Configure 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

Before you can use the Project Service automation capabilities in Dynamics 365 for Customer Engagement to manage your accounts, projects, and resources, you need to complete a few configuration steps to ensure the Project Service solution matches your organization’s needs. These steps include:

• Set up time units. Configure the time units in the product catalog that you’ll use as a base for scheduling and billing your projects.

• Set up currencies and exchange rates. Set up the currencies to use for your projects.

• Create organizational units. Set up the groups that your company uses to divide its business, whether by geography, business function, or other logical division.

• Set up invoice frequencies. Set up time periods that you want to use for billing your clients.

• Configure transaction categories. Set up transaction categories your consultants can charge their billable and unbillable expenses to.

• Configure expense categories. Set up the categories your consultants can charge their billable and unbillable expenses to.

• Create product catalog items. Add the products you sell, such as software licenses, to the product catalog.

• Create a price list. Configure different price lists, depending on how much you want to charge your clients for each role their project requires.

• Set up resources. Add the skills, proficiencies, resource roles, and other resource information that you’ll need for your projects.

See Also

Overview of Project Service Automation
Configure Project Service Automation
Account Manager Guide
Project Manager Guide
Resource Manager Guide
Time, Expense, and Collaboration Guid