Getting the price right: Posting time entries for approval in Microsoft Dynamics 365 Project Service Automation

April 9 2019

Microsoft Dynamics 365 Project Service Automation demands a nearly perfect configuration to get the results you want. For a long time, my accounting team has complained that when actuals are created for a PSA project, they pop up with zero value. In a bid to resolve the issue, I checked a few things:

  1. Does the project having a currency tagged to it?
  2. Is there a project price list?
  3. Is there a resourcing unit to tag the resource to?
  4. Within the approval tab, is there a changeable role submitted for the resource?

To my surprise, everything seemed correct. Out of curiosity I dug in one more step and that's where I found the issue.

Resolving the issue

Step 1: I navigated to D365 PSA-->resources. Search for the resource assigned for that project.

d365_psa_resources

Step 2: Open the resource by clicking on it and then navigate to the scheduling tab.

open_the_resource_scheduling_tab

Step 3: Make a note of the organizational unit mentioned for the resource. In this case it was CloudFronts Mumbai (USD).

About Kuldeep Gupta

Kuldeep Gupta is a Project Delivery Head at CloudFronts Technologies and manages our PMO department. As Project Delivery Head, Kuldeep is responsible for delivering complex Projects and working with global teams. His deep technical expertise along with working knowledge of various project methodologies, allows Kuldeep to address project challenges creatively.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (CRM, Operations and Financials) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and roadmap, requirements assessments, project implementation, training, migration to post go live managed services and support. 

CloudFronts’ commenced its operations in the year 2012 to empower organizations around the world, do more with technology. Check out our customer success story here-https://www.cloudfronts.com/customer-success/

Stay updated on our LinkedIn page: https://www.linkedin.com/company/cloudfronts/

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