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Manage Projects

Workspaces » Manage Projects

The Manage Projects workspace is available to provide Project managers a faster experience to access common functions and information for the role. The ribbon bar has been rearranged with a focus on Project setup, Budgeting, Resourcing, and Invoicing, with key…

Projects Integration

PSA Integrations » Projects Integration

The projects integration option provides users ability to integrate projects data available in the Project Service Automation application (PSA) environment to Microsoft Dynamics 365 for Finance and Operations. The projects created in Project Service Automation…

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…

Review Projects

PSA Integrations » Projects Integration » Review Projects

Review Integrated Data The projects data integrated from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations can be reviewed on Projects page. The projects data integrated to Microsoft Dynamics 365 for Finance and…

Manage Subprojects

Project Management » Manage Subprojects

This feature has been developed to create and maintain subprojects with an easier user interface. This feature allows creation of multiple sub projects in a single grid, eliminating the complex navigations while performing a similar task from standard form. All the…

My Projects Activities

Activity Management » My Projects Activities

My Projects Activities A Resource has a place to view all project activities assigned to them by a Project manager on the WBS. This form displays all the tasks across Projects and across Legal entities, and includes some basic budgetary information so the Resource can…

Manage Pending Workflows

Transaction Enhancements » Workflow Administrator » Manage Pending Workflows

*This section explains how workflow administrators can review and take appropriate actions on the pending workflows. Pending work items A new form ‘Pending work items’, similar to the ‘Work items assigned to me’ is created for this feature, but will be…

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…

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…

What’s New in Version 10.0.5

What’s New in Version 10.0.9-10 » 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…

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…

What’s New in Version 10.0.9-10

What’s New in Version 10.0.9-10

*projects360 10.0.9-10 for Microsoft Dynamics 365 Finance & Operations introduces Contract management, Fee management, WBS automated events, New main menus, Manage project dashboard, Timesheet workspace, Invoice translation, Work location and other improvements! New…

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…

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…

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. On the…

Using Teams Chat

Office 365 » Microsoft Teams Chat » Using Teams Chat

Communicating with the right person is seamless with embedded Microsoft Teams chat buttons. A user can initiate a Teams chat, with the right person, from buttons in the form they are already working in. One of the forms is shown below. When Project accountant…

Project Tasks

Workspaces » Project Tasks

Intent of this Workspace The intention of this workspace is to assemble most commonly used projects related tasks and information in one place. Any user associated with an employee, project timesheet user, Service industry super user or Service industry view role will…

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…

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…

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…

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…

Invoice proposal and Invoice report

Invoicing Enhancements » Invoice translation » Invoice proposal and Invoice report

*This sections details out the translation on project invoice proposal and Project invoice report. Project invoice proposal form On project invoice proposal form, when the Customer language and current legal entity language is different the invoice grouping process…

What’s New in Version 10.0.7

What’s New in Version 10.0.9-10 » What’s New in Version 10.0.7

*projects360 10.0.7 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 was…

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…

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…

Qualification View

Quotation Enhancements » Qualification View

The features relating to Qualifications for Architecture and Engineering industries have been grouped together in this document. The projects360 features that are available under this classification can be found in Qualification View. Many companies in the…

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…

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…

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…

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…

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 projects360 features that are available in the quotation enhancements are helpful in analyzing the details of the construction and…

Configure Invoice translation

Invoicing Enhancements » Invoice translation » Configure Invoice translation

*This sections details out the setups required to configure for the Invoice translation. Parameter Setup On projects360 parameter form, under Invoicing tab, a new parameter “Invoicing group translation” has been introduced to control the Invoice…

Fixed Price Forecast Revenue

Reporting Enhancements » Fixed Price Forecast Revenue

This feature is applicable to fixed price projects. The limitation with Microsoft Dynamics 365 for Finance and Operations is that the revenue budget is not created the way it is in a Time and Material project while forecasting. There is no revenue budget line…

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…

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…

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…

Project Contracts Integration

PSA Integrations » Project Contracts Integration

The projects contracts integration option provides users the ability to integrate project contract data availableion the Project Service Automation application (PSA) environment to Microsoft Dynamics 365 for Finance and Operations. Once the customer records are…

PSA Integrations

PSA Integrations

projects360 has introduced another segment into the projects360 suite for the various integrations that have been built between Microsoft Dynamics 365 finance and operations and Project Service Automation application (PSA). The configurations and integrations…

Resource Integration

PSA Integrations » Resource Integration

The resource integration option provides users the ability to integrate resource data in the Project Service Automation application (PSA) environment to Microsoft Dynamics 365 for Finance and Operations. The resource information created\available in Project Service…

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…

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…

Late Timesheets

Time Management » Late Timesheets

Project managers often find it difficult to determine the timesheets that have not been submitted on time. This is very tedious work, as there is no one common page or form in D365FO where the user gets to see all the timesheets of all employees for all pay periods.…

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,…

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…

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…

Invoice Grouping

Invoicing Enhancements » Invoice Grouping

Currently in Microsoft Dynamics 365 for Finance and Operations, the Manage invoice functionality does not give the flexibility to group transactions on an invoice. Enhancements have been made to the invoicing functionality to group transactions based on attributes…

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…

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…

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…

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…

Defaulting Dimensions on Transactions

Transaction Enhancements » Dimension Inheritance » Defaulting Dimensions on Transactions

*This section details out the how and from where the dimensions default on the transactions. These defaulted dimensions can be modified at the transaction level. Dimensions on Transactions The primary source defined for the posting type against the dimension name…

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…

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 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…

License Configurations

Implementation Tools » License Management » License Configurations

Manage Configurations projects360 provides the configuration keys to activate or deactivate certain Dynamics 365 Finance and operations features or modules out of the box. There are predefined keys containing the combination of modules which service industry often…

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 >…

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…

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…

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…

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 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…

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…

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…

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…

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…

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. Go to…

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 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…

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. All Time Off Request form New forms have been introduced in the projects360 module for users to request for Personal time off. On the Personal time…

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…

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…

Timesheet menu

Navigation » Timesheet menu

*This sections details out the menu items added to the new timesheet menu. Timesheet menu A new Timesheet task based menu has all the menu items related to configuring, recording, posting, and managing late time. Below are the timesheet menu items…

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…

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…

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…

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…