Feature changes from Project Service Automation to Project Operations
Article
The upgrade from Dynamics 365 Project Service Automation to Dynamics 365 Project Operations Lite will be delivered in three phases. This article provides information about the major changes that you can expect to see when the upgrade is complete.
Upgrade delivery
Phase 1 (January 2022)
Phase 2 (November 2022)
Phase 3
No dependency on the work breakdown structure (WBS) for projects.
✔️
✔️
✔️
The WBS is included in the currently supported limits of Project Operations.
✔️
✔️
The WBS outside of the currently supported limits of Project Operations, including support for the Project desktop client.
✔️
Project management
The most significant changes in the user experience will be in the area of project planning. Project Operations adopts a new modern experience for managing a work breakdown structure (WBS) by leveraging the scheduling capabilities provided by Project for the Web.
Differences in the scheduling experience
The following table summarizes the scheduling differences between Project Service Automation and Project Operations.
Scheduling
Project Operations
PSA
Project templates - Ability to define and apply project templates when a project is created
✔️
Project work breakdown structure (WBS) integration with desktop client
✔️
Constraints - Start no earlier than, finish no later than
✔️
Milestones - Tasks with zero duration
✔️
Resource driven tasks will respect the availability of assigned resources
✔️
Time-phased editing - Edit plans and work on a day-by-day basis
✔️
✔️
Automatic/manual scheduling - Use the Project scheduling engine to automatically or manually schedule tasks
✔️
Edit large projects directly in the user interface: There is no limit to the size of plans that are editable
500 task limit
✔️
Percent complete - Mark task progress
✔️
Project Schedule Modes - Define the project as fixed units, fixed effort, or fixed duration
✔️
Timeline - Build and customize the timeline view to visualize schedule details and communicate with stakeholders.
✔️
Effort-driven tasks - Scheduling engine support for scheduling a task as effort driven
✔️
Task information dialog box - Save task details using a dialog box
✔️
Drag and drop - Multi-select tasks and modify their position on the WBS
✔️
Flexible persistent views - Define more granular views of task attributes
✔️
Sort and filter the WBS
✔️
Boards view for non-waterfall project delivery
✔️
Timeline view - Interactive Gantt chart used to visualize and edit the WBS
✔️
Keyboard Shortcuts - Use keyboard shortcuts for common operations, such as indent or insert
✔️
Multi-level undo - Perform what-if analysis to fully understand the impact of changes by reversing and reapplying an entire set of operations
✔️
Cut/Copy/Paste - Collaborate on schedule development by copying and pasting schedule details between applications
✔️
Task checklists - Add up to 20 checklist items to a task
✔️
Task Sequence identification representation
Rendered in the UI based on msdyn_outlinelevel and msdyn_displaysequence
msdyn_wbsid
Project planning
The Project page in Project Operations has a significant number of differences compared to the Project page in Project Service Automation.
The following actions have been removed from the Projects page as part of the Phase 1 upgrade:
Open in MS Project
Create Template
Unlink from MS Project
The Project page in Project Operations includes the following new tabs.
Material Estimates
Task Billing Setup
The Status tab has been removed and the Status field is now on the Summary tab with the project’s scheduling mode.
The Schedule tab has been renamed to the Task tab and features the new project planning experience with Project for the Web.
Scheduling modes
Project Operations has introduced a new feature, Scheduling modes. All existing Project Service Automation projects will default to Fixed Duration in Project Operations. However, the default for new projects can be managed by going to Settings > Parameters > Parameter > Schedule Mode.
Project planning limits
Project Operations relies on Project for the Web for all project scheduling operations. Project for the Web manages the work breakdown structure using the limits in the following table.
Field
Limit
Maximum total tasks for a project
500
Maximum total duration for a project
3650 days (10 years)
Maximum total resources for a project
300
Maximum total links (successor only) for a project
600
Maximum hierarchy level
10 levels
Maximum links (successor + predecessor)
20
Maximum duration of leaf task
1250 days
Maximum duration of a summary task
3650 days (10 years)
Maximum resources assigned to a task
20 resources
Supported date range for a task
1/1/2000 - 12/31/2149
Checklist items
20
Project planning extensibility and development
After you upgrade to Project Operations, you must use the Project Scheduling APIs to execute create, update, and delete operations on the following entities:
As part of Upgrade Phase 1, there are changes to the data model. These changes are primarily field changes to existing entities. In Phase 1, the entities, msydn_project and msdyn_projectteam are a refactoring of customizations.
Important
This section will updated with additional entities as future upgrade phases are completed.
The following fields have been replaced with new fields.
Entity
Old logical name
New logical name
msdyn_project
msdyn_actualhours
msdyn_effortcompleted
msdyn_project
msdyn_plannedhours
msdyn_effort
msdyn_project
msdyn_remaininghours
msdyn_effortremaining
msdyn_project
msdyn_scheduledend
msdyn_finish
msdyn_project
msdyn_wbsduration
msdyn_duration
msdyn_projectteam
msdyn_assignedhours
msdyn_effort
msdyn_projectteam
msdyn_from
msdyn_start
msdyn_projectteam
msdyn_to
msdyn_finish
msdyn_projecttask
msdyn_ActualEffort
msdyn_effortcompleted
msdyn_projecttask
msdyn_RemainingHours
msdyn_effortremaining
msdyn_projecttask
msdyn_scheduledend
msdyn_finish
msdyn_projecttask
msdyn_scheduledstart
msdyn_start
msdyn_projecttask
msdyn_scheduleddurationminutes
msdyn_duration
msdyn_projecttask
msdyn_wbsid
msdyn_OutlineLevel
msdyn_projecttask
msdyn_wbsid
msdyn_DisplaySequence
msdyn_resourceassignment
msdyn_hours
msdyn_effort
msdyn_resourceassignment
msdyn_todate
msdyn_finish
msdyn_resourceassignment
msdyn_fromdate
msdyn_start
The following fields have been added.
Entity
Logical name
Description
msdyn_project
msdyn_actualfeesales
Shows the aggregate of actual fee sales on the project. For use in Project Service Automation only.
msdyn_project
msdyn_actualmaterialcost
Shows the aggregate of actual material cost on the project. For use in Project Service Automation only.
msdyn_project
msdyn_actualmaterialsales
Shows the aggregate of actual material sales on the project. For use in Project Service Automation only.
msdyn_project
msdyn_businesscase
msdyn_project
msdyn_contractlineproject
The contract line associated with this project.
msdyn_project
msdyn_copyprojectcorrelationid
This is an internal system field that's used for Copy Project related to the Correlation Identifier. For use in Project Service Automation only.
msdyn_project
msdyn_copyprojectsessionid
This is an internal system field, used for Copy Project related to the Session Identifier. For use in Project Service Automation only.
msdyn_project
msdyn_globalrevisiontoken
Last sync xRM Global Revision Token from the Project scheduling service.
msdyn_project
msdyn_msprojectdocument
The Microsoft Project document that belongs to the project.
msdyn_project
msdyn_plannedmaterialcost
The aggregate of planned material cost on the project. For use in Project Service Automation only.
msdyn_project
msdyn_plannedmaterialsales
The aggregate of planned material sales on the project. For use in Project Service Automation only.
msdyn_project
msdyn_program
The program this project is related to.
msdyn_project
msdyn_quotelineproject
The Quote line associated with this project.
msdyn_project
msdyn_replaylogheader
The header for the replay logs.
msdyn_project
msdyn_schedulemode
The default scheduling mode used for all tasks on the project.
msdyn_project
msdyn_taskearlieststart
The earliest start date of any task in the project.
msdyn_project
msdyn_valuestatement
msdyn_projectteam
msdyn_copiedfromprojectteammember
The project team member that this project team member was copied from.
msdyn_projectteam
msdyn_creategenericteammemberwithrequirement
Indicates whether to create the resource requirement for a newly created generic team member.
msdyn_projectteam
msdyn_deletestatus
The delete status of the team member to track if there is a delete request sent to the Project scheduling service and whether it successfully sends a response back within the expected time window.
msdyn_projectteam
msdyn_effortcompleted
Tracks the effort accomplished by the team member on their assignments.
msdyn_projectteam
msdyn_effortremaining
Tracks the effort yet to be completed by the team member on their assignments.
msdyn_projectteam
msdyn_markedfordeletiontimer
The waiting period from when the team member sends a delete request to the Project scheduling service until the team member is actually deleted on Microsoft Dataverse.
msdyn_projectteam
msdyn_markedfordeletiontimestamp
The timestamp to record when the team member delete request is sent to the Project scheduling service.
msdyn_projectteam
msdyn_copiedfromprojectteammember
Shows the project team member that this project team member was copied from.
msdyn_projecttask
msdyn_actualexpensecost
Shows the aggregate of actual expense cost on the task. System Field.
msdyn_projecttask
msdyn_actualexpensesales
Shows the aggregate of actual expense sales on the task.
msdyn_projecttask
msdyn_actualfeesales
Shows the aggregate of actual fee sales on the task.
msdyn_projecttask
msdyn_actualmaterialcost
Shows the aggregate of actual material cost on the task.
msdyn_projecttask
msdyn_actualmaterialsales
Shows the aggregate of actual material sales on the task.
msdyn_projecttask
msdyn_descriptionplaintext
Project task notes in plain text.
msdyn_projecttask
msdyn_displaysequence
Value that can be used to sort the task by its ID.
msdyn_projecttask
msdyn_iscritical
Indicates whether this task is in the critical path.
msdyn_projecttask
msdyn_ismanual
Indicates whether a task is manually scheduled or automatically scheduled.
msdyn_projecttask
msdyn_LinkStatus
Task Billing Setup link.
msdyn_projecttask
msdyn_outlinelevel
Indicates the place of a task in the project outline hierarchy.
msdyn_projecttask
msdyn_plannedexpensecost
Shows the aggregate of the estimated expense cost on the task.
msdyn_projecttask
msdyn_plannedexpensesales
Shows the aggregate of planned expense sales on the task.
msdyn_projecttask
msdyn_plannedmaterialcost
Shows the aggregate of estimated material cost on the task.
msdyn_projecttask
msdyn_plannedmaterialsales
Shows the aggregate of planned material sales on the task.
msdyn_projecttask
msdyn_projectbucket
The task board can be grouped by bucket so each bucket has its own column.
msdyn_projecttask
msdyn_summary
Summary Task.
msdyn_projecttask
msdyn_totalactualcost
Shows the aggregated cost from all project actuals for the task.
msdyn_projecttask
msdyn_totalactualsales
Shows aggregated sales values from all project actuals for the task.
msdyn_projecttask
msdyn_totalplannedcost
Shows the aggregate of estimated cost values on the task.
msdyn_projecttask
msdyn_totalplannedsales
Shows aggregate of estimated sales values on the task.
msydn_resourceassignment
msdyn_billingtype
Billing Type for the Resource Assignment.
msydn_resourceassignment
msdyn_effortcompleted
Effort Completed (Hours).
msydn_resourceassignment
msdyn_effortremaining
Effort Remaining (Hours).
msydn_resourceassignment
msdyn_salescontractlineid
Unique identifier for Project Contract Line associated with the Resource Assignment.
Project templates
Project Operations doesn't provide support for project templates. However, you can replicate much of the core functionality with the use of the Project Copy API.
Desktop add-in support
Support for the Microsoft Project Desktop add-in will not be available in the first 2 phases of the upgrade. In Phase 3, customers who have projects larger than the currently supported limits of Project for the Web will be able to use the desktop add-in.
Editing resource assignment contours
The ability to edit resource assignment contours will be available when Phase 2 of upgrade is available.
Billing and pricing
The following new features have been added in Project Operations. These features are additive in nature and don't impact the Project Service Automation data model.
