Skip to main content

Notifications

Announcements

No record found.

Project Service Automation forum
Suggested answer

Resource allocation to project

Posted on by 3,937
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 3,937 on at
    Resource allocation to project
    Hi Dengliang,
     
    Thanks for your reply.
     
    Actually, I am looking for a solution in context of a D365 Finance & Operations Project management.
     
    Thanks,
    Imran Ul Haq
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Resource allocation to project
    Hi,
     
    You can refer to the following links for more information on the management and allocation of resources.
    Manage resources | Microsoft Learn
    Assign a resource to a task | Microsoft Learn
    (3) Dynamics 365 Project Service Automation: Bookings and Assignments in PSA V3 - YouTube

    Best Regards,
    Dengliang Li
     

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288,584 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,864 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans