What if a resource requirement still appear after a task is deleted from Schedule in Dynamics 365 Project Service Automation V3?

May 21 2019

I have observed that when working with Microsoft Dynamics 365 Project Service Automation (PSA), that when a task in the PSA Schedule, or WBS (Work Breakdown Structure), is deleted, the corresponding resource requirement doesn't get deleted. Hence, it keeps on appearing in the Schedule Board to allocate.

Resource managers face difficulties when it comes to understanding whether to allocate or not. Therefore, it's the job of the project manager to ensure that the wrong items aren't appearing on the Schedule Board to allocate. Looking across these two different roles, project managers must ensure that everything is correct so that resource managers see the correct information and are able to make the best allocations.

Step 1: Check in the Schedule Board in the Project Tab, check whether the task appears ready to schedule. If not, then the job is done.

If it appears ready to schedule, then do an advanced find on the Resource Requirement with the criteria shown in the screen shot below.The criteria set jn the screenshot below are:

  1. Select the project on which you have created the task
  2. Select the task that you want to remove

select_the_psa_project_on_which_you_created_the_task

View the results of the advanced find, shown below.

About Kuldeep Gupta

Kuldeep Gupta is a Project Delivery Head at CloudFronts Technologies and manages our PMO department. As Project Delivery Head, Kuldeep is responsible for delivering complex Projects and working with global teams. His deep technical expertise along with working knowledge of various project methodologies, allows Kuldeep to address project challenges creatively.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (CRM, Operations and Financials) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and roadmap, requirements assessments, project implementation, training, migration to post go live managed services and support. 

CloudFronts’ commenced its operations in the year 2012 to empower organizations around the world, do more with technology. Check out our customer success story here-https://www.cloudfronts.com/customer-success/

Stay updated on our LinkedIn page: https://www.linkedin.com/company/cloudfronts/

More about Kuldeep Gupta