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Microsoft Dynamics 365 Project Operations

You're reading from  Microsoft Dynamics 365 Project Operations

Product type Book
Published in May 2021
Publisher Packt
ISBN-13 9781801072076
Pages 298 pages
Edition 1st Edition
Languages
Author (1):
Robert Houdeshell Robert Houdeshell
Profile icon Robert Houdeshell

Table of Contents (17) Chapters

Preface 1. Section 1: Foundation and Framework of Project Operations
2. Chapter 1: Introducing Project Operations 3. Chapter 2: Using the Microsoft Dynamics 365 Framework for Success 4. Chapter 3: The How-Tos of Setting Up Project Operations 5. Section 2: Project Sales through Delivery
6. Chapter 4: The Account Manager – Project Selling 7. Chapter 5: Project Contracts and Pricing 8. Chapter 6: Practice Manager Functions – We Won the Contract! What Now? 9. Chapter 7: Resource Manager – Staffing for Success! 10. Section 3: Project Delivery through Operations
11. Chapter 8: Managing the Project to Success! 12. Chapter 9: Team Member Activities 13. Chapter 10: Approvals and Exceptions 14. Chapter 11: Project Accounting and Operations 15. Assessments 16. Other Books You May Enjoy

Managing risks, status reports, and change orders

Managing risks, change orders, and status reporting is one of the key elements of a project manager's job. Depending upon the project management methodology employed, there are things that may be beneficial to use to manage a project internally as well as communicate the project status externally.

One of the key areas a project manager will focus on is the resourcing area. This is natural, as labor costs are the primary costs that will affect a project. The Resource Reconciliation screen will provide a project manager with not only what the resources bookings are short of or in excess of but will also give them the ability to extend bookings. The following screenshot shows the Resource Reconciliation screen, and what we see here are the hours that have been assigned and booked for each of our resources:

Figure 8.12 – Resource Reconciliation screen

On a larger project, we may see this screen full...

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