Dynamics Community Forum Thread Details

Resource Scheduling in Project Management and Accounting Module Questions and Error

Hello,

I have some issues with resource workflow in D365 Project and accounting module.

Let me explain:

As far as I understood the workflow works like this:

1. Add a team member to the project

2. Specify resource hours and soft book the resource, e.g. for 280 hours

3. create a requirement --> is automatically send to the workflow.

Issue:

- Within the project team tab, the hours show 0, if you directly create the requirement.

- From my point of view it should show "soft booked" hours. Why 0?

Resource Manager:

4. can open the form "my resource requests"

5. and approve the request for 280 hours.

6. after the request has been approved the resource can be assigned to as many tasks as you want. There is no limitation to the previously approved 280 hours.

You can see, David was approved for 280 hours. After that I was able to assign different tasks to David. 280 hours were exceeded, but the system does not force me to create a new requirement. But: If I try to assign a single task, which has more that 280 hours, the system brings up a message which tells me that I have to create a requirement first.

I think this is a bug. What do you think?

And, another issue:

I understood that you can make reservations and reservere hours (hard booked). But I think if you assign more hours than you have booked, the delta needs to be added to the booked hours.

Example: 300 booked

Assigned 500

--> The booked hours should show 500.

If I look at the availability overview it didn´t show that David is overbooked. Actually David is not overbooked, he is overassigned.

There is not really a correlation between booked and assigned hours, is it?

So the resource workflow is for bookings and assigning is in responsibility of the project manager. And the project manager has to make sure, that somebody is not "overassigned"?

Is this correct?

To be honest this totally confuses me!

Maybe somebody can explain to me what is best practice here or how to use it.

And last, I can present a real error:

Does anybody know the following error and where it exactly comes from: