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Estimate project sales and costs when a bookable resource fills multiple roles for a project

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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.

Project-based companies often have the need for one resource to perform multiple roles on a project. Each of these roles could be priced and costed differently, which means the same resource's time on the project could get a different financial estimate depending on the bill and cost rates for each of the roles. Project Service Automation allows the setup of the values on the team member record for the named resource and allows for different overrides on each of the tasks that the team member is assigned to.

The following example explains how the simple override of this value allows a resource to have multiple roles on a project with different cost and bill rates.

Create tasks

Create two project tasks for 40 hours each, Task A and Task B. Select Task A as a predecessor to Task B.

Set up Role and Organization Unit for a generic project team member

  1. On the Schedule page, select the Task row for Task A.
  2. In the Resources field, select Create in the drop-down list.
  3. On the Team Member Quick Create page, specify the attributes of the generic team member who can perform this task.
  4. Select the appropriate role and organizational unit, and then select Save and Close. A generic team member is created and assigned to this task.

Repeat these steps for Task B and make sure that the role and organizational unit on the generic team member created for Task B is different than Task A.

Set up role and organization unit for a project task

  1. After you create Task A, select the task, and then select Edit task.
  2. On the Task Details page, find the Role and Organizational Unit fields, add the values that are required of a resource that would perform this task.

Note

If you are completing this scenarios using Project Service Automation demo data, select Consulting Lead for the role, and Fabrikam US as the organizational unit.

  1. Select Task B and then select Edit task.
  2. On the Task Details page, find the Role and Organizational Unit fields, add the values that are required of a resource that would perform this task. Make sure that the values in the Role and Organizational Unit fields are different for Task B from the values for Task A.

Note

If you are completing this scenarios using Project Service Automation demo data, select Network Technician for the role, and Fabrikam US as the organizational unit.

  1. Save and close the Task Details page.

Team member and estimates behavior

  1. On the Task Details page, on theTeam Member, select the two generic team Members and then select Generate Requirements.
  2. Select the team member row for Consulting Lead and then select Book. The schedule board opens and books a resource to that requirement.
  3. Select the team member row for Network Technician and the select Book. The schedule board opens and books the same resource on that requirement.

Team Member grid

On the Team Member grid, notice that the two generic team member records are deleted and have been replaced one resource. There is one set of values for that resource that shows a default set of values for Role and Organizational Unit. When you expand the row of that Team Member record, you can see distinct assignments on the team member record for both of those tasks. Each assignment row has task-specific values for Role and Organizational Unit.

Estimates grid

When you navigate to the Estimates grid, you will notice that both assignments for the same resource are priced differently. The assignment for the resource on Task A is priced using the Role attribute value of Consulting Lead. The assignment for the same resource on Task B is priced using the Role attribute value of Network Technician.