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Microsoft Dynamics CRM (Archived)

Project Service Automation- Actuals calculation

Posted on by Microsoft Employee

Can we do rollup on actual data created in hours to days? For an example Resource A have submitted 8 hours timesheet and got approved by manager then while doing the invoicing can I show chargeable transactions in Day Unit?  

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Project Service Automation- Actuals calculation

    Thanks Antti. as you mention, I have to go ahead with the sum up report.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Project Service Automation- Actuals calculation

    Thanks for your reply Ridhima, Question here is bit different...

    While doing invoicing for this resources can we calculate billing in days? currently in Invoice it is only show hours.

    Do I need to do customization to achieve this or any OOB functionality?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Project Service Automation- Actuals calculation

    Hi Sai,

    You can use work hours template to set this functionality :

    1. Create work hours template , set the template resource value

    2. Go to the resource set work hours for resource

    3. Check the values of work hours duration of days in business closures.

    You can refer the following link :

    community.dynamics.com/.../project-service-automation-work-hours-templates

    Hope this helps :)

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