Problem Definition: It is generally thought by Project Operations / PSA (PO/PSA) users that the non-working hour cannot be copied via 1 Template resource to another resource when the Calendar Template is assigned. It is only assumed that the working shifts and the weekends marked are the only ones that gets copied. But that is … Continue reading Quick Tip: How to apply non-working hours from Calendar Template in PSA / Project Operations
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
Teams collaboration with Project Operations
An often ask functionality to collaborate from Dynamics 365 Project Operations with Teams is now functional, thus helping in effective communication and team collaboration by avoiding series of emails. There are many ways in which Teams can be used for this purpose. The following blog with explain you how the collaboration works. 1. Adding a … Continue reading Teams collaboration with Project Operations
How to do split billing in D365 Project Operations?
Often there is a need to split the bill which can be paid by 2 parties for a project. For e.g. if we are getting a project executed and there are 2 customers involved, for whom the project is getting developed, they can decide on who should pay what percentage bill should be borne by … Continue reading How to do split billing in D365 Project Operations?
