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Subcontracting in Project Operations Lite Part II

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#bookingprocess

#contractworkers

#projectoperations

#resourcemanagement

#subcontracting

Dynamics 365 Project Operations

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Jun 21, 2022

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  • The article discusses subcontracting and how subcontracts are created in Dynamics 365 Project Operations.
  • It explains that quantity-based subcontracting is currently possible, meaning that a quantity purchased on a subcontract line can be used on any project.
  • The process of managing resources for subcontracting is similar to managing user-based bookable resources in Dynamics 365 Project Operations.
  • When adding generic resources to a project, the Worker Type needs to be set as Contract Worker, and only subcontract lines for time can be selected.
  • The Role of the generic resource must match the Role defined on the related subcontract line.
  • Adding a Resourcing Unit for project team members who are contract workers seems to be irrelevant when it comes to cost prices.
  • The sales price for contract workers defaults to what is set on the related project contract's price list as dimensions for the combination of role and organizational unit.
  • The article also discusses the process of staffing and booking named contract workers, as well as the configuration of the schedule board for subcontracting.Additionally, the article highlights several defects in subcontracting that will be addressed in the future, including issues with subcontract validity, booked capacity, and deleting resources from the project team.The author concludes with a list of findings and a disclaimer that the blog post reflects their personal opinions and findings.Overall, the article provides detailed insights into subcontracting and resource management in Dynamics 365 Project Operations, outlining the steps and considerations for using subcontractors on projects.

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