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We are a project-based (construction) company with Dynamics 365 CRM for our sales side. We are in the process of implementing PSA for our operations (building the project) side. Our projects have buckets of Labor, Expenses, Taxes, Fees, Materials, etc. Each of those is broken down into cost codes which flow to our financial system. We want to track how we are spending against those buckets and have the ability to adjust and forecast the budgets. They are all fixed-cost. We tell the customer a price for the whole project, and absent a change order, that price does not change, regardless of cost savings or overruns. I've been through the PSA documentation and see that it does not do budgeting/estimates of material costs, just labor and expenses. Most of our budget is materials so with out it the tracking tab (estimate to complete, variance, etc) is useless. I also read that customizations to PSA are not recommended, but I have a team of very capable developers. Ideally we could make the whole budget (material included) fit into the existing views, or we could create our own views. The issue with creating our own views is that we lose the custom controls that exist on the views on the project form. We went down the road of re-creating those from scratch but that seems like a futile task.
Has anyone had success using PSA for projects like this? High-level, what did that look like in PSA?
There are some proprietary solutions in the market developed leveraging D365 F&O specific to construction management.
Project Quote --> Project --> WBS --> Change Order (additional project quotes)--> changes in project budgets--> Expense --> Time entries --> progress --> invoice --> progress
material wise costing
Posting these to multiple cost codes and billing codes
Currently PSA can do only so much, may not be straight fit.
But customisation in PSA is tough way to proceed.
Redeveloping all the views is like defeating the purpose of using PSA
Currently working with customer having similar industry/requirements utilising PSA. The budgeting & estimate buckets (cost codes) can be achieved through Transaction Categories against the Quote Line Details. We've extended to manage fixed price progress claim billing with Variations for both internal and Subcontractors. With good design it's achievable, get in touch if you have specific questions. itiniuum
Checking if you had any luck with implementing your construction estimates into PSA. We're an acoustical ceiling contractor attempting to move to Dynamics.
We were recently informed to start as an opportunity within Dynamics Sales moving to an estimate within Sales that would have all the material and labor cost codes. if the opportunity/estimate was awarded a PO from sales would be created and moved into BC and PSA with the help of power automate.
we were diehard on only using PSA and BC until we were informed adding sales to our already license of PSA the add on of Sales is only $20.00 per user.
I was just informed yestertday of starting Sales, if anyone feels i was misguided or has any other suggestions please share.
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