title | description | author | ms.custom | ms.date | ms.topic | ms.author | audience | search.audienceType | ms.reviewer | |||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
User guide for the Project Resource Hub |
An end-user's guide for the Project Resource Hub for Project Service |
ruhercul |
|
04/09/2024 |
article |
ruhercul |
Admin |
|
johnmichalak |
[!include banner]
[!INCLUDEcc-applies-to-psa-app-1x-2x]
With the Project Resource Hub app, you can enter time and expenses for the projects you’re working on the go. Stay on top of your time and expense entry to make sure:
- Your clients are billed properly
- You get credit for the work you’ve done
Available anywhere, on any device
There are two flavors of [!INCLUDEpn_dyn_365_project_service_auto]:
-
If you're using a desktop, you'll use the Project Service app.
-
If you’re in the field using a smartphone or tablet, you’ll use the Project Resource Hub app which is a subset of the Project Service app. The Project Resource Hub app is built on the Unified Interface framework, which uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation.
Before you can start using the Project Resource Hub app, you need to install the mobile app on your device.
[!INCLUDEproc_more_information] Install Dynamics 365 for phones and tablets.
- When you sign in on the mobile app, you’ll see the MyApps page with a list of the apps that you access to.
- Select Project Resource Hub.
The navigation bar
Use the nav bar to get to your work area, create a new record, search, or do other tasks. To access more commands, tap
Favorites and recently used records
The Favorites and Recently Used sections provide quick access to your records, views, and dashboards.
-
To access these sections, tap the Menu button on the nav bar, and then tap the Favorites and Recent button.
-
To pin an item as a favorite, from the list of Recently Used items, tap the pin. This will pin and move the item to Favorites.
Enter your hours at least weekly—or at the frequency requested by your managers—to ensure your clients are invoiced and you’re credited correctly.
-
Tap the menu button, and then tap Time Entries. This brings up your calendar.
-
To see your calendar for the previous or next week, tap the Previous or Next button. Tap Today to get back to the current week.
-
To enter your time, tap New on the command bar.
-
Fill in the fields in the form and tap Save.
-
Continue entering time for the week. When you’re done and everything looks correct, tap Submit. A manager will review and approve your time entries.
Enter your expenses at least weekly—or at the frequency requested by your managers—to ensure your clients are invoiced and you’re credited correctly.
-
Tap the menu button, and then tap Expenses. This brings up your calendar.
-
You can switch to Day, Week, or Month view, or navigate to the previous or next time period.
-
To enter your expense, tap New on the command bar.
-
Fill in the fields in the form and tap Save.
-
Continue entering expenses for the week. When you’re done and everything looks correct, tap Submit. A manager will review and approve your expenses.
[!INCLUDEproc_more_information] Mobile Basics Guide.
Overview of Project Service
Time, Expense, and Collaboration Guide
[!INCLUDEfooter-include]