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You're reading from  Microsoft Dynamics 365 Project Operations

Product typeBook
Published inMay 2021
PublisherPackt
ISBN-139781801072076
Edition1st Edition
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Author (1)
Robert Houdeshell
Robert Houdeshell
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Robert Houdeshell

Robert Houdeshell has over 24 years of project operations experience, with deep knowledge of the end-to-end processes that professional services firms utilize to deliver their projects. Since 2004, Robert has worked with Microsoft Project Server and online versions that were integrating projects and ERP systems before there was a CRM-based PSA solution. In 2013, Robert's years of CRM, project, and ERP/accounting experience came together in the first end to-end professional services automation solution of its kind. Built upon the Microsoft Dynamics technologies, this cloud solution was deployed in enterprise and mid-market companies. Therefore, when Project Services was released by Microsoft in 2016, he quickly saw the value of the solution we now call Project Operations. Robert has worked with the Microsoft Project Operations solution since its beginning and has deployed the solution across multiple enterprise organizations, including a large multi-national Silicon Valley firm and a large Microsoft cloud solution partner. Robert has practical experience in enterprise and mid-size firms, helping them benefit from solution modernization. Excited about Project Operations, Robert passionately writes about his practical experience, offering solution observations and guidance for his readers to enjoy and benefit from.
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Summary

In this chapter, we engaged with the practice management needs of the Project Operations system by first taking a look at staffing models and how they are constructed. There are a number of decision points within this chapter that will drive the overall productivity of the system.

As we look into direct staffing models, we see that a practice manager will typically use this model to directly staff team members based upon project fit, team member skills, and experience.

Centralized staffing requires a lot more setup, but enables a resource management office to take data-driven information and match team members to projects.

Resource forecasting provides a practice manager with a forward-looking view of the team's performance. Resource forecasting allows a practice manager to see which problems may come up in the future. It also allows a resource manager to see the same problems, and provides a forum to drive resource matching.

Resource utilization shows how...

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Microsoft Dynamics 365 Project Operations
Published in: May 2021Publisher: PacktISBN-13: 9781801072076

Author (1)

author image
Robert Houdeshell

Robert Houdeshell has over 24 years of project operations experience, with deep knowledge of the end-to-end processes that professional services firms utilize to deliver their projects. Since 2004, Robert has worked with Microsoft Project Server and online versions that were integrating projects and ERP systems before there was a CRM-based PSA solution. In 2013, Robert's years of CRM, project, and ERP/accounting experience came together in the first end to-end professional services automation solution of its kind. Built upon the Microsoft Dynamics technologies, this cloud solution was deployed in enterprise and mid-market companies. Therefore, when Project Services was released by Microsoft in 2016, he quickly saw the value of the solution we now call Project Operations. Robert has worked with the Microsoft Project Operations solution since its beginning and has deployed the solution across multiple enterprise organizations, including a large multi-national Silicon Valley firm and a large Microsoft cloud solution partner. Robert has practical experience in enterprise and mid-size firms, helping them benefit from solution modernization. Excited about Project Operations, Robert passionately writes about his practical experience, offering solution observations and guidance for his readers to enjoy and benefit from.
Read more about Robert Houdeshell