Tuesday, June 19, 2018

Resource Requirement Record For Project Team Members in Dynamics 365 PSA

Resource requirement is the record that dynamics users are using to schedule resources against projects. Just like in work orders, resource requirement record gets created when you create a project team member. 

It's important to know that this record does not get created when you directly assign a resource from a project as a project team member. That is from project team member section if you create a record giving an actual resource as the team member, a resource requirement record will not be created. This is, because there is no need for this as an actual resource has been created already and a dynamics user will not have to find resource for this.

When you create a generic resource, dynamics will create a resource requirement for that team member. This can be scheduled against resource from the schedule board. When you schedule a resource against such requirement, dynamics will create

  • Bookable Resource Header to summarise the work
  • Bookable Resource Booking record for each day, resource is schedule to be working
  • Update the fulfilled and remaining duration of the resource requirement record.

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