Project Service Automation integration parameters

On the Project Service Automation integration parameters page, you can configure how default data is entered when you integrate Microsoft Dynamics 365 for Project Service Automation with Microsoft Dynamics 365 for Finance and Operations. For projects to be successfully synchronized from Project Service Automation to Finance and Operations, you must set up the following fields.

Note

  • Project task integration, expense transaction categories, hour estimates, expense estimates, and functionality locking are available in Microsoft Dynamics 365 for Finance and Operations version 8.0.
  • Actuals integration is available in Microsoft Dynamics 365 for Finance and Operations version 8.0.1 or later.
  • If you're using Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.3.0, after you install KB 4132657 and KB 4132660, you will be able to use the templates to integrate project tasks, expense transaction categories, hour estimates, expense estimates, and actuals, and to configure functionality locking. If you must reset the accounting distributions, we recommended that you also install KB 4131710.
Tab Field Description
General Default project type Select the default project type. When projects are synchronized from Project Service Automation, this value is used if you didn't provide a default value in the integration template. During synchronization, the Project type field of new projects is set to this value. However, the value might be updated when the project contract lines are synchronized from Project Service Automation.
Time category Select the default time category. This value is used when hour estimates are synchronized from Project Service Automation. When the hour estimates and hour actuals are synchronized from Project Service Automation, the Category field of new project hour forecasts in Finance and Operations is set to this value.
Fee category Select the default fee category. This value is used when fee actuals are synchronized from Project Service Automation. When the fee actuals are synchronized from Project Service Automation, the Category field of new fee transactions in Finance and Operations is set to this value.
Project group defaults Project type Click New to add a row where you can select the project type to set the default project group for. A specific project type can be selected only one time in the configuration.
Project group Select the default project group for the selected project type. When new projects are synchronized from Project Service Automation, the Project group field is set to the default value for the project type if you didn't provide a default value in the integration template.
Billing type defaults Billing type Click New to add a row where you can select the billing type to set the default line property for. A specific billing type can be selected only one time in the configuration.
Line property Select the default line property for the selected billing type. When new hour estimates, new expense estimates, or new actuals are synchronized from Project Service Automation, the Line property field is set to the default value for the billing type.
Functionality locking Not applicable Select the functionality to disable in Finance and Operations for projects and contracts that originated from Project Service Automation. For example, you can turn off the ability to edit contracts and projects, create work breakdown structures, and enter timesheets in Finance and Operations. Accounting-related fields will continue to be enabled, even if they are made unavailable by the parameter setting. By default, all functionality is enabled.