Configure transaction categories (Project Service)

Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

Set up transaction categories to define a superset of expense categories.

1. Go to Project Service > Transaction Categories.

2. Click New.

3. In the General area, fill in the fields as needed.

4. Click Save at the bottom right corner of the screen.

See Also

Configure Project Service