Dynamics 365 Project Service Automation: Video blog covering Projects in PSA

Tested on:
Dynamics 365 version 9.0

Projects are a container for work in Dynamics 365 Project Service Automation. They contain information about Project Team Members, Resource Requirements, Project labor tracking as well as Project estimates. Project specific Actuals list approved Time Entries and Expenses that are related to the Project and the Work Breakdown Structure contains the Project’s tasks.

The features covered on this video blog are:

– Project Templates
– Calendar Templates
– Work Breakdown Structures
– Task Modes
– Project estimates
– Project labor tracking
– Actuals

Projects contain many different nuances especially around the WBS, Project labor tracking and Project estimates. I recommend that you research the different options by creating a Project, resourcing it and by submitting and approving Time Entries for it. This way you are able to gain a deeper understanding of how all the small details around Projects work.

All the ideas reflect my personal opinions and findings unless otherwise stated.