web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Licence questions: Project Task table

(0) ShareShare
ReportReport
Posted on by 235

The Dynamics 365 licence documentation states that a Team Member is allowed to:

Project tasks: update project task status for Project Operations

1. Does that mean that once a project task record is created then the TM can update the 'status' of it having RU of CRUD?  Or does it actually refer to the Project Task Status (statecode) field?

2.Can a team member update a custom field on that table?

Thanks

Ged

I have the same question (0)
  • Suggested answer
    Spalanidurai Profile Picture
    45 on at

    1. Project Task in PO can be completed by submitting Timesheet for the task and then Approve timesheet. Need to submit the timesheet for estimated effort time to mark a task as 100% complete

    You can create custom field in Project task table, But that cannot be added to Task Gantt view. To update the status, you need to open task details and change the status.

    We are using Bucket as alternate option. Create buckets for each status, this allows you to add the field in Task Gannt view. Also board view helps to move/change the task status easily

    2. Team Member can update project tasks as per license guide. We haven't tried Team member license. Instead we built custom Team App for Project members and used Scheduling API to update Project task. You can also distribute planner task via Power Automate for Team members. When user complete planner task, Power Automate can update PO task. Unfortunately planner does not support custom fields.

    https://go.microsoft.co...m/fwlink/?LinkId=866544&clcid=0x409

    Record time and expense entries as progress is made on a project
    Expense: approve
    Create and approve project timesheets
    Project Resource Hub: apply for a project, report time and expense for projects
    update project tasks, update own resource competencies

  • ghdunn Profile Picture
    235 on at

    Thanks Spalanidurai for a very thorough answer...I will explore your suggestions.  I am just going to keep this open to see if anyone else responds.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 664 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 522 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 303 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans