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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Resource allocation to...
Finance | Project Operations, Human Resources, ...
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Resource allocation to project

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Posted on by imran ul haq 3,945
Hi Friends,
 
I have a query regarding resource allocation to the project, actually I am adding the resources to the project under Project team and scheduling fasttab, while adding the resource I select the Role Id, start date and end date then in the resource drop down resource is not showing. Actually, I am trying to add the same resource to the same project but with the different role, start and end date.
 
Also, if anyone can give more information on resource display, mean on what conditions the resource list is populated, any blog or document suggestion will be helpful.
 
 
Thanks in advance.
 
 
Regards,
Imran Ul Haq
  • imran ul haq Profile Picture
    imran ul haq 3,945 on at
    Resource allocation to project
    Hi Kevin,
     
    Thanks for your reply.
     
    Actually I gone through the documents and they explain about the process only, but I want to know while selecting the resource from the drop-down, on what basis the list is displaying, first condition I know, resources are filtered based on the Role id, rest if anyone can tell.
     
    Thanks in advance.
     
    Regards,
    Imran Ul Haq
     
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Resource allocation to project
    Hi,
    Can you provide more information, such as screenshots of the set parameters, to help us better solve the problem for you?
    Microsoft's official documentation describes setting up project resources, for more details: Set up project resources | Microsoft Learn. The procedures explain how to set up a worker as a project resource in your company and how to set up an intercompany project resource. You can set it up by following the steps in the documentation.
    Best regards,
    Kevin

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