D365 F&O: Assigning Project Resources
In this video.
We'll assign resources to a project using the variety of methods.
So we've already created a.
Project which we can see is not currently staffed. We can assign a resource directly from here by simply adding a role.
We can then choose the role from here and see the matching resources.
Or we can open the booking calendar.
This again shows the matching resources for that role. We can expand.
Our choice and specify.
And here we can see the availability.
And the details of existing bookings.
And if we wish to book, we can soft or hard book to various capacities.
By using this toggle we can ignore the specified standard working hours and assign to hours outside the stamped calendar.
Another way to resource the project is through.
A work breakdown structure.
So we'll import our very basic.
And we'll use this to resource our project.
We have to publish it first of all.
And we can do this in a number of ways. We can do this.
Manually by launching the cooking form again.
And seeing who's valuable and.
Soft or hard assigning.
Or we can do this automatically.
Simply by clicking and here the system chooses the available resource that matches the required role.
We can also generate a team for the entire WBS.
So only return to our.
Project main page. We see this is now sourced and we have to fulfil the resources.
And we can do that all from this page here.
So by role we can.
Book by simply assigning and then move on.
To the next row.
And once again, book according to the availability calendar.