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What’s New in Projects+ Version 8.1

SAGlobal’s ISV solution, Projects+ 8.1 for Microsoft Dynamics 365 Finance and Operations brings a number of exciting new features. Read this article as we highlight some of the new features and enhancements as follows:

Manage Pending Time

Time tracking is more efficient with Manage Pending Time features, as users can more easily track their activities throughout the week.

This feature come with options that enable users to capture time faster. Features include import from calendar, built-in timer, simplified mobile app, Excel import, and Microsoft Flow automation. Projects and activities are easily tagged as favorites and Project selection has been simplified. At the end of the week or day, required details are added, then time entries are transferred to a traditional timesheet for approval.

Manage Pending Time

Unit Billing

Large number of professional services firms bill for quantity of work done other than hours; some examples of unit billing are head count billing, billing by team size, number of cases closed, etc.

May professional services firms bill for a quantity of work done other than hours; some examples of unit billing are head count billing, billing by team size, number of cases closed, etc. To better support various quantity-based scenarios, and IFRS 15 regulations, Projects+ now includes the Unit Billing feature. This feature covers all the four stages – forecasting, consumption, revenue recognition and billing.

Unit Billing

Time Export Payroll

The Time Export feature provides the ability to export approved hours captured on timesheets and hour journals in the system. The exported hours are classified into configurable Pay Codes. A Data Entity is available which provides source data in a variety of formats using standard Dynamics 365 tools.

In case there are any adjustments to timesheets or hour transactions related to a prior payroll period, the adjustments are available in the subsequent time exports, ensuring that timesheet corrections and project adjustments are accounted for.

Time Export Payroll - pay codes

Export Time for Payroll

Export Time for Payroll lines

Workflow Administrator

It’s important that workflows and approvals performed in a timely manner; identifying pending workflows and communicating with approvers is critical business process. For some companies, it’s also important the Workflow Administrator be allowed to push approvals through so other processes are not delayed.

Projects+ Workflow Administrator role is introduced to manage workflows across Dynamics 365 Finance and Operations. Users assigned to this role will have the capabilities to reassign the workflows to appropriate people, including users who forgot configuring their Workflow Out of Office delegate. Late approvals can be reassigned and approved directly from this form.

Workflow Administrator

To learn about the features and enhancements in detail, please click here.

About the Author

Joel Leichty

Joel Leichty

Joel Leichty has simplified Dynamics 365 since 2002 (Axapta 2.5) and became a Microsoft MVP in 2013. He is the Director of Products and BI at sa.global, managing Products and Business Intelligence for the Professional Services industry.

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