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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 projects360 integration > Setup…

Configure

Implementation Tools » 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…

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 projects360 integration > Setup > projects360…

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

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 projects360 integration > Setup…

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 projects360 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 projects360 integration > Setup > projects360 integrations parameters >…

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 projects360 integration > Setup >…

Configure

Resource Management » Resourcing » Configure

*Before using the projects360 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 projects360 resourcing. This form can be accessed from following…

Configure

Invoicing Enhancements » Simple Adjustments » Configure

*This sections details out the setups required to be configured in order to use the adjustment on invoice proposal functionality. Parameter Setup On projects360 parameter form, under Invoicing tab, a new set of parameters under the “Simple adjustments for…

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 > projects360 parameters > Transactions Note…

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 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 projects360 parameters from, in the Invoicing tab, Invoice enhancements group has been introduced to control this feature. The…

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 projects360 parameters, under the Manage subprojects tab, ‘Level 1’ and ‘Level 2’ fields will be available to…

Configure Workflow

Time Management » Timesheet Line Approval » Configure Workflow

*This section details the workflow required to be configured in order to use the line level timesheet approval feature. Workflow Setup Create a line level timesheet workflow that has approvals done for each line and then create timesheet approval workflow. It then…

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 projects360 parameters form, which allows users to the select the different…

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…

Configure Pricing

Transaction Enhancements » Pricing Multiplier » Configure Pricing

*This section details the pricing enhancements available as a part of projects360 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…

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 projects360 parameters, user has to turn on the personal time off field to use this feature. This field is…

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 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 projects360 parameters, under the Timesheets tab ‘Display balances’ checkbox is…

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 projects360 parameter form, under Invoicing tab, a new parameter “Invoice document review” has been introduced to control the reviewing of 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…

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 projects360 parameter form, under Invoicing tab, a new parameter “Customer PO Matching” has been introduced to control the customer…

Configure Teams Chat

Office 365 » Microsoft Teams Chat » Configure Teams Chat

*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 projects360 parameter form, new tab called ‘Communication’ added. There is…

Configure and Use Approvers

Transaction Enhancements » Workflow Modification » Configure and Use Approvers

*This section details the workflow enhancements provided as a part of projects360 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 submit

Time Management » Manage Pending Time » Configure Auto submit

On projects360 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…

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…

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 >…

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 projects360 parameters form. All the fields and controls relevant to unit billing…

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…

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 projects360 parameters two new parameters is added to activate this feature. Go to Project management and accounting >…

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…

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…

Workspaces

Workspaces

In the latest Microsoft Dynamics 365 for Finance and Operations the dashboards have been replaced with Workspaces. Workspaces are used to create a quick access space to complete commonly used tasks, activities, and reports/inquiries. These workspaces are also mobile…

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. projects360 Integrations A new module has been created for these…

Using Learning Plans

Implementation Tools » 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…

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. Email Template Late timesheets…

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…