Book Image

Microsoft Dynamics 365 Project Operations

By : Robert Houdeshell
Book Image

Microsoft Dynamics 365 Project Operations

By: Robert Houdeshell

Overview of this book

Dynamics 365 Project Operations is a game-changing solution set for project-driven businesses that allows you to deliver commercially successful projects in a timely and cost-effective manner, keeping the project teams productive and collaborative. With this book, you'll find out how you can bring more value to the business by winning new projects and driving exponential revenue growth. Starting with the key principles of Project Operations, you'll understand how it improves project planning and execution. You’ll then learn how to successfully deploy Project Operations along with different integration strategies and get to grips with the best approach for sales through project opportunities, project contracts, and pricing workflow implementation. This book will guide you through setting up direct staffing and centralized staffing models and enable you to manage project changes confidently by getting hands-on with project timeline management, pricing management, resource assignments, and modifications. In the final chapters, you'll find out how to use Project Operations effectively for project accounting and finance. By the end of this book, you’ll have gained the confidence to deliver profitable projects in a well-connected organization through efficient decision-making and successful customer-client relationships.
Table of Contents (17 chapters)
1
Section 1: Foundation and Framework of Project Operations
5
Section 2: Project Sales through Delivery
10
Section 3: Project Delivery through Operations

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...