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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…

Resource Management

Resource Management

The features relating to resource management have been grouped together in this document. The projects360 features grouped together in this section are: Resourcing SubContractor Reconciliation Select a feature to view more details about…

Data Management

Implementation Tools » Data Management

The data management in Dynamics 365 for Finance and Operations, is based on the Data Import/Export Framework (DIXF). This tool, along with the other tools in Lifecycle Services, LCS, helps the customers and partners to quickly set up their initial environment from…

Project Management

Project Management

All the features relating to projects360 project management have been grouped together in this section. The projects360 features that are grouped together in this section are: Manage subprojects Select a feature to view more details about…

License Management

Implementation Tools » License Management

All the new functionality pertaining to license management is grouped in this section. License configuration

Time Management

Time Management

All the features relating to projects360 time management have been grouped together in this section. The projects360 features that are grouped together in this section are: Manage Pending Time Timesheet Integrations Personal Time Off PTO Balances Work…

Activity Management

Activity Management

All the new functionality pertaining to activity management are grouped in this section. My Project Activities Auto Add to Favourites Select a feature to view more details about them.

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…

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 >…

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…

What’s New in Version 10.0.5

What’s New in Version 10.0.5

*projects360 10.0.5 for Microsoft Dynamics 365 Finance & Operations introduces Fee management, Simple adjustment, Resourcing and other improvements! projects360 (formerly Projects+) Going forward, will be known as to align with sa.global’s rebranding and…

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 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 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…

Grouping Invoices

Invoicing Enhancements » Invoice Grouping » Grouping Invoices

*This section explains how the transactions can be grouped based different invoice grouping formats setup. Invoice Proposal Form There have been several modifications done to the Project Invoice proposal form for this feature. Go to Project management and…

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…

Revenue Recognition

Transaction Enhancements » Revenue Recognition

Advance payments received for services to be provided in the future are a liability, such as deferred revenue. The revenue is recognized in the period(s) that service is provided. This feature has been developed to distribute the revenue received when services are…

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…

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…

Review PTO Balances

Time Management » PTO Balances » Review PTO Balances

*This section details where all the PTO balances can be reviewed in the Microsoft Dynamics 365 for Finance and Operations. Personal Time Off Request Entry Fact box added on the personal time off form to display the PTO balances of the resource associated to the…

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 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 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 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…

Introduction

Introduction

sa.global projects360 for Microsoft Dynamics 365 As a key component of sa.global’s industry strategy for project-driven organizations, we’ve developed a deep set of extensions to the Microsoft Dynamics 365 Finance and Operations service industries solution to…

What Files are Attached

Invoicing Enhancements » Invoice Archives » What Files are Attached

*This section explains which documents are attached with respect to different document types. Timesheet Report This is available in timesheets on the action pane, as shown below. This report is launched at the header level, it contains all the line details from…

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…

Timesheet Integrations

Time Management » Timesheet Integrations

projects360 has build the timesheets integration data entities to import the timesheets data from external time management systems. This data entity can be used from data management or directly from the integration form. With the 8.1 release, timesheets Integration…

Auto-update Qualifications

Quotation Enhancements » Qualification View » Auto-update Qualifications

*This section details how the employee and time details are added to the the project qualification data form. In the projects360 Inquiries parameters, a new parameter for Auto updating qualification data has been brought in. The functionality of this feature is 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…

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…

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…

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…

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 >…

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…

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 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…

Line level Approval

Time Management » Timesheet Line Approval » Line level Approval

*This section details how the line level timesheets are approved. Line Level Approval Form Go to Project and Management accounting > projects360 > Timesheet line level approval All the lines that are assigned for approval for the current user is seen in this…

Report

Resource Management » Subcontractor Reconciliation » Report

*This sections details how the reports can be printed to verify the reconciled and un-reconciled data. SubContract Reconciliation Report Subcontract reconciliation report will show the unreconciled transactions based on the Given filter, data will be grouped on the…

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…

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…

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…

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…

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…

Assign resource

Activity Management » Auto Add to Favorites » Assign resource

All favorites form When a Project manager assigns the Resource on the Project or to an Activity, a Favorite for the selected Resource is created automatically under Timesheet favorites form. Go to Project management and accounting > Setups > Timesheets > All…

Resourcing Workspaces

Resource Management » Resourcing » Resourcing Workspaces

*projects360 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 projects360 workspaces to show the resourcing…

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 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…

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…

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…

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…

Load Default Data

Implementation Tools » 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…

What’s New in Version 10.0

What’s New in Version 10.0.5 » What’s New in Version 10.0

*projects360 10.0 for Microsoft Dynamics 365 Finance & Operations introduces new Communication, Subproject, Billing review, Project management, and other improvements! Microsoft Teams Integration Communicating with the right person is seamless with embedded…

Global Project Administration

Workspaces » Global Project Administration

Intent of this Workspace This workspace is created with an intention to review the inter-company transactions. The global project administrator, service industry super user and service industry view roles are associated with this workspace. The users assigned with…

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…

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…

Introduction

Workspaces » Introduction

*This sections deals with the workspaces available out-of-the-box in the projects360 suite. These workspaces are role specific and based on the logged in user’s role. Workspace Workspaces is a new concept in Microsoft Dynamics 365 for Finance and Operations,…

Data entities

Implementation Tools » Data Management » Data entities

This section gives list of data entities used for projects360 features. Data entity name Target entity 1 Client type PMIPClientTypeEntity Purpose – To import or export data from Client setup form used for Qualification…

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…

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,…

PTO Balances

Time Management » PTO Balances

From projects360 8.0 release onwards, 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

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…

Matching PO on Invoices

Invoicing Enhancements » Customer PO Matching » Matching PO on Invoices

*This section deals with how the customer PO’s are matched with the invoices and the PO details are printed on the reports. Customer PO Reference on Invoice Proposal The user will have to create an invoice proposal using the Invoice proposal form. The…

Time Export

Time Management » Time Export

A new feature, “Time export”, has been introduced to provide timesheet hours from Dynamics 365 for Finance and Operations to Payroll systems for payroll processing. As this export is for payroll, pay codes are a key element and part of this feature. A new form…

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…

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…

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 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

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…

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…

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…

Perform adjustment

Invoicing Enhancements » Simple Adjustments » Perform adjustment

*This sections details out the how the hour transactions can be adjusted through the buttons placed for Simple adjustments. New buttons are been introduced on the Invoice proposal for adjustments. These buttons are available only for hour transactions. Through new…

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 >…

Sales and Marketing

Workspaces » Sales and Marketing

Intent of this Workspace This workspace is intended for the Sales manager and Service industry roles, that would be using the Sales and marketing module in Microsoft Dynamics 365 for Finance and Operations. The information on opportunities and project quotations will…

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 projects360 module for users to request for Personal time off. On the Personal…

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…

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…

Search Qualifications

Quotation Enhancements » Qualification View » Search Qualifications

*This section details how the projects can searched based on the qualification data entered on them. In order to help the user, select the project which meets most of the qualification data that has been defined against projects. A new qualification search form has…

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…

Create Subprojects

Project Management » Manage Subprojects » Create Subprojects

*This sections details out the how the subprojects can be created and managed using the Manage subprojects form. New form has been introduced in the projects360 module for users to create and maintain subprojects from a single place. As and when users create the…

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…

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…

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…