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

Submitting and recalling time and expenses

Submitting time and expenses is almost identical in terms of process. It begins with a completed time or expense entry, as shown in the following figure:

Figure 9.15 – Submitting time for approval

Two significant elements to submitting time are the record selector on the left side of each row (highlighted in Figure 9.15) and the Submit button (also highlighted). With the record selected, you can submit one of, a variety of, or all of the records on the page. When you do, Entry Status will change to Submitted.

After this point, the project manager will be responsible for approvals and further processing. You now know how to submit the time and expenses for approval as well.

If, at some point, you wish to recall your timecard (meaning that you made a mistake that you wish to correct after submission), this is performed with a similar process to what you used to submit a time entry. Select the record you...