Reporting on projects
The Projects entity and its related entities are exclusive to PSA. Project is the top-level entity that is used to capture the work and cost side of operations. Here is a list of the related entities:
Product/Service
Reporting on actual transactions
When you approve a timesheet or expense, or invoice a contract in PSA, the business transaction is captured in the Actual entity. This entity can serve as the basis for almost all finance-related reports in PSA. The Actual entity captures the cost and sales transactions for the business event. It also captures many relevant attributes. When you’re working with … Read more
Reporting on resources
Project resources use the Bookable Resource entities from Universal Resource Scheduling (URS) that are shared with other apps, such as Microsoft Dynamics 365 Field Service. Here is a list of the entities that you might have to use when you report on project resources: