web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / User roles, and its re...
Finance | Project Operations, Human Resources, ...
Answered

User roles, and its related duties in PO

(0) ShareShare
ReportReport
Posted on by Arnab Das

Hi Experts,

I wish you a very happier, healthier and more prosperous new year 2021!

We are a early adopter of D365 Project Operation (PO). It is our responsibility, into a project, to create and maintain security roles, permissions and duties for PO environment. If anybody can help me with some help document (any type of document please. Microsoft material, personal blog etc.)  will be a great help. Thanking you all in advance.

Best regards,

Arnab 

I have the same question (0)
  • Verified answer
    Matthew Lazowski Profile Picture
    Matthew Lazowski 3,163 on at

    Hello Arnab,

    Here is a short summary: Account Manager works with opps, quotes and contracts. Project Manager works with projects and approves time entries and expenses. Project Resource submits time entries and expenses, Resource Manager books resources, Project Approver could be used for people who only approve time entries and expenses, Project Billing Administrator marks actuals as ready to invoice and creates invoices, Practice Manager is responsible for the whole running of the business.

    Antti Pajunen wrote an article on roles in PSA in 2017 and they have not changed massively since: community.dynamics.com/.../dynamics-365-project-service-automation-comparison-of-security-roles.

    I hope it helps.

    Kind regards,

    Matthew

  • Arnab Das Profile Picture
    Arnab Das on at

    Hi Matthew, Thank you so much. I must say your answers are very straight forward and to the point, well, helped me indeed.

    I was exploring whether we can do any short of modification on the roles and responsibility side alike D365FO. If possible it will be great help. If not we need to figure out some work around.

    Example: One PM is responsible for Resource allocation in Denmark and other related responsibility as you have mentioned above. The same person is a LSA in Sweden, here he should not able to approve time-sheet. In this country he is billable to customer, he will have his price. Not sure how to mitigate the same. In D365PO we do not have provision to select multiple role of a Resource for different entity.

    Thanks again.

    Best regards,

    Arnab

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 559 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 464 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 250 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans