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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 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…

Microsoft Teams Chat

Office 365 » Microsoft Teams Chat

projects360 has added an integration between the Microsoft Dynamics 365 Finance and Operations and Microsoft Teams. Introduction of this feature allows different parties\peoples\roles associated to the form to chat with each other. Teams can be opened from inside…

Using Learning Plans

Learning Experience » 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…

Office 365

Office 365

All the features relating to Office 365 integrations have been grouped together in this section. The projects360 features that are grouped together in this section are: Microsoft Teams Chat

What’s New in Version 10.0

What’s New in Version 10.0

*Projects+ 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 Microsoft…

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…

Release Notes v10.0

Release Notes v10.0

Version 10.0.0.20190903 | Hotfix release | Sep 03, 2019 Business scenario Description VSTS ID Version Workspace On the project tasks workspace, Timesheet records are not getting filtered properly on My missing timesheet form. Now with this…

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…

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…

WBS Forecasts

Reporting Enhancements » WBS Forecasts

Microsoft Dynamics 365 for Finance and Operations does not have any provision for calculating or displaying the earned values or planned values in a forecast model. It does not even have the estimate to complete calculations. WBS (Work break down structure) lines…

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…

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…

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…

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…

Customers Integration

PSA Integrations » Customers Integration

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

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…

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…

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,…

Validate Forecasts

Reporting Enhancements » WBS Forecasts » Validate Forecasts

*This sections explains how the different types of forecasts results that are created using different methods are validated\reviewed using forms designed to represent this data. Validate Forecast Results Planned Value Results The effort from work breakdown…

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…

WBS Modifications

Transaction Enhancements » WBS Modifications

The activity number on the WBS is a random number which is quite difficult to remember when using them on timesheets, etc. It would be good to have a value to be displayed along with the activity number text that would make more sense while entering…

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

Learning Experience » 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…

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…

What’s New in Version 8.0

What’s New in Version 10.0 » What’s New in Version 8.0

Projects+ Documentation Available Online Projects+ documentation is now available online at projectsplus.saglobal.com. Users can switch the documentation version to match the Projects+ version they are currently using. When using a Projects+ form inside the…

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,…

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…

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

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…

What’s New in Version 8.1

What’s New in Version 10.0 » What’s New in Version 8.1

*Projects+ 8.1 for Microsoft Dynamics 365 Finance & Operations brings lots of exciting new features. Continue reading this article for more details on new features and enhancements. If you would like to try out some of these features please reach out to us here or…

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…

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…

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…

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…

Revenue & Invoicing

Transaction Enhancements » Unit Based Billing » Revenue & Invoicing

*This section details how the revenue is recognized and invoicing will be performed for these unit proposals. Revenue Recognition The revenue recognition of unit forecast lines is defined on the unit forecast line under the revenue recognition fast tab. Two methods…

Integrate Customers

PSA Integrations » Customers Integration » Integrate Customers

Process to Integrate Customers Below process is followed to create customers from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. Create the customer in Project Service Automation application (PSA) to be integrated…

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…

Integrate Project Contracts

PSA Integrations » Project Contracts Integration » Integrate Project Contracts

Process to Integrate Project Contracts The below process is used to create project contracts from Project Service Automation application (PSA) to Microsoft Dynamics 365 for Finance and Operations. or Integrate customer from Project Service Automation application…

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…

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…

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 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…

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 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 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…

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…

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…

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…

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…

Load Default Data

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…

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…

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…

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…

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

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…

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…

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…

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…

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…