Edit

Share via

User guide for Project Resource Hub

  • Article

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

With the Project Resource Hub app, you can enter time and expenses for the projects you’re working on the go. Stay on top of your time and expense entry to make sure:

  • Your clients are billed properly
  • You get credit for the work you’ve done

Available anywhere, on any device

There are two flavors of Dynamics 365 Project Service Automation:

  • If you're using a desktop, you'll use the Project Service app.

  • If you’re in the field using a smartphone or tablet, you’ll use the Project Resource Hub app which is a subset of the Project Service app. The Project Resource Hub app is built on the Unified Interface framework, which uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation.

Install the mobile app

Before you can start using the Project Resource Hub app, you need to install the mobile app on your device.

More information: Install Dynamics 365 for phones and tablets.

Basic Navigation

  1. When you sign in on the mobile app, you’ll see the MyApps page with a list of the apps that you access to.
  2. Select Project Resource Hub.

Choose an app.

The navigation bar

Use the nav bar to get to your work area, create a new record, search, or do other tasks. To access more commands, tap More Button.

Nav Bar.

Favorites and recently used records

The Favorites and Recently Used sections provide quick access to your records, views, and dashboards.

  • To access these sections, tap the Menu Menu button. button on the nav bar, and then tap the Favorites and Recent Fav Button button.

  • To pin an item as a favorite, from the list of Recently Used items, tap the pin. This will pin and move the item to Favorites.

    Favorites and Recent items.

Enter time

Enter your hours at least weekly—or at the frequency requested by your managers—to ensure your clients are invoiced and you’re credited correctly.

  1. Tap the menu Menu button. button, and then tap Time Entries. This brings up your calendar.

  2. To see your calendar for the previous or next week, tap the Previous or Next button. Tap Today to get back to the current week.

  3. To enter your time, tap New on the command bar.

  4. Fill in the fields in the form and tap Save.

  5. Continue entering time for the week. When you’re done and everything looks correct, tap Submit. A manager will review and approve your time entries.

Enter expenses

Enter your expenses at least weekly—or at the frequency requested by your managers—to ensure your clients are invoiced and you’re credited correctly.

  1. Tap the menu Menu button button, and then tap Expenses. This brings up your calendar.

  2. You can switch to Day, Week, or Month view, or navigate to the previous or next time period.

  3. To enter your expense, tap New on the command bar.

  4. Fill in the fields in the form and tap Save.

  5. Continue entering expenses for the week. When you’re done and everything looks correct, tap Submit. A manager will review and approve your expenses.

General information on how to use the mobile app

More information: Mobile Basics Guide.

See Also

Overview of Project Service
Time, Expense, and Collaboration Guide