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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'm looking to migrate projects from Project Web App to Dynamics 365 PSA. When linking the projects within PSA, Resources are not being reflected within the Schedule Board, they are appearing within the Resource Requirements Entity. I want to avoid going through the process of assigning resources individually, as it will be very time consuming.
Can anyone suggest a better solution for me to migrate Projects into PSA?
When migrating project data, you need to make sure that you have required records imported: project, project tasks, project team members, resource assignments and resource bookings for correct resources. When you have resource bookings in place, these bookings should be reflected on Schedule Board for correct resources.
Resource Booking entity and its fields are described here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/bookableresourcebooking?view=dynamics-ce-odata-9.
I hope this helps.
Here is the full list of field mappings between Project Professional and PSA. I hope it may help.
MS Project Add-In
When the MS Project Add-in is used to create a Project in PSA, the following records and fields are populated:
Specified at Publish
Estimated Start Date
Set from Project Tasks
Estimated Finish Date
Set from Project Team Members
Project Task Name
Always set to manual
MS Project Client ID
Always set to Finish-to-Start
Set as Generic Resource
Set as default role
When the MS Project Add-in is used to create a MS Project from PSA, the following records and fields are populated:
Determines hierarchy of subtasks
PSA Notification (text 30) holds warning about unsupported settings
Project Task Dependencies
Project Team Member
Position Name for generic, Bookable Resource for others
PSA Generic Resource (yes/no)
PSA Resource Org Unit
PSA Notifications; holds warning about unsupported settings
Business Applications communities