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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 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…

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…

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…

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…

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…

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…

Flow Charts

PSA Integrations » Flow Charts

Flow chart of the master data integrations Flow chart of WBS and Timesheets integrations

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 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…

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…

Reporting Enhancements

Reporting Enhancements

The features enhanced or newly created, relating to reporting have been grouped together in this document. The Projects+ features grouped together in this section are as follows: Business Intelligence Tool WBS Forecasts Fixed Price Forecast Revenue RecId…

Transaction Enhancements

Transaction Enhancements

The features enhanced or newly created, relating to project transactions have been grouped together in this document. The Projects+ features grouped together in this segment are: Unit Based Billing Revenue Recognition Dimension Inheritance Workflow…

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…

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…

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…

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 » 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 >…

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…

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…

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…

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…

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…