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manage-project-bookings-office-365-calendar.md

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title description author ms.custom ms.date ms.topic ms.author audience search.audienceType ms.reviewer
Manage projects and bookings in your Office 365 calendar
How to manage projects and bookings in your Office 365 calendar
ruhercul
dyn365-projectservice
evergreen
04/09/2024
article
ruhercul
Admin
admin
customizer
enduser
johnmichalak

Manage projects and bookings in your calendar (Project Service)

Note

DEPRECATED: This feature has been deprecated and is no longer available.

[!include banner]

[!INCLUDEcc-applies-to-psa-app-1x-2x]

[!INCLUDEpn_office_365]

View personal appointments, project-work bookings, and field service work order assignments using the [!INCLUDEpn_office_365] calendar.

With everything in one place, it’s easy to manage your day. Your meetings, appointments, bookings, and tasks are all available in your [!INCLUDEpn_office_365] calendar.

If you’re using [!INCLUDEpn_project_service_auto], you can also enter your personal appointments in the Project Service time entry view. This lets project and resource managers know your availability for projects. It also saves you time, because you don’t have to enter info about your personal appointments twice. You can simply import your personal appointments from your calendar to Project Service time entry view.

Your calendar will sync project and work order bookings from today to upcoming four weeks. This setting can’t be changed.

Syncing is only supported one way, from PSA to your [!INCLUDEpn_office_365] calendar. You can sync in the reverse order.

To learn how to use your [!INCLUDEpn_office_365] calendar, see Calendar in Outlook on the web for business.

Setup

Before you can see and manage your bookings on your [!INCLUDEpn_office_365] calendar, you need to set a few things up.

Turn on synchronization for your organization (admin task)

  1. From the main menu, click Settings > Administration.

  2. Click System Settings.

  3. Click the Synchronization tab.

  4. Under Select whether to enable syncing of resource booking with, check the Synchronize resource booking with Outlook.

Turn on synchronization for your user profile (user task)

  1. Click the Settings button in the upper-right corner of the screen.

  2. Click Options.

  3. Click the Synchronization tab.

  4. Under Resource booking sync with Outlook, check the Synchronization resource booking with Outlook.

Import your personal appointments (user task)

You can import your personal appointments from your calendar to Project Service Automation time entry view.

  1. Open [!INCLUDEpn_office_365] calendar and click Import Data.

  2. On the Filters screen, select Appointments from Exchange and then click Apply.

  3. The system will pull appointments into time entry view as suggested entries from the current week. To add entries for another week, click Previous or Next.

  4. Select the appointment that you want to add to Project Service Automation time entry view.

  5. On the Time Entry popup box, select the appropriate options to convert the appointment to a Project Service Automation time entry view.

  6. Click Save.

See Also

Time, Expense, and Collaboration Guide

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