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Automatic Update Policy for Project Service
The Project Service (PS) solution will enable system-driven, automatic updates, in alignment with other Microsoft announcements that have highlighted the improved update process for Dynamics 365.
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So, we would like to be able to track time/data for employees that are not working on specific project such as pre-sales phone support or administrative support etc.. However, when entering time entries for something that does not have a project associated with the project manager cannot approve it. We were wondering if there was a way around this fact or is the best thing to is create projects for the individual tasks so that we can book actuals against it and the time entries can be approved.
This is what we exactly do in our organisation too.
Below is what we do and you too can follow the same:
1. Create a Role in system named "Non-Billable" and make it Non-Chargeable.
2. Create an Internal Project with all the tasks assosiated oto your day to day admin activities and for each of those tasks assign this Non-Billable role.
3. Assign your admin team on these tasks (Optional).
4. Ask them to make time entry on there specific tasks.
5. Ask them to submit it post done.
When the invoice is generated these time entries go in non-chargeable mode and is not charged to the client.
Hope this helps. If you feel this is the correct answer please mark it verified so as to help the community.
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