Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Microsoft Fabric, Power BI, SQL, and AI community-led event. March 31 to April 2, 2025.
Register todayThis browser is no longer supported.
Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support.
Complete the following steps to create a new project.
On the Project management page, select New project, and enter the following values:
Select Create project.
You can also assign categories for a resource as you require. The category type is either Cost or Revenue. The category type is determined by your organization. If no categories are assigned for a resource, Finance looks up the default category on hour prices for cost and revenue.
A project manager can use the project resourcing functionality to create the roles that are required for the project. Roles can be used if confirmed resources are still unknown when resources are being reserved. Roles can be temporarily reserved as planned resources, so that you can continue the project planning stages.
Scenario: Contoso was hired to complete a Time and material project that has an approved project charter. The junior project manager is still completing the scope of the project. The resource manager is currently identifying specific resources that will be reserved to work on the new project. Because of the critical nature of the project, the project sponsor requested Senior project manager as one of the roles. The resource manager must acquire the new resource and define the role in the system in case the junior project manager requires the resource information during project planning.
The following steps show how the resource manager can set up the Senior project manager role and associate resource characteristics with it. Later, the role can be used to search for available resources that match the required resource competencies.
On the Setup roles page, select New, and enter the following values:
Select Create.
Select the Senior Project Manager role, and then select Configure characteristics.
In the Characteristics type field, select Skill.
In the Available characteristics field, enter the skill to search for.
In the Characteristic type field, select Certificate.
In the Available characteristics field, enter the certificate type to search for.
On the All projects page, select the XYZ Upgrade Phase 2 project.
On the Project team and scheduling tab, select Add.
In the Role field, select Team member.
Select Book from calendar.
On the Resource availability page, select View settings.
On the Adjust view settings page, enter the following values:
In the list of resources, select a resource.
Select Hard book and Full capacity.
To help project or resource managers can drill down further on the resources that can be reserved for a project. You can associate a default role with an existing resource or a newly acquired resource. For example, when Daniel was hired, Daniel had the experience and skills to fill the Business analyst role. The resource manager assigned this role as Daniel's default role. Therefore, the resource manager added Daniel to a pool of business analysts who are available to work on projects.
During resource reservation, project managers can filter the role resources that are available to work on projects. They can use this information as one criterion when they perform multi-criteria decision analysis during resource fulfillment. They can also add other resource characteristics to the filter to search for resources that have specific skills, education, and experience for a given project.
Scenario: An approved project has started, and the Senior project manager role was reserved as a planned resource during the project planning stage. The resource manager has now acquired a resource to fulfill the Senior project manager role.
On the Resources list page, select Daniel Goldschmidt.
On the Resource role page, select New, and enter the following values:
Select Save, and then close the page.
On the Competencies tab, add the ProjectMgmt skill and the PMP certificate.
Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Microsoft Fabric, Power BI, SQL, and AI community-led event. March 31 to April 2, 2025.
Register todayTraining
Learning path
Set up projects and resources in Microsoft Dynamics 365 Business Central - Training
Do you want to set up projects in Dynamics 365 Business Central? This learning path discusses how to set up projects, journals, posting groups, resources, and timesheets.
Certification
Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate - Certifications
Demonstrate how to configure a Microsoft Dynamics 365 for Field Service implementation to maximize tools and features available while managing a mobile work force.