How to create a milestone in Project Operations

Problem Definition: We always wanted a way in which we could create a milestone in the project WBS. Milestones are the way in which we can mark the task by stating that it’s a deliverable task. How can we achieve this functionality in Project Operations? Solution: Please follow the steps to mark the task as … Continue reading How to create a milestone in Project Operations

Schedule API GA Release in Project Operations

Problem Definition: Unlike PSA where the users were not restricted to use the crude operations (Create, Update and Delete) CUD on entities like Project, Project Task, Resource Assignment, Project Team Member and Project Task Dependency, Project Operations (PO) blocks the user to perform these basic operations. Often these requests are at peak while we do … Continue reading Schedule API GA Release in Project Operations

How to enable new URS Board (Schedule Board) in Project Operations

The new schedule board in Project Operations is much more powerful than before. Its performance is far more superior than the previous version of schedule board, in a way that: Loading the schedule board is much faster than beforeTab switching is fasterDragging and dropping the work orders is much improvedRescheduling the bookings is much improved … Continue reading How to enable new URS Board (Schedule Board) in Project Operations

How do Contract, Milestones and Projects flow between D365 CE to F&O in Project Operations

What do you expect to see in this blog? With the launch of Project Operations, we might have lot of questions around how does the data flow between D365 CE and F&O (Finance and Operation) environment. In this blog I would like to describe how does the Contract information, Milestone for Fixed Bid projects and … Continue reading How do Contract, Milestones and Projects flow between D365 CE to F&O in Project Operations