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Microsoft Dynamics 365 Project Operations

You're reading from   Microsoft Dynamics 365 Project Operations Deliver profitable projects with effective project planning and productive operational workflows

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Product type Paperback
Published in May 2021
Publisher Packt
ISBN-13 9781801072076
Length 298 pages
Edition 1st Edition
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Author (1):
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Robert Houdeshell Robert Houdeshell
Author Profile Icon Robert Houdeshell
Robert Houdeshell
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Table of Contents (17) Chapters Close

Preface 1. Section 1: Foundation and Framework of Project Operations
2. Chapter 1: Introducing Project Operations FREE CHAPTER 3. Chapter 2: Using the Microsoft Dynamics 365 Framework for Success 4. Chapter 3: The How-Tos of Setting Up Project Operations 5. Section 2: Project Sales through Delivery
6. Chapter 4: The Account Manager – Project Selling 7. Chapter 5: Project Contracts and Pricing 8. Chapter 6: Practice Manager Functions – We Won the Contract! What Now? 9. Chapter 7: Resource Manager – Staffing for Success! 10. Section 3: Project Delivery through Operations
11. Chapter 8: Managing the Project to Success! 12. Chapter 9: Team Member Activities 13. Chapter 10: Approvals and Exceptions 14. Chapter 11: Project Accounting and Operations 15. Assessments 16. Other Books You May Enjoy

Changing orders to costs and selling price

Making changes to the costing of a project is a process of changing out the resources you have currently staffed with offshore resources from a different organizational unit. The following screenshot (of the Estimates screen) shows the costing associated with the project as we have it outlined currently:

Figure 8.8 – Estimates

When adding a team member from a different resourcing unit, remember that you need to set up a cost price list to the role and the organizational unit. Without this, your costs will be missing from the estimates and this will affect your billings.

The following screenshot shows how we can add a new team member to a project. This is performed by opening the Team tab and selecting + New Team Member:

Figure 8.9 – Adding an offshore team member

As a project manager, you may also need to validate that billing is set up properly in a project. To view this information...

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