Work 365 Services - Work 365 Documentation

Services: These are service records that define the billing parameters of the project. Within each service, tasks, categories, roles, and resources can be defined, and time logs added.
- General:
  - General
    - Name: Name of the Project
    - Currency: Billable currency
    - Total Time (Hrs): Total entered time on the Service via the time logs.
    - Unbillable time (Hrs): Total time which is non-billable as defined in the time logs within the Service.
    - Last Billed Time: Refers to the last time the time logs were billed.
    - Total Revenue: Time which has been invoiced
    - Unbilled Revenue: Time which has not been invoiced
  - Provider Details:
    - Provider: referring to the time provider of the service
    - Project: referring to a project in PSA if the time provider is Dynamics PSA.
    - Last Sync: referring to the last time Work 365 connected with PSA in Dynamics to pull in any recent time entries.
  - Billing Details:
    - Customer: CRM Account
    - Billing Contract: Client’s billable contract
    - Effective Start Date: Start date of the service
    - Is Taxable: defines if the service is taxable.
    - Invoicing Rollup: this rollup determines how the time logs will be invoiced.
      - Service: If Service is selected, the invoice will show total billable time of the time logs added to the Service.
      - Role: If Role is selected, the invoice will show a breakdown of billable time by project role.
      - Resource: If Resource is selected, the invoice will show a breakdown of billable