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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Resources instead of e...
Finance | Project Operations, Human Resources, ...
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Resources instead of employees/workers on hour transactions?

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Posted on by Community Member

As I understand it, soon you have to use resources instead of employees/workers in hour journals? Is that correct?

I will like to know more, where can I find more about it?

I do not hope, that customers must create both worker and resource? Will hour cost and sales price setup still be setup on / from worker? What are the benefits from that change etc.? 

When is it?

Regards Torben

  • Suggested answer
    apa Profile Picture
    apa 8,284 Moderator on at

    Torben Hildebrandt Jensen do you mean time entries with hour journals? Assuming that you do, ProjOps and PSA both have a concept of Bookable Resource. These BRs can be system users, accounts and contacts. The following page describes BRs. ProjOps/PSA doesn't have its own docs page for BRs so the Field Service docs page is the closest match:
    https://docs.microsoft.com/en-us/dynamics365/field-service/set-up-bookable-resources

    Cost and sales prices are set up in cost and sales price lists:
    https://docs.microsoft.com/en-us/dynamics365/project-service/basic-pricing

  • Seo Links Profile Picture
    Seo Links 10 on at

    Human resources managers and collaborators portal del colaborador can save hours of work and frustration on a daily basis, managing to improve shift and staffing processes, document requests or reminders.

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