Use the Schedule Board to book project resources


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

In addition to booking resources on a project from within a project, you can hard-book or soft-book resources from the Schedule Board.

Before you can book from the Schedule Board, you must create or generate resource requirements. Follow these steps to create resource requirements from the Schedule Board.

  1. If the Booking Requirements pane at the bottom of the page is collapsed, select the expander control to expand it.

  2. In the Booking Requirements pane, on the Project tab, select the requirement to book.

    Requirement selected on the Project tab.

  3. Select Find Availability to filter the bookable resources and view the available resources.

  4. Select one or more resources from the Schedule Board.

  5. In the Create Resource Booking pane on the right side of the page, enter the booking information, and then select Book and exit.

    Create Resource Booking pane for the selected bookable resource.

  6. While the requirement is selected in the Create Resource Booking pane, select one or more cells of a resource to create the booking.

    Multiple cells selected for a resource.

  7. Select Book.

The requirement is fulfilled by using the selected resource. In the Booking Requirements pane, notice that the requirement has been updated, and the resource is shown as booked on the project.

Resource booked on the project.