Tested on:
Dynamics 365 version 9.0
After a Project Contract and a Project have been set up, it’s time to book resources for our Project’s tasks. This video blog covers resource bookings in Dynamics 365 Project Service Automation and walks you through the different steps to get the correct resources started on your Project. The features covered on this video are:
– Work Breakdown Structure and how resource bookings are related to it
– WBS Task Modes
– Resource Requirements
– Generic Resources
– Specify Pattern to edit a requirement’s contour
– Project Team Members
– Schedule Board
Disclaimer:
All the ideas reflect my personal opinions and findings unless otherwise stated.