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Subcontracting in Project Operations Lite Part I

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Dynamics 365 Project Operations

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May 10, 2022

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  • The final pieces of subcontracting in Dynamics 365 Project Operations Lite were released in April 2022.
  • Subcontracting is easy to understand and follows a familiar pattern for ProjOps users.
  • The blog post serves as a guide to getting subcontracting up and running and suggests referring to the documentation for more detailed information.
  • The general setup involves creating a new vendor and vendor contacts, setting up roles and work hours for contract workers, and creating a purchase price list.
  • A vendor price list must be created without a resourcing unit for pricing dimensions.
  • A purchase price list can be automatically assigned to a new subcontract by adding it as an Account Project Price List on a vendor account.
  • Subcontracts can be created with subcontract lines that are quantity-based and have transaction classes for time, expense, and material.
  • Subcontract lines can have a billing method of either time and material or fixed price, and usage status columns track billed quantity, booked capacity, and approved time entries.
  • Subcontract line resources can be used to identify named resources provided by a vendor, and effort from subcontract line resources does not roll up to the subcontract line.

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