Dashboards

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 version 3.x

Dynamics 365 Project Service Automation includes two system dashboards: Practice Manager and Resource Manager.

Practice Manager

The Practice Manager dashboard gives practice managers a graphical dashboard experience for tracking costs, sales, and gross margin and utilization. It also lets practice managers slice the information by various dimensions, such as customer, project, or resource role. For more information about how to create and customize dashboards, see Create or edit dashboards.

Resource Manager

The Resource Manager dashboard gives resource managers a graphical dashboard experience for monitoring resource requests, and resource demand and utilization. It also lets resource managers slice the monitored information by various dimensions.