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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Resource replacement o...
Small and medium business | Business Central, N...
Answered

Resource replacement on job task

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Posted on by Hicham OE 109

HI Experts 

After checking documentation, I cannot see any mention about alternate resources on job or job tasks.

Let's say I have a resources on multiple task, in multiple project, and this resource tooks a leave for one month.

Is there a standard possibility to automate reassignment during the resources leave at resource level, or at least at job level (reassign task job by job)

Thank in advance for all.

Hicham

I have the same question (0)
  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 235 User Group Leader on at

    This is not a standard feature, it would require a customization.

  • Suggested answer
    JAngle Profile Picture
    JAngle 159 on at

    If it is just a planning requirement you may consider this app: appsource.microsoft.com/.../PUBID.netronic|AID.visual-jobs-scheduler|PAPPID.9a08bc1f-7ac9-4671-b212-9076b2869e80

    This app allows for more planning capabilities. I believe one is to plan at resource group level thus avoiding reallocations: appsource.microsoft.com/.../pubid.progressussoftware|aid.progressusus|pappid.770fc3a0-ddab-43aa-93a5-6430f34f1b77

  • Hicham OE Profile Picture
    Hicham OE 109 on at

    thank you for confirming that this feature is not part of the standard.

    I finally could workaround it that by creating a new field "Second responsible" at project level, that will replace the ressource  in tasks assigned for the leave time periode of the person responsible ( in our company, the person responsible is the person who has the project task assigned), but only for job planning line not having time not posted and no Job Ledger entry.

    Unfortunately, on modifying the resource on a job planning line, we loose the quantity so we have to store them before changing the resource this give me the chance to create a column on job planning line in order to store the original quantity (loosed on changing the resource, or when we work more than expected, keeping the usage Link On)

    Regards,

    Hicham

  • Hicham OE Profile Picture
    Hicham OE 109 on at

    thank you for your reply Josh.

    I think it is better to submit an enhancement for increase collaboration in Standard Business Central. It really deserve it.

    I did a simple customization described in Kim posted replies.

    have a nice day,

    Hicham

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