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

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…

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…

Timesheet Line Approval

Time Management » Timesheet Line Approval

Currently in Microsoft Dynamics 365 for Finance and Operations, there is no proper list page for timesheet line level approvals which makes it a time-consuming activity for approval of all lines from different timesheets. This enhancement shows all the timesheet…

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…

No timesheet required

Time Management » Late Timesheets » No timesheet required

*This section defines how No timesheet required is setup and the display of records on late timesheets. Employee setup On the employees form, we can define which employee do not require to submit the timesheets on the project setup. Go to Human resources…

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…

Resourcing menu

Navigation » Resourcing menu

*This sections details out the menu items added to the new resourcing menu. Resourcing menu A new Resourcing task based menu has all the menu items for managing the resourcing/booking process. Below are the resourcing menu items added: Menu…

Personal time off menu

Navigation » Personal time off menu

*This sections details out the menu items added to the new personal time off menu. Personal time off menu A new Personal time off task based menu has all the menu items for managing the Personal time off process. Some menu item names have been updated from…

Project billing menu

Navigation » Project billing menu

*This sections details out the menu items added to the new project billing menu. Project billing menu A new Project billing task based menu has all the menu items for managing the Billing process. Below are the project billing menu items added: Menu…

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 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…

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 Go to Timesheets > Approval process > Timesheet line level approval All the lines…

Navigation

Navigation

The “Project management and accounting” menu has been split up into multiple menus, giving Dynamics users an easier way to find related menu items. For example, everything related to managing the time entry process is grouped into the same…

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…

Review Timesheets

PSA Integrations » Timesheets Integration » Review Timesheets

Review Integrated Data The timesheet data integrated from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations can be reviewed on the All timesheet form. The individual details about each timesheet can be seen on the…

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…

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…

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…

Auto Add to Favorites

Activity Management » Auto Add to Favorites

Currently in Microsoft Dynamics 365 for Finance and Operations, there is no process to add favorites automatically where resource manually enters timesheet favorites whenever the project or activity assigned. projects360 has introduced a feature to automatically add…

View Related Info

Reporting Enhancements » RecId Enhancements » View Related Info

*This sections details out how the related information based on the record ID’s viewed and reported. Timesheet Timesheet reference are created into the project posted transaction form under related information tab. A new button has been added for showing the…

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…

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 >…

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…

Enter Work Locations

Time Management » Work Locations » Enter Work Locations

*This section defines how work locations are entered on the timesheets and are validated during different processes e.g. on timesheet creation, on submission and during posting. This section also details the validations added while copying timesheet from different…

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…

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…

RecID Update

Reporting Enhancements » RecId Enhancements » RecID Update

*This sections details out how the record ID’s are created for different transactions and the tables which are updated with this information. Timesheet Non-Intercompany transactions: On the posting of a non-Intercompany timesheet transaction, ‘timesheet…

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…

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…

RecId Enhancements

Reporting Enhancements » RecId Enhancements

There is no link with the transaction ID and its adjusted transactions for an inter-company or non inter-company transactions to easily track it back and report, so this customization has been formulated to ease reporting of such transactions. The timesheet…

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…

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 >…

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…

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…

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…

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…

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.…

Workflow Modification

Transaction Enhancements » Workflow Modification

While using the participant option for workflow approvals, only a limited number of workers can be approvers such as project manager or project controller. In order to allow another employee who is not a project manager to approve documents, this feature has been…

Time Export

Time Management » Time Export

A feature called, “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

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 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…

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…

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…

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…

HR Automated Events

Resource Management » HR Automated Events

Every time a new employee is hired in the organization, the User, User to worker relationship, Security roles, Employee Project Setup, Project Resource Record, Resource/Project Validation Groups, Cost Price Per Hour, Timesheet Periods, Vendor, and Employee Mapping to…

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…

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…

Process to Attach Files

Invoicing Enhancements » Invoice Archives » Process to Attach Files

*This section explains how the invoices can be archived with respect to different document types. Process to Create Invoice Archives A new button has been added to the Invoice proposal on the action pane. There are two ways to view the archives, one is automatic and…

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…

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 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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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 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 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

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…

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…

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…

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…

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…

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…

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…