Set up cost and sales prices for time, expense, and materials in Dynamics 365 Project Operations

Module
10 Units

Intermediate

Functional Consultant

Business User

Dynamics 365

Project Operations

Finance

Learn how to set up cost and sales prices for time, expense, and materials. This step is important in managing a project because you need to make sure that the correct cost of time, expense, and materials is being charged correctly.

Learning objectives

In this module, you will:

Learn how to set up price lists.
Learn how to set up labor bill rates.
Learn how to set up labor cost rates.
Learn how to set up cost and sales rates for materials.

Prerequisites

Basic understanding of Dynamics 365 Project Operations
Basic understanding of finance and operations apps
Basic knowledge of price lists

Introduction min
Set up price lists min
Set up labor bill rates min
Set up labor cost rates min
Set up cost and sales rates for expenses min
Set up cost and sales rates for materials min
Project budget management and time-phased forecasting min
Exercise - Set up cost and sales rates min
Check your knowledge min
Summary min