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
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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
