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Configure additional parameter settings (Project Service)

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Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

Once you’ve configured the items in previous articles, you need to set additional project parameters to use for your projects. When you first installed Project Service, you created a parameters setting to first create all the records required for Project Service to work. Now it’s time to go back and configure additional fields for these settings.

You’ll need to have configured the following settings:

  • Organizational unit

  • Invoice frequency

  • Work hours template

  • Price list

In this step, you’ll also indicate what type of resource allocation you want:

  • Central. Only resource managers can allocate resources to projects.

  • Hybrid. Resource managers, project managers, and account managers can allocate resources to projects.

To set project parameters:

  1. Go to Project Service > Parameters.

  2. Click the parameters setting you want to configure (the one you created when you first installed Project Service), or click New to create a new one.

  3. In the General area, set all the options for your project parameters.

  4. In the Price List area, click + to add a price list, select a price list in the Project Parameter Price List drop-down list, and then click Save.

  5. Click the Save button in the bottom right corner of the screen.

Note

The project parameter record must be maintained for Project Service to function correcly. This record should not be deleted.

See Also

Set up resources