Welcome to manual!

As a key component of SAGlobal’s industry strategy for project-driven organizations, we’ve developed a broad set of extensions to the Microsoft Dynamics 365 for Microsoft Dynamics 365 for Finance and Operations ERP suite called projects360. This solution provides best-in-class capabilities, drives the adoption of industry best practices, and accelerates implementations of Microsoft Dynamics 365 for Finance and Operations, helping to improve our clients time to value, while also reducing their cost and risk. To learn more about projects360 suite, please visit our website.

The projects360 manual is a comprehensive online guide for those who want to get the most out of their Projects+ solution. The guide combines detailed descriptions of each feature with step-by-step instructions to help you accomplish specific tasks in Dynamics 365, and was designed to help users with different backgrounds and experience levels.

What’s in this user manual

The projects360 features are divided into broader segments like Time management, Resource Management, Invoicing enhancements, Transaction enhancements, Reporting enhancements, Project Service Automation application (PSA) integrations, Quotation enhancements and Learning experience. The features related to these areas are grouped into these segments. To learn more about features under each segment please expand and see the table of contents available on the left-hand sidebar of the screen.

Along with the projects360 features you can also see ‘What’s New’ to that specific version and release notes for each hotfix released pertaining to that specific version on this page.

How to use this manual

  • If you already know what area you need to find information on, then from the table of contents on the left side of the screen, select a topic or expand the menu to find the topic you’re looking for.
  • You can also use the search bar at the top right to search for help on specific topics.
  • If you can’t find a topic that you think should be addressed in the projects360 manual, send us a content request.

Our other manuals

Along with Projects+ manual, we do have few other manuals. Below is the list of documentation available for projects360, select the links to jump on to these manuals and explore the functionality.

  • Projects+ BI – This manual gives insights to what’s available in projects360 BI, how we can configure and use it to the best of our needs.

We are here to help!

This guide provides detailed information on all the features available in Projects+. It is a living, breathing document that will be updated as the software changes. However, should you find yourself with a problem that you cannot answer with these guides or if you have any suggestions or any feedback pertaining to these features, please email us with your queries.

Thank you,
SAGlobal projects360 Team

Last modified: Sep 17, 2019


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