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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

Substituting resources

Some projects will have a static team that will deliver a project from start to finish. Other projects—and maybe a majority in your project world—will have changes throughout the project. Some of these changes will be due to the skills and talent needed to fulfill the project's requirements. Others will be potentially due to changes in the workforce, or people leaving the company or the project.

The Team tab is how we add team members to a project. This can be seen in the following screenshot:

Figure 8.5 – The Team tab

The Team tab shows not only the team members on the project but also their roles, resourcing units, required hours, hard booked hours, and total effort. To add team members to a project, select the + New button and add a new position to the project.

After being added to the project team, you will want to go back to the Tasks tab, in Grid view, and add the team member as a resource to the...

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