This post is part of a series I’m creating connected with Project Service Automation (PSA) for Microsoft Dynamics 365. This time I will consider the work breakdown structure. (Or Gantt if you prefer.)

The work breakdown structure enables the project manager to create estimates for work and financial costs on a project at a task level. And then to track progress on the project against these tasks. This is achieved with a graphical view of the data commonly known as the Gantt chart. I have given an example of a work breakdown structure below. Anyone familiar with Microsoft Project will probably quite quick appreciate how the Gantt will operate.

It is true that the features available in PSA are probably less than those in Microsoft Project, having said that most of the key capabilities that Project Managers will routinely use are available. And as I have described in another post you can always export the chart into Microsoft Project and edit there if required. You can view that post here.

As you can see the project is made up of a number of tasks, many of which sub-tasks are grouped below their parent. Meaning there are effectively three basic types of task line.

In the toolbar was can use the ADD TASK option to create new tasks. The INDENT and OUTDENT options can be used to govern the tasks position in the hierarchy and therefore if it is a leaf node or a summary task. As a test I’ve added several tasks below, notice the WBS ID. It reflects not only the sequence of the tasks but also their position in the work breakdown structure hierarchy. So, a child task of task 2.5 will be 2.5.1. And a child task of 2.5.1 would be 2.5.1.1 etc.

Move Up / Down

We can use the move up and move down buttons to adjust the position of tasks with the project plan. Notice that if you do this the WBS ID will automatically be changed to reflect its new position in the task hierarchy.

Automatic scheduling v manual schedule

By default, tasks will be classed as automatically scheduled. This means that as I enter the effort the end date will be calculated automatically. (Based on the working hours defined in the project’s calendar template.) However clicking the icon shown below will allow me to change the task to be manually scheduled. Then you will need to enter the start / end dates manually.

Automatic scheduling will front load the effort. To demonstrate this I created two tasks, one that was automatically scheduled and one that is manual. They both started on a Monday and were for 30 hours’ effort in a 40 hour week. With the automatic task the system gave me an end date of Thursday. With the amount of effort on Thursday being less hours. (As it was front loaded.) With the manual task I entered an end date of Friday. This will spread the effort evenly, meaning we’d plan 6 hours per day Monday to Friday.

The best way to see the impact of this front loading is to look at the Project estimate view and display the effort by day. (As I have shown below.)

Predecessors

Another feature of the work breakdown structure is the ability to define one (or more) predecessors. You can see below that I have entered the WBS ID for the predecessor on a task. Once you have done this you may need to click the REFRESH button to see the impact. After I’d refreshed the Gantt view you can see that the two tasks are now linked. The logic for predecessors is always to make the tasks start date immediately after the previous tasks end date. (Microsoft Project includes concepts of lag times and linking tasks based on start date rather than end date, if you need those types of options you may find manual scheduling will be required.)

Another way to set the predecessors is to select a task and drag the end of one task to the start of another.

Resourcing

I have already described in previous posts how we can assign roles to specific tasks. And then use the “GENERATE PROJECT TEAM” button to create a set of generic resources. We can then take the generic resource details and book actual resources as required.

Project Estimates View

As mentioned already, we have an alternate view of project information called the Project estimates view. You will find this in the navigation on the project.

The project estimates view is really useful to see the spread of “activity” on the project in terms of sales price, cost price or effort. Typically you will be using this view to see effort by resource role. And (if required) you can optionally use the CHOOSE COLUMNS button to additionally include the resource name.

As mentioned in my introduction, the work breakdown structure doesn’t offer as many features as Microsoft Project. But I hope you can see that the key features are available. I personally think having less features isn’t a problem, as generally speaking I like to keep my plans simple and PSA offers me all of the main features I need. J

How can I enable PHONETIC SEARCH in Dynamics CRM 2015 on-premise? By phonetic search I mean that the search results will contain also similarly sounding words e.g. Meier, Mayer...

I've seen some old posts about this topic but I am wandering what is the current solution that is easiest to implement.

Thank you.

This post is part of a series I’m creating connected with Project Service Automation (PSA) for Microsoft Dynamics 365. This time I will consider the project tracking view.

As the project is being delivered you can use the project tracking view to review time recorded on the project and remaining effort. You access the project tracking view from the navigation on your project.

Effort Tracking

As you can see below the project tracking view shows effort and progress on each task. Along with details of schedule variance. Also in the header we can see the latest deliver date, current estimated cost, percentage of costs consumed percentage of the project completed.

On the effort tracking sheet, we can edit the remaining hours as required. Notice below that I have a 30-hour discovery task and 8 hours has been recorded against it. But I have changed the remaining hours to be 25, to signify either that progress has been slow or maybe the task is larger than we firs thought.

Effort Hours– this column reflects the original estimate.

Remaining Hours– reflects the time left on the task. The remaining hours will be automatically reduced as actual hours are booked against the task. Meaning it will default to the difference between the estimated hours and actual hours. But you will also find that it will be quite common to adjust this figure during project delivery.

Progress %– This is calculated as (actual hours / EAC) *100. The percentage reflects the progression on the task.

Actual Hours– As time is approved from time sheets that actual hours field will increase.

Effort Estimate at Complete (EAC)– The EAC is a estimate on how many hours will have been booked by the time the task completes. It is a sum of the remaining hours plus actual hours. In my example above the task started off as 30 hours but we now expect it to take 33 hours in total.

Schedule Variance– This column reflects the number of hours variance from the original estimated effort and the revised EAC. A negative value signifies an overrun. Whilst a positive value will show that you are ahead of schedule.

Tip:
You can edit the remaining hours directly on the tracking view.

Cost Tracking

Additionally, we can use the taskbar button to swap to a cost tracking view. This then allows us to compare planned and actual costs. And observe any cost variations. With the “cost estimate to complete (EAC)” field giving us a revised cost estimate for the task.

Also, notice that we can change the cost tracking view to use bill rate rather than cost. And then in turn see the billable revenue %, estimated revenue at completion etc.

Total View

The rolled-up impact of revisions made in cost tracking can be observed on the main project page. You can see this on the status tab for the project. See below that system calculated fields are telling me that we are behind schedule and over budget! The project manager and optionally set the project status and enter a comment.

Also, notice that I have two charts, one showing the % progress and the other the % cost consumption. On my project I have consumed 10% of the costs but only made 6% progress, meaning I am behind schedule!

I hope you can see that the tracking view will be a very important one for the project manager to work with during project delivery. Updating the remaining effort on tasks and observing the impact on costs and bill rates to the customer will be key project management activities.
J

Whenever I try to open any of my bookings which have been scheduled, the app gets closed unexpectedly. Expected behavior would have been me being able to view the details about the current booking. I have tested apps on both the platforms including IOS and Android. Apps are an important part of field service as they are needed by field technicians to view various bookings they have been scheduled to. 

Any help. suggestions would be highly appreciated.

Hi there,

I have issues with the "click-to-dial" functionality of CRM 2015.

I use USD for CRM and what I try to do is catching the "URL-call" from CRM when I click on a phonenumber of a contact or similar. I know how to configure the "click-to-dial" functionality in CRM (open with skype or lync), but that's not the goal.

If I would be able to catch this URL-call or what it is in particular, I want to send an action to my hosted control, (e.g. my CTIConnector) to make the phonecall with my tapi classes (there is no need for skype and lync there).

The problem for me is that I can't find any source or information how to do this and I'm quite new to CRM as well as USD so my backround knowledge is quite small.

Anybody got an idea how to achieve this?

I appreciate any help,

Best Regards,

Eric

Hi,

I am trying to set my companies landing-page Dashboard to be displayed within a session. I want it to be attached to a session and not be a global tab purely from a UI perspective. Is this possible, or must sessions be associated with a control related to an entity, such as incident, account, etc.

Thanks,

Lucas 

Hi,

I studied about work order and purchase order. what is the relationship between these two? If i change any one, did that change affect other one? How work order and purchase order linked?

This post is part of a series I’m creating connected with Project Service Automation (PSA) for Microsoft Dynamics 365. This time I will consider the project service data model.

As we consider enhancing Project Service or creating our own reports understanding the data model extensions that PSA provides may become important.

In some cases, new entities are included in the Dynamics 365 schema but often we also see additional attributes on existing system entities. You will be able to identify these additional attributes as their name will always have the prefix msdyn_

Note: It is worth being aware that Project Service and Field Service share many entities, therefore some of the msdyn_ attributes may relate to Field Service. As this post has a focus on Project Service I will try to focus on the key entities / attributes you may need to be aware of for PSA.

I won’t be documenting every field / entity in this post! But I hope to give enough of a flavor for the PSA data model to be able to navigate the detail yourself.

Opportunities

As is standard with opportunities each opportunity has multiple opportunity lines. Project Service adds some additional attributes to these entities.

The additional attributes on opportunity and opportunity lines include ….

Quotes

As we associated quotes with opportunities not only do we get quote and quote line detail enhancements but also a number of new entities specific to Project Service come into play.

The quote line contains a link to the project entity and a number of additional entities are also associated that support the detailed estimation capabilities of project service.

Quote line detail – the “supporting” detail for the quote line. Including fields like transaction class, resourcing unit, role, start date, end date and so on. The total sales price will be rolled up into the quote line to give the quoted amount.

Quote line analytics breakdown– holds additional line detail for reporting purposes. Calculated information such as gross margin is held in the analytics table.)

Quote line invoice schedule– holds the intended invoice schedule for customer billing and will get carried forward to the project contract when the quote is won. This is generated off the billing frequency from the quote line.

Quote line milestone– milestones show the timing of fixed price billing items.

Quote line resource– holds the values for quote line to say if this resource / transaction category is included or excluded in the quote.

Project Contract

The concept behind the project contract in Project service is actually quite similar to quotation. The contract is actually the order entity and the contract line is the order line entity. But both of these will have additional fields specific to Project Service. The additional project contract entities are all named “project contract line …”.

Project

Project is a new entity specific to PSA and is the container for all of your project tasks and resourcing detail. Each project has a project team and also a number of tasks. (Both of these entities will be related to the concept of a bookable resource.) The estimate and estimates line entities contain the cost and sales estimates.

Bookable Resource

Each bookable resource then has multiple bookings. In Field Service the “Bookable Resource Booking” would relate to a work order and in PSA it will relate to a project task. (As we saw the in previous diagram.)

Bookable resources are shared between Field Service and Project Service. Each bookable resource can have a number of characteristics (skills) and each of the skills has a proficiency rating.

A bookable resource can be a user, contact, account (etc). Although in Project Service only resources that are users can currently record details on timesheets and submit expenses. So generally speaking, when I talk about a bookable resource we are ultimately considering a system user.

Categories are roles. So, each bookable resource can have many roles via the “Bookable Resource Category Assn” entity. (Although one is marked as their default role.) For example, my “main” role is Functional Consultant. But when required I can also play the role of Business Analyst, Project Manager or reluctantly Tester. It will therefore be common for one resource to have multiple roles but you can only one role per project. (I have many hats that I often swap but I never wear two at once!)

Actuals

The actuals entity will store details of actual business transactions on your project. Including information on sales values, costs and quantities. When you create financial reports or maybe source data for integration with other systems, the actual entity and its associated entities will be a common source for this data.

Transaction Origin, this holds the origin of the actual transaction entity and its associated entity. Including the transaction type.

Transaction Connections shows how the connections relate. For example, an unbilled say to a estimate line.

The actual entity also has relationships with the other entities in CRM such as the project, project contact, customer and bookable resource.

Actuals get created when there is a financial impact on your project. Meaning draft or submitted expenses would not show. Actuals would be created once the expense (or time) entries are approved.

Hopefully this post has given you a flavour for some of the main entities in PSA, I hope it helps get you started in producing your own custom reports etc.
J

We are considering using Unified Service Desk mostly for Call Scripting and some integration with other web-based products.   I don't see a lot of chatter about it and I wonder if anyone else is using it and/or if it is problematic when it comes to performance and reliability.

We mostly use Chrome for Dynamics CRM Online since performance on IE, Edge and Firefox has been spotty over the last 6 months.   Anyone using USD?  Is it the same as using IE?  We also use mostly custom entities and have a lot of related entities and I'm worried about the performance if we switch over.

Also, why does it seem like nobody is using this product? (based on posts and lack of user created content online)

Thanks,

Dan

Hi all

We have a new phone system using VoIP with the handset Yealink T23G. We would like to integrate this with our Microsoft Dynamics CRM so that users would be able to at least:

- Record call activity 

- Create new leads/opportunities from calls

- Add call activity to an existing opportunity/lead

- Click-to-call

So far we have looked on forums and have tested Tenfold, Camrivox's Flexor and will be testing Dynamics Telephony but just wanted to know if you have tried any other vendors and what your thoughts are on them? Ideally we would like to use a vendor that is easy to integrate (like a web-browser plugin) or if any of you have created custom APIs to link phones to CRM, feel free to let us know as well!

Thanks all 

This post is part of a series I’m creating connected with Project Service Automation (PSA) for Microsoft Dynamics 365. This time I will consider the PSA dashboards.

In my last post, I gave some insights into the PSA data model and therefore hopefully gave you some pointers on how to create custom views / reports. You can view that post here.

This time let’s consider the “out of the box” reporting options. By this I mean the pre-built dashboards in Dynamics 365. The dashboards arew focused on two roles “practice manager” and “resource manager”.

Practice Manager

A practice manager is someone who has overall responsibility for multiple projects. Therefore their focus will be the overall profitability of the practice. The practice manager dashboard includes visualizations of;

• Costs
• Gross margin
• Sales
• Total hours
• Utilization by role

On all of the visualizations show you can easily change the timeframe to show current month, current month vs. prior months or last month.

It is also possible to drill into any of the visualizations, this can be done using any field but the most common options are easily accessible. Including project, customer, role, bookable resource, transaction category and project contract.

Tip:
Transaction category can be time spent on your project. (Which you expect to be the largest portion of any column on the chart. But it can also be by expense category. (Such as airfare, hotels etc.)

Out of the box the Practice Manager dashboard is only available to users with selected roles, those roles include;

• Account Manager
• CEO-Business Manager
• Practice Manager
• System Administrator

Resource Manager Dashboard

The resource manager will be responsible for The resource manager dashboard shows;

• Requests by role
• Utilization by role
• Resource demand distribution

Tip:
Notice my requests by role chart, the role is showing as “blank”. If you look closer, you can see that the out of the box dashboard is plotting this chart using a field called “Role (Deprecated)”. Being a deprecated field it is no longer used! You might want to change this chart to plot data by the “requested by” field or some other more useful attribute. (Just not role! As now each request can relate to multiple roles!) Or simply swap the chart to be Requests By Project!

Out of the box the Resource Manager dashboard is only available to users with selected roles, those roles include;

• Account Manager
• CEO-Business Manager
• Resource Manager
• System Administrator

Hopefully this quick post has given you a flavour for the out of the box project service dashboards.
J

I recently updated our CRM 2016 online to Dynamics 365.  Ever since the update when I to click on the hyperlink, in Outlook, at the bottom of the email that attaches a particular lead it seems to go into a loop with the following message:

"Requesting data from Dynamics 365"

I have cleared my history and cache, it did not seem to help.

Thank you in advance for your help!

Hello everyone,
I would like to ask if i can work with the latest version of USD that works with CRM 365 with Dynamics CRM 2016 ?

Thnaks for help.

This post is part of a series I’m creating connected with Project Service Automation (PSA) for Microsoft Dynamics 365. This time I will consider invoicing.

I read an article about how to write a good blog post recently! One tip was to make your blog posts like “miniskirts”. Short enough to be interesting yet long enough to cover the subject. Invoicing is an involved subject, I will therefore try to follow this tip by breaking this post into two sections. This first part will cover the building blocks involved in invoicing and the role of the project contract. The second will explain how to actually create, amend and send the invoices.

Introduction

Invoicing the customer is obviously a very important step. In several posts, already I have been mentioning several important items that will contribute to the make-up of an invoice.

Right from the opportunity stage we defined price lists. These were for cost prices and sales prices. It is the sales prices lists that will ultimately drive the price shown on the invoice. But also cost prices are important as these will be used to calculate the actual profitability of our project / project contract.

As the opportunity progressed to the quotation stage we will have started to add line details. And ultimately this line detail ends up as attributes of our project contract. Additionally, in our project contract we have defined the tentative invoice schedule. Which has been used to generate billing milestones.

The table below provides links to some of the posts I have previously created which describe the details I have just mentioned in greater detail;

Project Contract – Overview

As we have seen, confirming / winning a quotation will create a project contract. (Or order). The project contract will include project-based lines and product-based lines.

Product based lines will simply be for any products associated with this order. These maybe software licenses or any hardware required to deliver the project.

Project based lines can be for time spent on the project or expenses. It is important to consider the billing method on these lines.

Fixed Price Billing Method– These project-based items will have billing milestones. Essentially this total is spread across the billing milestones according to the associated billing schedule. You can see the invoice schedule that will have been created when the contract was created by opening a fixed price contract line item. (Notice that currently my items have a status of “not ready for invoicing”. I will show how to mark the items as being ready for billing and to generate the invoice in my next post!

Time and Material Billing Method– Project lines with a time and material billing method will be charged according to actuals recorded against the project. This will be as a result of resources entering time entries and the project manager approving the entries. No actuals are created for billing until the project manager has approved the time entries submitted by resources. Notice the invoice schedule for time and materials lines has no value. Also note that currently my line detail is showing that invoicing has not been run. As already mentioned I will describe how to generate, alter and confirm the invoices in my next post!

When reviewing a project contract line that has a billing method of time and materials, you may find it useful to navigation to the charability view. As this will tell you the sales prices and associated cost prices for all of the resources on your project.

Project Work Breakdown Structure / Estimates View

All of the details mentioned on the project contract can also be viewed in the context of the project by opening the project estimates view on the project. My project work breakdown structure will have defined all of the tasks and associated resources. Their sales prices and cost prices can be views at a task level by examining the project estimates view from with the project.

Organisational Units and Price Lists

Before looking at how to generate an invoice, reviewing some detail on how organisational units might impact the cost and sales prices might be beneficial. Whenever time is recorded against the project the price must be found. In many projects the project and all resources will be from the same organisational unit. This would happen, for example, on a UK project making use of only UK based resources.

But sometimes life won’t be that simple! We might have a UK based project that makes use of on-shore (UK) resources and off-shore resources from another organizational unit. Say India. The UK resources will have different cost and sales prices to the resources from India. Also as invoices are generated I may need transactions to reflect any inter-company cross charging that needs to be applied. Meaning the resources from other organisational units will have a cost to the project but also a local resource cost and a “sales” cost from their owning unit to the projects organisational unit.

This complexity means a couple of things, firstly when you review prices on the project you need to consider the resources role, projects price list and organisational unit. As these parameters, together will drive the sales price.

Secondly, as invoices are created we will see some additional actual transactions created to allow for inter-organisational concerns. Meaning actuals with a transaction type of “Inter-Organisational Sales” and “Resourcing Unit Cost” will exist. Whilst these don’t directly impact the invoice sent to the customer these could be used for any internal “invoicing” / cross charging of resources. In my on shore / off shore example, India would “sell” the resources to the UK at an agreed cost. This will generate an inter-organisational sale. There will also be a second transaction to reflect the cost of the resource in their own organisational unit. This will be the “Resource Unit Cost” and maybe in the local currency of the organisaiotnal unit supplying the resource. So in my example, this transaction might be in rupees.

Actuals

From the project contact we can view all actual transactions on the project. As already mentioned actuals are created as expense and time entries are approved by the project manager. Initially these costs will show as un-billed and will change to billed after the invoice has been created. You should be aware that you will only see un-billed actuals for the time and material line items. As fixed price items, will be billing simply according to the billing milestones. However you should note that costs on fixed priced items will still show in actuals.

Below you can see the costs and unbilled actual transactions. You will find this view on the navigation of the project contract entity. Notice that I have a mixture of cost and unbilled items. Against the project contract we will see (at this point) all of the time and material items that correspond to the project. Fixed price expenses will get billed when we generate the invoices.

Tip: If you review the actuals view against the project you will still see actuals costs from fixed price items against the project. As these will still impact the projects profitability.

In my example below all of my items have a billing type of chargeable. If you have an non-chargeable resource they still show in the actuals. This is because even non-chargeable resources will result in costs that will be attributed to the project / project contract. The non-chargeable items will also show on the invoice. Although these will not get added into the invoice total.

Also, notice that I have a mistake! When creating my cost and sales price lists I didn’t include the developer role. Therefore, I have no price details for these. I should have corrected this before approving the time entries from my developer. But I didn’t! This means I will want to edit the invoice prior to sending to the customer. In my next post I will describe what we can (and can’t) edit on the invoice before sending to the customer.

In my next post, I will build on these concepts and describe how to actually generate the invoices, edit them and confirm or send the completed invoice to the customer.
J

Hi there!

We are currently facing some performance issues with Unified Service Desk and I was hoping that maybe someone has ran into the same issues as me. 

The problem is, when the user opens a new session, it takes very long (about ~10 seconds) for the all of the tabs to load. I have already set all the hosted controls to IE Process, as I have understood that this is the most efficient hosting type. I also marked some of the UII Actions that can load separately as async, but that does not seem to do a lot.

When the session starts, a new activity is created, some transactions are created, an ISH page loads and some cases and activities are retrieved. I guess that it is to be expected to wait a few seconds when performing these tasks at the same time, but I would not expect it to take this long.

If anyone has some pointers on this, I would be very grateful :)

Hi,

related to Voice of the Customer, redirect url does not work for the survey. The link is given at Footer link section to redirect url (link works at browser) and redirect text. Do you know what is still missing?

I have also published survey but that does not help.

Thanks,

Susku

Recently I had a small challenge to calculate a date “n” working days from today. This short post will show you the code I used.

In my example, a working day was defined as Monday to Friday.

I wasn’t worried about business closures or bank holidays. I simply needed a date to act as a target to complete work by.

The code snippet below was the function I finally used;

function BusinessDays(d, n) {
 // *** d = a date
 // *** n = number of working days to increment by
  d = new Date(d.getTime());
  var day = d.getDay();
  d.setDate(d.getDate() + n + (day === 6 ? 2 : +!day) + (Math.floor((n - 1 + (day % 6 || 1)) / 5) * 2));
 return d;
} // End function

Hi,

How to install Field Service on Dynamic CRM 2016 on premise?

Please let me know.

Thanks & Regards,

Vivek

Hi there!

We are currently facing some performance issues with Unified Service Desk and I was hoping that maybe someone has ran into the same issues as me. 

The problem is, when the user opens a new session, it takes very long (about ~10 seconds) for the all of the tabs to load. I have already set all the hosted controls to IE Process, as I have understood that this is the most efficient hosting type. I also marked some of the UII Actions that can load separately as async, but that does not seem to do a lot.

When the session starts, a new activity is created, some transactions are created, an ISH page loads and some cases and activities are retrieved. I guess that it is to be expected to wait a few seconds when performing these tasks at the same time, but I would not expect it to take this long.

If anyone has some pointers on this, I would be very grateful :)

This post is part of a series I’m creating connected with Project Service Automation (PSA) for Microsoft Dynamics 365. This time I will consider invoicing.

This is the second part of two posts explaining invoicing within Project Service. My first post covered the theory behind the elements used to calculate the invoice. You can view that post here.

This time I will cover how to actually generate and edit the invoices.

Mark Milestone as Ready for Invoicing

Within the project service you can navigate to project contract milestones to see the billing milestones. In here you can select one or more milestones and use the READY TO INVOICE BUTTON to make that they are ready for invoicing.

Below you can see that I have changed the invoice status on one of my milestones to be “Ready for invoicing”. (Note: the project milestones shown here relate to the fixed price elements of invoicing.)

Manually Create Invoice

Assuming you are ready to create an invoice for this project you can open the project contract and use the CREATE INVOICE button to generate an invoice.

After a short pause an invoice will be created and will load. The invoice will be generated in draft status, giving you chance to review the details and make some adjustments before confirming the invoice.

Below you can see the invoice generated when I clicked CREATE INVOICE. Notice that many of the detaisl such as bill to address will have been populated from the project contract. Also, notice that I have three lines on my invoice. The project expenses relate to the fixed price milestone that I set to be ready for invoicing. I then have the time and materials element to the invoice. Plus products have been included.

Product Invoice Lines

Whenever you generate an invoice any unbilled products will be added to the invoice. You cannot change the details of the products added into the invoice. However, you can decide to remove these from the invoice.

Note:
If you remove products from invoices they will be included in the next invoice generated on the project.

Below you can see that opening the product line on my invoice shows that all fields are read-only! (FYI: You can select the EDIT PROPERTIES option but no changes will be made to the quantity or price shown on the invoice line.)

Fixed Price Invoice Lines

Whilst the invoice is in a draft state it is possible to remove fixed price project-based lines but it is not possible to edit their value.

Time and Materials Invoice Lines

Below I have shown the detail of the time and materials line in my invoice.

Firstly notice the chargeable transactions tab. The total from this tab is the value that will be rolled up to the invoice line total.

Opening a chargeable transaction shows that I can edit the price, and transaction type.

You can see below that after changing the billing type to non-chargeable the line item has moved into the non chargeable transactions tab. Notice that I do have a financial total for non-chargeable transactions but these will not be included in my invoice total.

Changing an item to complementary has a similar impact but doesn’t have an associated value.

Tip: It is also possible to add lines when the billing type is time and materials. Using the NEW toolbar button. (If you do add items keep in mind that their costs will not have been recorded in actuals, meaning your project profitability could be incorrectly stated!)

Confirm Invoice

After you have made any required changes you will need to confirm the invoice. Doing so will lock it. Meaning no further changes can be made after the invoice is confirmed.

When we view the project actuals after confirming the invoice you can see that a billed sales actual is created. Along with a negative unbilled sales value, that will balance off the unbilled sales value that was created earlier.

Also, after confirming the invoice you can review the project contract performance tab to see the total billed so far etc.

Mark as Paid

Finally, on the invoice we can make the invoice as paid.

Once the MARK INVOICE AS PAID” button has been selected the status of the invoice is changed to “Paid” and the record becomes. Below you can see that the invoice view from project contract will show which invoices have been paid.

Hopefully you can see that invoicing in Project Service is very flexible and supports making most the adjustments that might be required.
J