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Dynamics 365 version 8.2
I recently came across an odd feature using the Schedule Board. I had hard booked resources from the Project Team Member Associated View and had a need to change the dates and lengths of the bookings. I wanted to use the Schedule Board for this and adjusted the dates and durations of the bookings only to find out that on the Project Team Member Associated View the Booked Hours and Assigned Hours were not aligned post change. I noticed that when a task on the WBS has a duration of 1 day, PSA aligns the Assigned and Booked Hours when the respective resource is reselected from the Resources box on the WBS. When the task has a duration of more than 1, i.e. the task spans multiple days, adjusting a resource's booking duration misaligned the Booked Hours and Assigned Hours.
This seemed like an odd feature so I contacted Microsoft about it in the form of a short video describing the problem. They suggested I create a workflow which adjusts the Assigned Hours to match the Booked Hours. The solution proved to be quite simple:
The Bookable Resource Booking entity has a field Duration. When this field changes, the Booked Hours field seen on the Project Team Members Associated View captures the changes. To transmit the hours on the Assigned Hours field, a simple background workflow needs to be created. The workflow needs to fire off when the value on the Bookable Resource Booking entity’s Duration field changes. As an action, the Assigned Hours of the Project Team Member entity are to be updated with the dynamic value Booked Hours of the Project Team Member entity.
After activating the workflow I adjusted the booking dates and durations via the Schedule Board and the workflow ran as intended and fixed the problem. Big thanks to Microsoft for the suggestion!
Disclaimer:
All my blog posts reflect my personal opinions and findings unless otherwise stated.
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