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Create organizational units (Project Service)

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Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

Your company probably organizes its consulting business by geography, function, or other areas. You can create organizational units that reflect your consulting business. A Project Service organizational unit is a group or division in a professional services company that employs billable resources with cost rates that are distinct from other such groups or divisions in the company.

Note

A Project Service organizational unit is separate from a business unit in Customer Engagement. Business units are more of a security structure that affects levels of access to Customer Engagement information, and are usually organized around company divisions, like parent company and subsidiaries or divisions. Organizational units represent how your consulting company categorizes its different businesses, whether by geographic location (like EMEA or LATAM), by function (like Product Development or IT Outsourcing), or by other parameters.

  1. Go to Project Service > Organizational Units.

  2. Click New.

  3. In the General area, enter a name for the organization unit in Name, and fill in the other fields as necessary.

  4. Click Save to create the record so you can continue editing it.

  5. Under Cost Price Lists, click + to add a price list. You can only add price lists with the Cost context here.

  6. In the Name field, click the Search button and select a price list you want to make available to this organizational unit. Continue adding price lists as needed.

  7. When you’re done, click Save at the bottom right corner of the screen.

See Also

Configure Project Service Automation