A shortcoming in the current release of Dynamics PSA, Project Service Automation, is that it only allows you to book time against a project for resources that are users. Resources in PSA can also be created for contacts and this is a typically how you handle sub contractors. You create them as a contact and then create a bookable resource records linked to this contact. You can … [Read more...] about PSA Contractor Time Entry
Project Service Automation
Project Service Automation – Validate Hours for Time Entry
This blog post covers how you can validate time entry in PSA, Project Service Automation, using a custom real time workflow to limit the amount of time a user can enter for any day. The functionality of PSA is is pretty comprehensive however many users find it frustrating you cannot limit the total duration a user can book for a single day. To accomplish this I wrote a … [Read more...] about Project Service Automation – Validate Hours for Time Entry
Project Service Automation Delegation – UI and SDK Gotchas
A typical requirement for project management and time sheet systems is the ability to allow a manager to enter time sheets for team members. PSA, Project Service Automation, supports this through the use of delegation records. A user can create a delegation record allowing another user to enter the hours they have worked on project tasks. Here I have created a delegation … [Read more...] about Project Service Automation Delegation – UI and SDK Gotchas
Project Service Automation – Work Hours Templates
Work hour templates in PSA, Project Service Automation, are basically pointers to calendars for resources and projects that determine which days of the week are working days, the number of hours worked per day and if the business closures are to be observed. It is important to configure your work hours template before you use them with any projects otherwise your work breakdown … [Read more...] about Project Service Automation – Work Hours Templates
Project Service Automation – Project Templates
Project templates are a useful feature in Project Service Automation if you regularly manage the same types of projects which have similar tasks and resourcing requirements. You can create a project template with a work breakdown structure of tasks and dependencies and use this template for new projects. When you create a project using a template the work breakdown structure … [Read more...] about Project Service Automation – Project Templates
Project Service Automation Price Lists
Project Service Automation is a fully featured Dynamics 365 application for the management of service based projects and includes features like estimating projects, tracking projects actuals and resource planning. There is not too much documentation available for Project Service Automation so I intent to blog about any nuggets I discover as I start to use it. In this first … [Read more...] about Project Service Automation Price Lists
