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Dynamics 365 Project Operations

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Jun 20, 2024

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AI Summary

  • The Project Manager can assign named Resources or use a generic Resource for future planning.
  • Generic Resources hold important information like start/end dates, effort, and Resource role for transparent project execution.
  • When replacing a generic Resource with a named Resource, it generates Bookings and Assignments for reporting purposes.
  • The Assignments tab in Project Task Planning allows for detailed resource planning and contribution across the project.
  • Hours per day are based on individual Resource Work Hours calendar, with absences grayed out and locked for changes.
  • Adding more hours to a Resource increases total hours and project costs, with no validation for budget or time frame limits.
  • The Project plan shifts dynamically with changes in the Assignments tab, providing a chance for bottom-up planning.
  • The Assignments grid offers transparency and flexibility for Project Managers to plan according to their needs, with room for future improvements.

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