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

Time entry considerations

In this chapter, among the topics most important in a project manager's world and in managing a project to success, we cannot ignore the importance of time entry. As we all understand, labor is the biggest part of our project costs.

Therefore, one of the key considerations we need to make is what kind of timeframe we capture time in. Do we work on a Sunday-through-Saturday week or according to some other calendar? These are all pertinent details inside of the project setup that will drive the success of the time entry.

It is further important to realize that the time entries that are put into Project Operations appear to be entered on a weekly basis, but the result of the time entries will be daily records representing the hours entered in the Weekly view. This is important as you follow the downstream effects of time entry.

When it comes to getting time into the system, it is important to capture project costs quickly and efficiently. However...