telecomzuloo.blogg.se - november 2022

Assigned generic resources remain assigned.Task dates are automatically moved to correspond with the movement period.When you move the schedule of existing project forward, the following happens: Actuals are not copied to the new project.Instead, they are replaced by generic resources. Real resources and their assignments are not copied.

Resource requirements for the generic resources are not copied.

Generic resources and their assignments are copied.

The project schedule and tasks are copied.

The estimated start date is copied, but can be changed.

In Project Service Automation version 3, when you copy a project, the following happens:

For any generic team members with resource requirements in the template, the requirements are not copied or generated automatically.

The start date is either the copy date or date selected by the user.

The schedule, team, and assignments are copied to the new project.

In Project Service Automation version 3, when you create a new project from a template, the following happens:

If present, references to quotes and contracts are removed.

If present, customer information is removed.

Named resources, both assigned or unassigned are removed from the team and replaced with generic resources.

Requirements for the generic resources are not copied over.

Generic resources are copied into the team and any generic resource assignments are preserved.

When you create a new project template from an existing project, the following happens: Requirements for the generic resources are not copied over.Ĭreate a template from an existing project

Generic resources are copied into the team and any generic resource assignments are copied over.

The source project’s schedule is copied into the template.

When you create a new project template from an existing template in Project Service Automation version 3, the following happens:

Create a template from an existing template You can't book a real resource to a team in a template. You can generate resource requirements for generic resources, but they can't be booked with real resources in the template. If the schedule does have assignments, they can only be for generic resources. The template can contain only a schedule and the schedule can include assignments, but they are not required. You can create a project template in version 3 similar to previous versions of Project Service Automation. The following changes have been made to project template functionality.

Transaction category - A Transaction category lookup has been added to the schedule grid and is shown by default.

Columns - You can show hidden columns by clicking Add column.

Column headers - You can hide column headers in the grid by clicking the down indicator next to the column title.A new Gannt visualization will be returning in a future update. Gantt chart - The Gantt chart is no longer present.Additional changes to the schedule include:

The control buttons in the schedule grid’s ribbon allow you to interact with the schedule similar to the previous version of Project Service Automation. However, the underlying Project Service Automation scheduling engine has not changed. The schedule now has a new surface for interaction that is both modern and accessible. The project schedule, which was known as the Work Breakdown Structure (WBS) in previous versions, has been renamed Schedule and is accessed by clicking the Schedule tab. This article provides information about the changes to user interface (UI), functionality, and terminology in Project Service Automation between version 2 or version 1 and version 3. For more information, see Project Service Automation Transition.Īpplies to Project Service app versions 2.x and 1.x Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations.