Bill Time to Projects in Microsoft Dynamics 365 for Finance and Operations

In this post we’ll walk through the steps to set up a project and bill time in Microsoft Dynamics 365 for Finance and Operations.

Setup

a. Worker Setup

i. Make sure user is associated with Worker

Click edit and select the applicable resource in the person field. If the value is populated, this can also be adjusted by clicking the maintain versions button.

ii. Worker must have a period

On the Project tab, in the Set up group, click Project setup



Click edit and select the applicable period code.

iii. Ensure Employee has proper financial dimensions

On the employment tab, select the applicable financial dimensions

B. Project Setup

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