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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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Toc

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

Understanding centralized staffing models

A centralized staffing model requires a firm to have a solid identification of their resources, roles, skills, and certifications. Over time, resource managers learn who is skilled where, and there is a considerable amount of internal knowledge that builds up.

However, even resource managers take time off! When they do, replacing their skills is not easy! In larger firms, knowing who to assign a project to becomes difficult (if not totally untenable) without a solid foundation of data-driven tools.

Let's take a look at the characteristics (skills and certifications) for William Michaels. William can do a multitude of things for the firm, as we see in the following screenshot:

Figure 6.7 – Team member characteristics

William also works in two roles, with two different billing rates for customers, as illustrated in the following screenshot:

Figure 6.8 – Team member roles

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