The most complicated part post planning the WBS for a PM is allocation.
Typically project managers allocate team members on the tasks they are supposed to perform.
These tasks are from WBS that is prepared while planning the project.
With D365 PSA it is slight different. We do not allocate resource on to a project tasks, but, book them for a certain duration on to the project under certain role.
Though this normal behaviour can be tweaked to suit the normal needs of a PM. We need to take in slight efforts to do the following to attain allocation of resources at task level.
Below are the things that we need to
To enable the Project Task Entity for scheduling we need to enable is from the
Resource Scheduling Entity –>Administration.
- For creating this view we will navigate to Settings–>CustomizationsàCustomize the Solution–> Expand Entities Tab and search for “Bookable Resource Booking Entity”–> Click on Views –> Click on New and Create a new view with the following fields as shown in the screenshot below:
- For creating this view we will navigate to Settings –> Customizations –> Customize the Solution –> Expand Entities Tab and search for “Resource Requirement Entity”–> Click on Views –> Click on New and Create a new view with the following fields as shown in the screenshot below:
Following are the changes that needs to be done on the schedule board:
I prefer making the changes in the Initial Public View. But, you can create a special view for yourself if needed.
- Click on the “Initial Public View” that opens a Pop-Up as shown below:
We shall make the changes in Schedule Types and Requirement Panels Tab:
Schedule Types Changes
Requirement Panels Changes
Only the configuration changes mentioned above won’t help and complete the Project Task Scheduling needs.
We will need to write a Plugin on the create of task in WBS.
The Plugin will trigger 2 time, on Create of the Task and once on the Update of the task in WBS. The Plugin Creates and Updates the following fields:
- Name (Project Task Name)
- Start Date
- End Date
This Plugin creates a Resource Requirement with the task details provided in WBS.
You can also download the Plugin script from the below URL:
This blog reflects my personal findings and based solely on my experience of using PSA for last 3 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.