Setting the WorkHourTemplate in the right way to the resource in PSA

Business Use Case: I was trying to explore the Extend Booking functionality in PSA and saw that the users were getting allocated for the entire 24 hours a day. I immediately figured out that the issue was that the work hour template was not set properly. That doesn’t mean I didn’t have a new work hour template created and assigned to all the resources, but, the only thing missing in that was that, I didn’t set the work hour of the resources to 8 hours.

To check the Work Hours of a resource you can Navigate to Project Service –> Resources –> Select a Resource.

Click on the button Show work Hours as highlighted in the Screenshot below.

A Pop-up opens. The below screen shot shows that the Work hours are not defined for the resource as of now.

Hence the resource will be allocated for 24 hours if they are selected for a project unless there working hours are defined.

Image1 :

WHT1

Next wrong I did: I selected the resource in the Default Work Hour Template and then created the Work Hours for that resource (8 hours a day and Mon-Fri working).

Image 2:

WHT2

Assigned this work hours to all the resources from the below Navigation.

Project Service –> Resources

Select all resources and click on Set Calendar button from the Ribbon Control.

Image 3:

WHT3

Assuming that the new work hours will be set for all the resources selected. I then tried to allocate via extend booking and saw that the resource was still not respecting the new Work Hours set.

Upon further research I tried the following that worked out to be the solution and that is how the work hour template of the resources should be defined.

I created a new work hours template. In order to do that please navigate to Project Services as shown below in the screenshot.

Image 4:

WHT4

Resource selected in this should have the proper work hours defined. To set the work hours refer to the image 2.

Select all the resources and assign the newly created Work hour template as shown in image 3.

Now while creating the project select this new Work Hour Template created and this will respect the new work hours.

You will not be able to change the work hour template for the old projects as the field is locked and you are not allowed to change it amidst the project.

I hope this blog post helps you to now create the Work Hour Template in the proper way and assign it correctly to the resources to be respected in the projects.

 

This blog reflects my personal findings and based solely on my experience of using PSA for last 5 years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project service automation.

According to my opinion, implementation of Microsoft dynamics 365 for project service automation is one of the best things that we did in CloudFronts Technologies. We have gained a lot with this implementation because we save time and money due to easy access resources and ability to manage them.

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