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Finance | Project Operations, Human Resources, ...
Answered

Project Operations: Automated Resource booking?

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Posted on by 37
Morning All
 
I have a customer who believes Project Operations offers fully automated Resource Booking functionality, similar to that of the Field Services Advanced Scheduling functionality. I.e. Add a generic resource requirement with skills and the system should automatically find and book the first matching resource (skills, role, availability).
 
I cannot find any literature that proves this. Is it possible? and if so, how?
 
Thanks, a stack. 
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  • Verified answer
    Zain Mehmood Profile Picture
    4,187 Most Valuable Professional on at

    Hi @Cribbie,

    Project Operations allows you to define resource requirements using role, skills, and availability filters via the Schedule Assistant, but it doesn’t support fully automated booking like Field Service’s Resource Scheduling Optimization (RSO).

    You can:

    • Create generic requirements

    • Filter for matching resources

    • But the actual booking must still be manually confirmed — the system doesn’t auto-assign

    If full automation is a must, Field Service with RSO or a custom-developed logic would be the way to go.

    This response is based on my personal understanding and experience. It does not represent Microsoft or any official guidance. Always verify with up-to-date Microsoft documentation and release notes.

    Warm Regards,

    Zain 

     

  • Cribbie Profile Picture
    37 on at
    @Zain Mehmood, you are a super star - thank you so much.
     
    Have a great day (wherever in the world you may be :-) )

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