Microsoft Dynamics 365 PSA tip: Deactivating a project rather than marking it complete

January 4 2019

Throughout the day, I often check on projects that I manage. Usually, there are a number of active projects and as they grow in number I become more concerned about how to manage them.

One thought was to create a field that could support priority look-up and create views based on the value inputted. However, I tend to be of the opinion that it's better to avoid customizations and use as many out of the box capabilities as possible.

Active projects

Some projects stall for months while decisions are made on the client-side, while others are Managed Service Agreement projects or Time and Materials, but often with minimal work for our team. For these types of projects, the deactivate option in Dynamics 365 Project Service Automation (PSA) is particularly helpful.

By deactivating these projects, they disappear from view, but can be reactivated as needed.

By contrast, marking as complete, there is no option to bring the project back to life (its Active Stage) and we tend to lose all the contract information, billing rates for team and the important required information from the project.

To deactivate a project, begin by opening the project as show below.

 Click on the deactivate button as highlighted in the first image. A pop-up comes up as shown below asking to confirm deactivation:

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/

More about Kuldeep Gupta