Book Image

Microsoft Dynamics 365 Project Operations

By : Robert Houdeshell
Book Image

Microsoft Dynamics 365 Project Operations

By: Robert Houdeshell

Overview of this book

Dynamics 365 Project Operations is a game-changing solution set for project-driven businesses that allows you to deliver commercially successful projects in a timely and cost-effective manner, keeping the project teams productive and collaborative. With this book, you'll find out how you can bring more value to the business by winning new projects and driving exponential revenue growth. Starting with the key principles of Project Operations, you'll understand how it improves project planning and execution. You’ll then learn how to successfully deploy Project Operations along with different integration strategies and get to grips with the best approach for sales through project opportunities, project contracts, and pricing workflow implementation. This book will guide you through setting up direct staffing and centralized staffing models and enable you to manage project changes confidently by getting hands-on with project timeline management, pricing management, resource assignments, and modifications. In the final chapters, you'll find out how to use Project Operations effectively for project accounting and finance. By the end of this book, you’ll have gained the confidence to deliver profitable projects in a well-connected organization through efficient decision-making and successful customer-client relationships.
Table of Contents (17 chapters)
1
Section 1: Foundation and Framework of Project Operations
5
Section 2: Project Sales through Delivery
10
Section 3: Project Delivery through Operations

Changing orders to costs and selling price

Making changes to the costing of a project is a process of changing out the resources you have currently staffed with offshore resources from a different organizational unit. The following screenshot (of the Estimates screen) shows the costing associated with the project as we have it outlined currently:

Figure 8.8 – Estimates

When adding a team member from a different resourcing unit, remember that you need to set up a cost price list to the role and the organizational unit. Without this, your costs will be missing from the estimates and this will affect your billings.

The following screenshot shows how we can add a new team member to a project. This is performed by opening the Team tab and selecting + New Team Member:

Figure 8.9 – Adding an offshore team member

As a project manager, you may also need to validate that billing is set up properly in a project. To view this information...