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Automatic Update Policy for Project Service
The Project Service (PS) solution will enable system-driven, automatic updates, in alignment with other Microsoft announcements that have highlighted the improved update process for Dynamics 365.
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I am setting up a PSA environment and wanted to ask if anyone has set up any automation around creating resource requirements. Most of our projects would be created from templates with generic resources already assigned to Project Tasks, and I would like to automatically create Resource Requirements for each Project Task when it is created from a template. We would only need one Resource Requirement per Project Task which we could then use on the Schedule Board.
Is there any recommended way to do this? Are there any Workflow options designed for this?
You can write a small plugin that can run to create a Resource Requirment to be created on the creation of the task.
This is what i am also doing to see the task on my schedule board.
Also, this helps you to allocate resources at task level.
You could use Microsoft Flow to Accomplish this as well. If you’re looking for a no code solution, this is what I would do (I’m not a developer and have accomplished it this way).
Thanks Scott and Kuldeep! I will start with the Flow since I am not a developer, but those are both good ideas.
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