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Dynamics 365 Project Operations

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Jun 20, 2024

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  • The importance of accurate estimates in sales and costs for project success is highlighted.
  • Project Operations have three types of estimates: Times, Expenses, and Materials.
  • Estimates are organized on the project level and can be created individually within the project.
  • Expense Estimates are linked to Expense Categories, while Material Estimates are linked to Products or Write-In Products.
  • Time-based Estimates are automatically generated when resources are added to project tasks.
  • Cost and Sales Estimates can be displayed based on different units and timeframes.
  • Cost and Sales Prices are determined based on Role Prices from Price Lists.
  • Sales Price Lists are linked at the Quote or Project Contract level for custom pricing.

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