The topic you requested could not be found.
Related topics are listed below.

Version History

Version History

Release Notes The Release Notes article contains the history of all bug fixes or design changes in the current version. Microsoft Validation The Microsoft Validation article contains any validation issues that arose when testing projects360 against the latest…

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…

Invoice document review

Invoicing Enhancements » Invoice document review

As an approver you want some corrections on the invoice proposal but not sure on how to pass this information to the user visually? projects360 brings in a new feature to address this need. This feature provides the ability to write electronic notes on Invoice…

Learning Plans

Implementation Tools » Learning Plans

The learning plans feature in the projects360 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…

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…

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…

Invoice Document Review

Invoicing Enhancements » Invoice document review » Invoice Document Review

Invoice document review Below is the high-level process for reviewing invoice documents. User will creates invoice proposal and when the document gets submitted to invoice proposal workflow, an invoice report will be added as attachment auto magically and Invoice…

What’s New in Version 10.0.5

What’s New in Version 10.0.7-8 » 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…

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…

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…

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…

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…

What’s New in Version 10.0.7-8

What’s New in Version 10.0.7-8

*projects360 10.0.7-8 for Microsoft Dynamics 365 Finance & Operations introduces Fee management, HR automated events, New main menus, Accounts receivable by project, Resourcing, Realization, and other improvements! Fee Management Fee management (preview) feature…

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 >…

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…

Review Project Activities

Activity Management » My Projects Activities » Review Project Activities

*This section shows the how we can keep track of all the activities across projects and legal entities assigned to us. This feature is not governed by any parameter. As an employee in an organization you might want to have a place where you can look for all the tasks…

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,…

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…

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…

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…

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…

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…

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…

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…

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…

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…