Track a project’s status (Project Service)
Applies to Project Service app versions 2.x and 1.x
Use the Dynamics 365 Project Service Automation to track the progress of a client’s project.
As the engagement progresses, the project stages update to reflect the stage of the engagement:
|New||When you create a project, the stage is set to New. If you created the project from a template, at this stage the project may have a schedule, estimates, and team data. Otherwise, it will be the outline of the project and you need to manually enter the rest of the project components.|
|Quote||When you associate a project to a quote or create it from a quote, the project stage is set to Quote, and the estimated start and end datesare updated as well. When the project is in the quote stage, details on the quote display on the Sales tab on the Project page.|
|Plan||When you win a quote associated with a project, and when the engagement progresses to the contract stage, the project stage updates to Plan. Contract details display on the Sales tab on the Project page.|
|Complete||When the project work is complete, you can flip the stage to Complete. When the project stage is set to complete, it’s understood that the work is 100% complete but the project is kept open for any pending time or expense entries to be recorded.|
|Close||When all transactions have been recorded on the project and you don't expect any more to be logged, you can manually set the stage to Close. When the project is set to Close, you can’t log any more transactions on the project and the project will be read only.|
To track a project’s status
Go to Project Service > Projects.
Click the project you want to work on.
In the bar across the top of the screen, select the down arrow next to the project name, and then click Project Tracking.
Select Effort Tracking or Cost Tracking in the drop-down list above the task list.
Double-click any task to edit it. You can also move or resize the bars in the Gantt chart to change the time and progress for a task.