View and edit project estimates (Project Service)

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

With the Project Service capabilities in Dynamics 365 for Customer Engagement, you can view estimates for a project, including estimates by cost, sales, or effort.

1. Go to Project Service > Projects.

2. Click the project you want to work on.

3. In the bar across the top of the screen, select the down arrow next to the project name, and then click Project Estimates.

4. In Time-phase By, select Effort, Cost, or Sales to change which project estimates to display.

5. To add or delete expenses, click Show Grid View. To create a new expense, click New Expense. To delete an expense, select it from the list, and then click Delete Expense. When you’re done adding or deleting expenses, click Save.

See Also

Project Manager Guide