Archive for November, 2018

Understanding Microsoft Dynamics PSA Data

November 1, 2018

1: Welcome and Organizational Units

2: Bookable Resource Category (Roles)

3: Characteristics (Skills)

4: Unit Groups & Unit of Measure (Unit)

5: Price List

6: Associate Cost Price Lists with Organizational Units

7: Transaction Categories & Expense Categories

8: Transaction Category Prices

9: Invoice Frequency

10: Currency & Exchange Rates

11: Role Prices

12: Bookable Resources

13: Bookable Resource Category Association

14: Role Competency Requirements

15: Rating Models and Rating Values

16: Bookable Resource Characteristic

17: Other Valuable setup

Original source: ebecs

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