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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
Your resources can use the Project Finder Mobile app on their phone with Project Service to find new projects to work on and update their skillsets.
The app is available for Apple iPhone, Android phones, and Windows Phone.
To allow users to view project resource requirements and update skills, options must be selected in the parameter settings for your organizational unit.
Note
The Project Finder Mobile app only works with Customer Engagement, not with on-premises installations.
Go to Project Service > Parameters.
Click the parameters setting you want to use for allowing the Project Finder Mobile app features.
In the General area, set Resource requirements visible to resources to Yes.
Set Allow skill update by resource to Yes.
This is a global setting. Project managers can set whether an individual project will be visible on that project's Project Team page.
Email notifications
Project Service sends emails regarding resource requests to the following recipients at the following times:
| Recipient | Event |
|---|---|
| Project manager | - A resource signs up for a project with the Project Finder Mobile app. |
| Resource | - The project work that the resource has signed up for has already been fulfilled by another resource. - The skill approval request has been approved or rejected. - The project sign-up request has been approved or rejected. |
Privacy notice
By enabling the Project Finder mobile app, you provide users in the organization with visibility into project work and the ability to sign up for work. Users can also work with the Project Finder app to view and update their skills. The Project Finder mobile app is enabled via the Project Service Parameters Setting, by setting the value of the Resource requirements visible to resources and Allow skill update by resource attributes to Yes. Changing the value of these attributes to No disables this functionality.
When using this feature, be sure to consider the following key points:
Resource requirements visible to resources. Setting this attribute to Yes provides users with visibility into project work exposes the following information about a project:
Project name
Role name
Customer name
Customer address
Work duration
Allow skill update by resource. Setting this attribute to Yes provides users with the ability to add skills to their profiles and to set their level of proficiency for the skills they add.