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Project Service Automation forum
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Resource allocation to project

Posted on by 3,939
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 3,939 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
     

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