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Dynamics 365 Community / Blogs / Day to Day Dynamics 365 / Dynamics 365 Project Servic...

Dynamics 365 Project Service Automation: Video blog covering resource bookings in PSA

Views (2808)
apa Profile Picture apa 8,284 Moderator

Tested on:
Dynamics 365 version 9.0


After a Project Contract and a Project have been set up, it's time to book resources for our Project's tasks. This video blog covers resource bookings in Dynamics 365 Project Service Automation and walks you through the different steps to get the correct resources started on your Project. The features covered on this video are:

- Work Breakdown Structure and how resource bookings are related to it
- WBS Task Modes
- Resource Requirements
- Generic Resources
- Specify Pattern to edit a requirement's contour
- Project Team Members
- Schedule Board

Disclaimer: 
All the ideas reflect my personal opinions and findings unless otherwise stated.

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  • apa Profile Picture apa 8,284 Moderator
    Posted at

    Hi thogue. Hmm what is the solution version of PSA that you are running? A good place to check is the D365 admin center. All these features are standard OOTB features so you should be able to access them. I suggest upgrading PSA to the latest version in your dev environment first and if you still can't see them, a Service Request to MSFT would be the way to proceed.

  • thogue Profile Picture thogue
    Posted at

    I recently upgraded D365 to V 9.0.1.621, and my PSA doesn't look like yours.  The Scheduling board doesn't match and Specify Pattern is not available.  When you choose the record to book, I only have Hard Book as an option.