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?
