Time, expense, and collaboration guide (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

Welcome to the Project Service app, which helps companies manage their project-based sales.

This guides you through entering your time and expenses for the projects you’re working on. 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

• Your managers know the status of your projects

  You can also collaborate with your fellow team members by sharing documents and starting conversations through Microsoft 365 Groups associated with your projects.

  You can enter time and expenses through the web app (browser-based app), or with the Customer Engagement for phones and tablets app on your mobile device. When you’re ready for your next project, you can use the Project Finder Mobile app.

Click on a link below to learn more about what you can do with Project Service:

• Get the apps

• Sign in

• View your schedule

• Manage projects and bookings in your Office 365 calendar

• Enter time

• Enter expenses

• Allow someone else to enter your time entry or expense

• Schedule time off

• Collaborate with your project team members with Office 365 Groups

• Find your next project with the Project Finder Mobile app

See Also

Overview of Project Service
Administrator Guide
Account Manager Guide
Project Manager Guide
Resource Manager Guide