Administrator guide (Project Service)

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

This guide takes you through the process of installing and configuing :

• Install and customize
• Experiment with demo data
• Configure Project Service Automation
• Set up time units
• Set up currencies and exchange rates
• Create organizational units
• Set up invoice frequencies
• Configure transaction categories
• Configure expense categories
• Create product catalog items
• Create a price list
• Set up resources
• White papers

See Also

Overview of Project Service Automation
Account Manager Guide Project Manager Guide
Resource Manager Guide
Time, Expense, and Collaboration Guide