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Add resource roles (Project Service)

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Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

Set target utilization rates for each role. These settings determine resource availability and utilization when you’re staffing projects and analyzing actuals.

  1. Go to the resource role you want to configure the utilization for (Project Service > Resource Role).

  2. Click the down arrow next to the resource role at the top of the screen.

  3. Click Role Utilization.

  4. Click Add New Role Utilization.

  5. In the General area, fill in the fields as needed.

  6. Click Save or Save & Close.

See Also

Set up resources