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We implemented D365 PSA 12 months ago for our construction business to track and manage projects and project team member resourcing.
Project entity - msdyn_project
Proejct team entity - msdyn_projectteam
When adding and/or deleting project team members, either a named resource or a generic resource, if the duration of the requirement is 6 months (eg - 1/1/2020 to 30/6/2020) it takes 15 seconds to save the addition or deletion, if the duration of the requirement is 12 months (eg - 1/1/2020 to 31/12/2020) it takes between 30 and 35 seconds to save the addition or deletion, if the duration of the requirement is 18 months (eg - 1/1/2020 to 30/6/2021) it takes between 50 and 60 seconds to save the addition or deletion.
As we are unable to change the from and/or to date of the resource requirement it is a very slow process to manage changes to resource allocations.
We also sue the schedule board to make these changes but that is equally as challenging as the maximum period of time that can be shown on the schedule board is 12 months and many of our construction projects run longer that 12 months.
Does anyone in the D365 community experience the same or have an explanation/recommendation on this challenge we have?
If I would have been in your state I would have checked if there is any plugin Registered on the above entities :
- Project entity - msdyn_project
- Project team entity - msdyn_projectteam
I would have checked this by Disabling the sdk Steps .
Thanks for the response. We have a 3rd party vendor that manages our development and configuration as we do not have in house D365 developers.
We do have plugins on on the project entity that are managing specific data scenarios and behaviours on the project form.
Are you saying that if we disable those plugins and tested the addition and deletion of project team members we would expect to see improvement in the save time?
Yes, Try after disabling those.
Hi Michael Hogan AUS.
First off about plugins. It's worth checking if there are custom plugins but when it comes to the out-of-the-box ones for Project Service, they should NOT be permanently disabled for neither of the beforementioned entities. It is an extremely bad idea to disable the OOTB plugins beyond an odd stress test in PSA, unless you are 100 % sure what they do. Even in the case of an odd stress test, the proper environment to do such an operation is your development or test environment.
As to your issue about performance. Are you using PSA V2 (classic web client) or V3 (Unified Interface)? I did some testing in my V3 environment and while my results can't be compared with yours, they hopefully point you in a direction that helps you optimize performance. In general, creating a Bookable Resource Booking of or in excess of a year does take time. This is because D365 creates multiple Bookable Resource Booking records which then sum up to the duration you have indicated. What's a BRB record then? It's a record that is created when a Project Team Member with an Allocation Method other than "None" is created. Please see photos below.
An alternative method to resourcing in PSA V3 is Resource Assignments. Example: You have a Project Task with a duration of 365 days. When you assign a Bookable Resource on that task, a resource assignment is created (note that this works differently if you use PSA V2!). Resource assignments are created a lot faster in the background - there is only a single record created to reflect the assignment. Will this be visible on the Schedule Board? No, because this is a Resource Assignment and not a Bookable Resource Booking. Please feel free to reach out to me offline if you want to discuss this in more detail.
Quickfire test results:- Create a PTM with an Allocation Method of Full Capacity for a duration of 1 year: Between 25 and 50 seconds, varying test by test.- Delete the previously mentioned PTM record: Between 20 and 55 seconds, varying test by test.- Create a PTM with Allocation Method of None for a duration of 1 year: Immediate results.- Assign a Bookable Resource on a task with a duration of 294 days: Immediate results (assignment on grid and Resource Assignment Record)
Thanks for this information.
We are using V3 but had the same experience in V2.
We do have custom plug in's that are required for specific form and field behaviours.
Ultimately we need the bookings to appear on the schedule board and we need to assign allocation methods other than 'none'.
You've noted that 'creating a Bookable Resource Booking of or in excess of a year does take time', however we find that adding or deleting a record of 3 months duration takes 7-12 seconds, 6 months duration takes 15-20 seconds. While this does not seem to be along time when there are numerous changes to make for a single project from a user perspective it generates a lot of wasted time waiting for commits to complete.
We currently have a Microsoft support case being worked on in relation this. Dependant on the Microsoft support answer we will need to review the custom plug in's i suspect to determine if one in particular is causing the delay.
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