Tested on:
Dynamics 365 version 9.0
Project Service Automation solution version 2.1.0.30
Project Contract is an important part of a sales cycle in Dynamics 365 Project Service Automation as it defines the work that is done on a project. There is quite a bit of functionality around Project Contract so I have made a video covering its different attributes:
- Converting a Quote to Project Contract
- Creating a new Project Contract unrelated to a Quote
- Project Contract form and its sections
- Contract Lines and Contract Line Details
- Billing Methods: Time and Material, Fixed Price
- Including Time, Expense and Fee on Contract Lines
- Import from Project Estimation
- Invoice Schedule and Periodic Milestones
- Confirming a Project Contract
- Contract Actuals
I hope this video helps you take more out of PSA and clarifies how Project Contract functions.
Disclaimer:
All my blog posts reflect my personal opinions and findings unless otherwise stated.
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