Scheduling a Project Task in Dynamics 365 PSA
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In this webinar, we are going to explore project task scheduling in Dynamics 365 PSA and the customizations for Project task entity to be scheduled on Schedule board.
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Scheduling a Project Task in Dynamics 365 PSA
- 1. Scheduling Resources for Project Tasks Presented by – Kuldeep Gupta, Delivery Head, CloudFronts Technologies LLP Shailesh Wath, Sr. D365 CRM Consultant, CloudFronts Technologies LLP
- 2. About CloudFronts • Incorporated on 1st June, 2012 and based out of Mumbai, India. • Focused on Dynamics 365, Power BI and Azure • A team of about 50 consisting Architects, Developers and Project Managers • 100% Focused on Microsoft Technologies • Clients around the globe.
- 4. Agenda • Problem Definition • Configuration changes to be done • What does the Plugin do? • End-to-End Demo • Q & A
- 5. Problem Definition • PSA doesn’t allows scheduling on Project Task OOB. • PM’s are used to allocate resources on a Task.
- 6. Configuration changes to be done • Enable the Project Task entity for scheduling • Creation of views on below entities • Bookable Resource Booking • Resource Requirement • Schedule board changes
- 7. What does the Plugin do? • Create/Update Resource Requirement record for Project Task with below fields o Name (Project Task Name) o Role o Start Date o End Date o Duration o Project • Code URL – https://cloudfronts1- my.sharepoint.com/:u:/g/personal/swath_cloudfronts_com/EdvcbnWzBU5 Ouz3sYUxlhqsBRupolAt_nbXntK2IStp-yA?e=QacpwH
- 9. Q &A https://www.linkedin.com/company/cloudfronts https://twitter.com/cloudfronts https://www.youtube.com/user/cloudfronts info@cloudfronts.com CloudFronts Technologies LLP +1 855 796 4355 (USA Toll Free) | +91 97 696 906 01 (India) Write to us : info@cloudfronts.com
- 10. Thank You
Editor's Notes
- We will wait for all attendees to join webinar for 2 minutes more. Hello everyone we are back and we will start the webinar Before starting webinar there are few laundry items to be noted All Attendees will be muted for whole webinar All queries or doubts of Attendees will be answered in Q & A session.
- 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 pr epared while planning the project. With 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.
- Yes Kuldeep we have done customization by developing plugin which is Post Operation Plugin on Project Task Entity Functionality of plugin to create record of Resource Requirement whenever new Project Task is created in WBS on Project. Data from Project Task entity is saved on Resource Requirement from fields like Name (Project Task Name) Role Start Date End Date Duration Project This Plugin is also triggered on Update of Project Task on WBS for fields like if user changes Project Task Name or Duration or Role. This is simple plugin with only 2 methods CreateResourceRequirement - create Res Req. Record with populating data from Project Task UpdateResourceRequirement - update Res Req. record with updated fields