D365 F&O: Assigning Project Resources

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In this video.

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We'll assign resources to a project using the variety of methods.

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So we've already created a.

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Project which we can see is not currently staffed. We can assign a resource directly from here by simply adding a role.

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We can then choose the role from here and see the matching resources.

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Or we can open the booking calendar.

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This again shows the matching resources for that role. We can expand.

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Our choice and specify.

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Additional characteristics.

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And here we can see the availability.

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And the details of existing bookings.

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And if we wish to book, we can soft or hard book to various capacities.

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By using this toggle we can ignore the specified standard working hours and assign to hours outside the stamped calendar.

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Another way to resource the project is through.

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A work breakdown structure.

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So we'll import our very basic.

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And we'll use this to resource our project.

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We have to publish it first of all.

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And we can do this in a number of ways. We can do this.

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Manually by launching the cooking form again.

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And seeing who's valuable and.

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Soft or hard assigning.

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Or we can do this automatically.

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Simply by clicking and here the system chooses the available resource that matches the required role.

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We can also generate a team for the entire WBS.

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So only return to our.

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Project main page. We see this is now sourced and we have to fulfil the resources.

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And we can do that all from this page here.

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So by role we can.

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Book by simply assigning and then move on.

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To the next row.

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And once again, book according to the availability calendar.