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Dynamics 365 Project Operations

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Jun 20, 2024

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  • The article discusses Project Controlling and the importance of matching Actuals and Budgets in Project Operations.
  • It emphasizes the significance of submitting and approving time and expense entries regularly to ensure up-to-date values.
  • Approved time and expense entries are processed as Actuals, which can be categorized into costs and sales Actuals.
  • Actual Hours and Costs can be viewed on the Project level summary tab, along with their estimated values.
  • The article recommends using dashboards, charts, or custom KPIs to display data attractively for project managers.
  • Project managers can track Effort in Hours and Cost values on the project task level using the Tracking grid.
  • It is possible to switch between Cost and Bill Rates in the Cost section to review revenue for projects or tasks.
  • Project managers can adjust remaining hours on tasks to make more effective decisions during project delivery.

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