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Under the Resource Card, when I click on the "Costs" button from the ribbon I just get a blank window. I can click the "New" and "Edit List" buttons but nothing happens. Is there an additional setup task for this function?
I am seeing the same thing here and will be working with the team here to see what needs to be done to correct this. Based on the documentation (https://madeira.microsoft.com/en-us/documentation/projects-how-setup-resources/) you should be able to fill in the line for alternate costs for the resource here.
I will update you with what I find out and/or if there is something additional that needs to be done.
Please see our Dynamics 365 Financials Support Team Blog for helpful information:
Thank you Jennifer! I was reading through the documentation you linked and I am having trouble with allocating a resource to a job, specifically step 3, I do not see a "Show Matrix" action on the ribbon. Although if I go to "Resource Allocation Per Job" instead of "Resource Capacity" I do see that action in the ribbon. Additionally, on the Edit Resource Capacity window under the Planning tab on the ribbon, the "Set Capacity" function just brings up a blank window, even if I try to create a new entry. Did I miss a setup step for this one?
Thanks again for all your help.
Thank you for the questions.
I have looked at this documentation and agree that the steps "To allocate a resource to a job" are confusing. Jennifer and I will work to get this area of the documentation corrected too.
Let me share a couple of points of what I am seeing:
1. It is possible to define the total capacities for each Resource. This is done using the Resource Capacity action on the Resource Card. When in the Edit - Resource Capacity page, you can choose the desired View By value and then fill total units of capacity for the given period.
2. When you click on the "Resource Allocation Per Job" from the Resource Card, you can view the time allocated for this given resource. The only way that I can see to edit the time allocated for this given resource is to navigate to the Job Planning Lines and edit the Resource and Quantity values. It is possible to get there from the Resource Allocation Per Job, but it takes a bit. When in the Resource Card page, click on "Resource Allocated per Job", next click the Show Matrix. This will open the View - Resource Allocated per Job Matrix page. If the resource is already on a Job Planning Line and has a Quantity entered, then you will see a number in one of the columns--like my digit 14 below:
You can then drill down on that digit to open the Edit - Job Planning Lines. Here you could edit the lines to adjust the resource allocations.
I don't believe that you have missed any setup. It just seems that we need to tweak the documentation here in this area too.
The documentation for this functionality has been corrected. It will be available in the next monthly update.
Financials technical writer
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