Dynamics 365 Project Service Automation offers multiple tools to plan and manage the projects and their delivery. Organizations can undertake tasks like opportunity identification, bid submission, time and budget management, and invoicing. Advanced tasks such as project collaboration and maintaining accurate project status for identifying project risks are also possible with the platform.

Project Service Automation offers Project Managers the facility of assigning the best fitting resource for a particular task in a project, based on the characteristics like member role, certifications, and skillsets. It also helps analyze and enhance the maximum threshold of each assigned resource by a systematic review of the booking capabilities and capacities.

With the help of Dynamics 365 Project Service Automation, the allocated resource can submit and update their timesheet and manage the expense components to ensure that everything has been covered and billed accordingly. You can define expense policies and automate reimbursements too.

The platform enables the organizations to manage and generate invoices after a certain period depending on the invoice generation cycle. The invoices are generated per two project types, i.e., Time and Material and Fixed-Price. You can also create billing rules for generating invoice proposals for various completion stages.

Dynamics 365 Project Service Automation gives a complete view of the life-cycle of the completed project, from estimating, forecasting, and budgeting to the financial impact of the project. Hence, you can evaluate the accuracy of your estimates and forecasts, utilization of resources, and overall success of the project.