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Microsoft Dynamics 365 Project Operations

You're reading from   Microsoft Dynamics 365 Project Operations Deliver profitable projects with effective project planning and productive operational workflows

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Product type Paperback
Published in May 2021
Publisher Packt
ISBN-13 9781801072076
Length 298 pages
Edition 1st Edition
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Author (1):
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Robert Houdeshell Robert Houdeshell
Author Profile Icon Robert Houdeshell
Robert Houdeshell
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Table of Contents (17) Chapters Close

Preface 1. Section 1: Foundation and Framework of Project Operations
2. Chapter 1: Introducing Project Operations FREE CHAPTER 3. Chapter 2: Using the Microsoft Dynamics 365 Framework for Success 4. Chapter 3: The How-Tos of Setting Up Project Operations 5. Section 2: Project Sales through Delivery
6. Chapter 4: The Account Manager – Project Selling 7. Chapter 5: Project Contracts and Pricing 8. Chapter 6: Practice Manager Functions – We Won the Contract! What Now? 9. Chapter 7: Resource Manager – Staffing for Success! 10. Section 3: Project Delivery through Operations
11. Chapter 8: Managing the Project to Success! 12. Chapter 9: Team Member Activities 13. Chapter 10: Approvals and Exceptions 14. Chapter 11: Project Accounting and Operations 15. Assessments 16. Other Books You May Enjoy

Resource utilization tracking

Resource utilization tracking is a historical look at the time entered into the system and approved for your team members. As team members receive their project assignments, they will count on these assignments to translate to time-entry capabilities in the system.

When a team member enters their time in the system, it will go through the process of entry, submission, and approval by the project manager. When the project manager approves the time, the hours will show in the Resource Utilization screen available from the Resources or Projects areas of the system. In the following screenshot, you can see an example of missing time entries, which may help you identify who needs to have a reminder of time-entry policies:

Figure 6.16 – Resource utilization chart

Note that this view is available to be included or not included in the Security section, so you can keep this information confidential.

The view shown in Figure...

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