Scheduling a project task in Microsoft Dynamics 365 Project Service Automation

September 27 2018

Resource allocation is the process of assigning and scheduling available resources in the most effective manner. It helps you to select the best available resources for your projects and manage them throughout the work, so you can avoid under or over utilization of your employees.

The most complicated part for any project manager (PM) after planning the work breakdown structure (WBS) is allocation. We will look at how to do allocation on a project task in Microsoft Dynamics 365 Project Service Automation (PSA).

Typically project managers allocate team members on the tasks they are supposed to perform. These tasks in the WBS are prepared while planning the project. But when it comes to D365 PSA, it works wonders! We do not allocate resources on to project tasks, but instead we book them for a certain duration on to the project under a certain role and PSA takes care of the allocation.

Though this behavior can be tweaked to suit the normal needs of a PM, we need to take into account several other steps to attain allocation of resources at the task level. Let's check it out.