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Scheduling a project task in Microsoft Dynamics 365 Project Service Automation

by Kuldeep Gupta
Consultant, Microsoft MVP, Microsoft MCT
September 27 2018

Resource allocation is the process of assigning and scheduling available resources in the most effective manner. It helps you to select the best available resources for your projects and manage them throughout the work, so you can avoid under or over utilization of your employees.

The most complicated part for any project manager (PM) after planning the work breakdown structure (WBS) is allocation. We will look at how to do allocation on a project task in Microsoft Dynamics 365 Project Service Automation (PSA).

Typically project managers allocate team members on the tasks they are supposed to perform. These tasks in the WBS are prepared while planning the project. But when it comes to D365 PSA, it works wonders! We do not allocate resources on to project tasks, but instead we book them for a certain duration on to the project under a certain role and PSA takes care of the allocation.

Though this behavior can be tweaked to suit the normal needs of a PM, we need to take into account several other steps to attain allocation of resources at the task level. Let's check it out.

1.Configuration changes

a. Enable the Project Task entity for scheduling

To enable the Project Task Entity for scheduling we need to enable it from the

Resource Scheduling Entity -->Administration.

d365-psa-proj-task-1-700.png

d365-psa-proj-task-3-700.png

d365-psa-proj-task-4-700.png

2.Creation of views on below entities

a. Bookable Resource ...

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About Kuldeep Gupta

Kuldeep Gupta is a Microsoft MVP. 

More about Kuldeep Gupta
Michael
Submitted by mickey nunes on Thu, 08/22/2019 - 10:31 Permalink

Interesting setup. Did you ever trial this in PSA version 3

In reply to by anonymous_stub (not verified)