Projects+ PTO Request Functionality in Microsoft Dynamics 365 for Finance and Operations
PTO Project Setups
- Project Management & Accounting Parameters
- Project Group Setup
- Project Setup
- Project WBS Setup
- PTO Request Workflow





- Personal Time Off Request
- Form
- New PTO Request
- Attachments can be included
- Actual hours requested can be adjusted
- Submit to workflow
- Approve PTO Request
- Displays as new work item in Manager Self Service Portal Workspace
- Work Item List
- Attachment button can be used to view attachments
- Approve or Reject Workflow
- PTO Request is Approved
- PTO line defaults into Timesheet








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About the Author
Josh Knox
Josh Knox is a Functional Consultant for SAGlobal, where he helps provide strategic consulting services around the design and deployment of the client’s Dynamics ERP system. Josh identifies client requirements, assists with system setups and configurations, writes development specifications, provides training, and performs other project activities. He has significant experience helping professional services companies with their Dynamics 365 implementations, particularly in the areas of data migration, workflow design, business intelligence, and Projects+ – SAGlobal’s custom enhancements to the Projects module.