifications

*This section details how to configure and use the work breakdown structure modifications. Parameter Setup This feature is parameter driven. The following setups are required for Work Breakdown Structure modifications feature to be activated and working. User needs…

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…

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…

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…

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…

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…

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…

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…

Time Management

Time Management

All the features relating to Projects+ time management have been grouped together in this section. The Projects+ features that are grouped together in this section are: Manage Pending Time Timesheet Integrations Personal Time Off PTO Balances Work…

Qualification View

Quotation Enhancements » Qualification View

The features relating to Qualifications for Architecture and Engineering industries have been grouped together in this document. The Projects+ features that are available under this classification can be found in Qualification View. Many companies in the…

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…

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 >…

WBS Forecasts

Reporting Enhancements » WBS Forecasts

Microsoft Dynamics 365 for Finance and Operations does not have any provision for calculating or displaying the earned values or planned values in a forecast model. It does not even have the estimate to complete calculations. WBS (Work break down structure) lines…

Resourcing

Resource Management » Resourcing

A new experience has been introduced in Dynamics 365 for Finance and Operations Projects+ suite, for Resourcing, which allows the resource managers and project managers to create resource forecasts and to schedule resources in two ways: resource based and project…

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…

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…

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…

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…

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…

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…

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…

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…

Validate Forecasts

Reporting Enhancements » WBS Forecasts » Validate Forecasts

*This sections explains how the different types of forecasts results that are created using different methods are validated\reviewed using forms designed to represent this data. Validate Forecast Results Planned Value Results The effort from work breakdown…

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…

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.…

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…

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…

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

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 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…

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…

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…

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…

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…

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+…

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…

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…

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…

Release Notes v8.1

Release Notes v8.1

Version 8.1.0.20190328 | Hotfix Release | Mar 28, 2019. Resource Management Bug fixes related to resource forecast data entity VSTS – 35280. Version Information Package Name Model Name Version LearningPlan Learning…

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…

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…

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…

What’s New in Version 8.1

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…

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…

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…