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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

Resource utilization management

As is the case with many services companies, team members are sometimes overbooked. The following screenshot shows how Louisa Hernandez has been overbooked for the first 3 weeks of the month of March:

Figure 7.14 – Schedule board showing an overbooking for Louisa

There are options here that resource managers know they can take advantage of, including moving the work to Ruvika Marisamy, who has some availability during the required timeframe. Furthermore, this work can be pushed out to the month of May to enable Louisa Hernandez to be the assigned team member, as shown in the following screenshot (with the Schedule board, this is a drag and drop of the booking to the new date):

Figure 7.15 – Schedule board showing the booking reassigned for May

From a 30,000-foot view, a resource manager can see the overall usage of their resources, open requirements, and team availability in one screen&...

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