Tuesday, June 19, 2018

Product Bug in Dynamics 365 PSA for Business Closures

In Dynamics PSA we can add generic resources as team members to a project. When we add generic resources, resource requirement record and resource requirement detail record will be created in Dynamics.

When a resource requirement record is created, it takes the calendar of the generic resource in to consideration for resource requirement record. It will only create records for the days the resource will be working, resource duration worked on a day will be considered, start and end time of the resource will be taken in to consideration as well. 

If the resource is observing business closures and if the system contains business closure dates, they will be eliminated as well.

However with a recent patch business closure monitoring has been taken out and a resource requirement detail records is being created for such dates also. This is an issue as we cannot schedule such requirements against resources as they are observing business closures. I had a support ticket raised for this with Microsoft and they came back saying it is a bug in the product. They are going to fix this in the patch. This issue does not get raised if a project team member record is created directly for a named resource. 

Workarounds for this fr the time period

  • Use WBS structure to create project team members. (Ironically this creates records correctly)
  • Do a custom workflow to delete the records created for business closure dates
We have done the second option for a client, but waiting eagerly for the patch which is to be released very soon. Hopefully this will resolve the issue.



No comments:

Post a Comment

Retrieving Calendar of a Bookable Resource in Dynamics

There are occasions where we need to retrieve working days and working times of a resource in Dynamics grammatically. This is quite possible...