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

Managing risks, status reports, and change orders

Managing risks, change orders, and status reporting is one of the key elements of a project manager's job. Depending upon the project management methodology employed, there are things that may be beneficial to use to manage a project internally as well as communicate the project status externally.

One of the key areas a project manager will focus on is the resourcing area. This is natural, as labor costs are the primary costs that will affect a project. The Resource Reconciliation screen will provide a project manager with not only what the resources bookings are short of or in excess of but will also give them the ability to extend bookings. The following screenshot shows the Resource Reconciliation screen, and what we see here are the hours that have been assigned and booked for each of our resources:

Figure 8.12 – Resource Reconciliation screen

On a larger project, we may see this screen full...