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Create a project (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

Create a project using the Project Service capabilities in Dynamics 365 for Customer Engagement when you want to create an opportunity, quote, or contract for project-based services. The Project Service capabilities help you manage your project from opportunity through completion. When you create a project, you’ll also create a work breakdown structure, which affects your quotes, cost estimates, and resource management.

  1. Go to Project Service > Projects.

  2. Click New Project.

  3. In the Summary area, enter a name for your project, and then fill in as many of the details as you can. Items marked with a red asterisk (*) are required.

  4. Click Save to create your project so you can continue editing it.

Next, you’ll create a work breakdown structure for your project to define the tasks, timing, and resource roles needed for the project.

Note

When scheduling, Project Service Automation respects the time zone of the applied Work Hour template. However, when viewing the schedule tasks, the start and end dates of a task will be displayed in the user's time zone. This applies to other time-phased views in the Project form. If the user's time zone does not match the time zone of the work hour template applied to the project, a warning which explains the difference will occur.

See Also

Project Manager Guide