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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…

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…

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…

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…

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…

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…

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…

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 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 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 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…

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…

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 >…

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 >…

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 » 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 >…

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…

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 >…

AR Aging

Invoicing Enhancements » AR Aging

Aging report is a periodic report that categorizes a company’s accounts receivable for the length of time an invoice has been outstanding. Though Dynamics 365 for Finance and Operations does have a collections management in the Accounts receivable module, to…

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 >…

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…

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…

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…

Subcontractor Reconciliation

Resource Management » Subcontractor Reconciliation

A reconciliation process is required to keep track of time spent by contractors, who belong to a vendor, against the related vendor invoices. This reconciliation will help in approving the invoice for payment if the user can reconcile the vendor’s invoice against…

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…

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…

Quotation Enhancements

Quotation Enhancements

The features relating to qualifications for Architecture and Engineering industries have been grouped together in this document. The Projects+ features that are available in the quotation enhancements are helpful in analyzing the details of the construction and…

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…

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…

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…

Invoice Email

Invoicing Enhancements » Invoice Email

The Invoice emailing feature helps users mail the invoice during posting of the invoice, with the details of the invoice in the text with an attachment. It also helps the user to open, view and download the attachment to the invoice, if any. This feature allows the…

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…

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…

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

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…

Learning Plans

Learning Experience » Learning Plans

The learning plans feature in the Projects+ is introduced with the intention of providing the training to the users who are interested in learning the Microsoft Dynamics D365 for Finance and Operations in a Business Process Modular structure. For this release, the task…

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…

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…

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…

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 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…

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 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…

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 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 ‘revenue recognition schedule’ option to Yes. Go to Project management and accounting > Setups >…

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…

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…

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…

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…

What’s Coming in Version 10.0

What’s Coming in Version 10.0

With the Spring 2019 release of Microsoft Dynamics 365 Finance & Operations, Projects+ is coming up with lot of exciting features and enhancements. Continue reading this article for more information on new features and enhancements coming your way. These features are…

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…

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…

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…

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…