Resource Forecasts in Dynamics 365 for Project Service Automation

One significant benefit of using Dynamics 365 for Project Service Automation (PSA) is the structured approach to allocating project resources. Resource requests can be fulfilled quickly and effectively, which increases resource utilization and helps to deliver successful projects. Using resource requests, bookings and actuals, we can also derive a picture of what skills, roles, service lines, and other resource attributes are in demand and which may be in short supply when considering things like industry trends, opportunity pipeline and the like. In this post, I’ll walk through how to extend the set of built-in analytics that comes with PSA to gain insights in how skills and roles are distributed in your organization and how they match up against anticipated demands based on the opportunity pipeline. In the attachment there is an example of one of the views you can build with this model, and answers the question “How Does my capacity by role align to demands in my future projects”.

Please see the attached document for the steps on making the changes required to open up these capabilities.