Upgrade Project Service Automation to Project Operations

Hello to the Project Service Automation (PSA) Community!

Back in November 2022 we announced the availability of the second phase of Project Service Automation to Project Operations upgrade, making it possible to upgrade projects with up to 500 tasks.  If all projects in your environment contain 500 tasks or less, we strongly encourage you to start your upgrade process as soon as possible so you can take advantage of many new Project Operations features such as: 

  • Integration with Project for the Web with many new advanced scheduling features
  • Project Budgeting and Time-phased forecasting  
  • Date Effective price overrides 
  • Revision and Activation on Quotes   
  • Material usage recording in projects and tasks 
  • Subcontract Management 
  • Advances and Retained-based contracts 
  • Contract not-to-exceed 
  • Task based billing 
  • Multi-customer contracts 

Learn more

Curious to know details about the upgrade process? Please check this link and learn more about it! 
 
Want to learn more about Project Operations? Check this link and navigate to our detailed documentation! 

Want to try Project Operations? Click here and sign up for a 30 days trial! 

Thank you

The Microsoft Project Operations Product Team 

We’re always looking for feedback and would like to hear from you. Please head to the Dynamics 365 Community to start a discussion, ask questions, and tell us what you think!

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