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Finance | Project Operations, Human Resources, ...

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PMA vs Project Operations Feature in F&O

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Posted on by Priyesh

7,396 User Group Leader

Hi,

I have a solutioning question with respect to PSA to PO upgrade changes in the Finance & Operations side.

Scenario: A client is using PMA [Project Management Accounting] where Projects are residing in Finance and Operations system.

Coming up is an upgrade from PSA (from CE side) to Project Operations - this will enable Project Operations in Finance and Operations as well.

Question is: What happens to the Projects in PMA in F&O if the Project Operations is enabled in F&O? How does this scenario play out?

Kindly advise. Thanks in advance!

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Kevin Xia Microsoft Employee on at

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Hi,

You can refer to this official document: Upgrade from Project Service Automation to Project Operations | Microsoft Learn. It describes how to Upgrade from Project Service Automation to Project Operations.

In addition, you can also refer to this old thread: PSA to Project Operations upgrade thread (dynamics.com), which describes the experience of other users to upgrade

Best regards,

Kevin

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