How to Configure Resource? (Episode 08)

When you install Dynamics 365 for Project Service, Resource Scheduling is also enabled that allows you to manage resources.

Resource Management Includes:

  • Working Hours
  • Resource Skills
  • Resource Roles
  • Target Utilization
  • Characteristics

Scenario:

  • For Tech Quantum – AU we are implementing Dynamics 365 Business Central.
  • We need 3 Resource Roles: Functional Consultant, Technical Consultant & Business Analyst.

Create Skills:

  • In your Project Services App. Click the change area to go to Resources.

  • Click Skills. This will list all the skill set available in the system.
  • Click New to create the following skills:
    • Business Central (Functional Skill)
    • C# (Technical Skill)
    • Business Analyst (Analysis Skill)

    There may be instances that the customer requires certifications. In that case you can create skills where the Characteristics is Certification.

    Create Roles:

    • Click Roles. This will list all the roles available in the system.
    • Click New to create the following Roles:
      • Functional Consultant
      • Technical Consultant and
      • Business Consultant
    • While creating the Roles specify the:
      • Target Utilization for the role. This is a percentage value.
      • Click New Role Competency to add Skill set required for the Role. While specifying the role competency, you can specify the Proficiency (rating value), i.e. the level of skill/ knowledge required for the role.

    NOTE: After adding the Skills in the role, if the Name field is blank, edit the record to specify the name.