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External scheduling in Project Operations

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Dynamics 365 Project Operations

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Dec 7, 2022

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  • The blog post discusses the introduction of external scheduling in Dynamics 365 Project Operations as an alternative to Project for the web.
  • External scheduling allows users to create, update, and delete data in tables related to Work Breakdown Structures (WBS) in Project Operations.
  • To enable external scheduling, users need to unhide the "Scheduling Engine / msdyn_scheduler" column on the project main form and select external scheduling for a new project.
  • The limitations of external scheduling are listed in the Learn's docs article and should be considered when using this feature.
  • Users can create data in WBS tables manually by creating project buckets, project tasks, and project task dependencies.
  • Customization of the model-driven app is required to include scheduling columns in the OOTB forms of WBS tables for manual testing of external scheduling.
  • Tasks created by external scheduling can be tracked using the Tracking tab on a project row, and data in WBS tables can be edited freely.
  • There is a known issue with start and end dates in the tracking grid, and a fix for this bug is scheduled for February 2023. The database values for start and end dates should be considered the sources of truth until then.
  • External scheduling is a complex feature that requires testing and configuration, and it adds to the effort of an implementation project. Custom scheduling logic and considerations for things like work hour templates and resource assignment contours need to be taken into account.

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