D365 PSA Resource Management
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Transcript of D365 PSA Resource Management
Indusa | 2017
Dynamics 365 - Project Service Automation
Resource Management
Nikita SinhaFunctional Consultant, Dynamics CRM
Manan ThakkarSr. Solutions Architect
Speaker Bios
Agenda
OverviewResource ManagementDashboardsReportsBenefits
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• Project-based organizations empowered by Project Service Automation (PSA) capabilities can improve all aspects of their business by bringing people, processes, and technology together.
• PSA capabilities provide an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. Key features include:
Dynamics 365 Project Service Automation
Estimate, quote, and
contract work
Plan and assign
resourcesEnable team collaboration
Capture time, expense, and progress data for real-time insights and
accurate invoicing
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PSA Overview
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PSA ModulesOpportunity Management
Enables management to understand the organizations project pipeline.
Project PlanningEnables sales and project managers to collaborate on the work proposed with the visualization of the cost, duration, and customer value.
Resource ManagementProvides visibility into the resources so that the best potential fit (skills, cost, availability, etc.) can be brought in to the project work.
Team Collaboration
Provides collaborative environment for team members to share information and collaborate.
Time and Expense Management
Enables individual consultants to accurately track their project time and expenses.
Customer Billing
Allows project managers to track, review and update and approve all project related costs.
Service AnalyticsHelps management to understand all aspects of the projects delivered, i.e. their success, cost, revenue, and other critical KPIs.
Agenda
OverviewResource ManagementDashboardsReportsBenefits
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• Management can view and filter resources based on skills and availability. This helps to assign the right people to the right projects. They can also track resource utilization and forecasting metrics.
• Resource Management capabilities helps to manage:
Resource Management
Resource Informatio
n
Role Associatio
n
Skill Associatio
n
Project Informatio
n
Project Resource Associatio
n
Resource Request
Resource Approval
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Resource Scheduling
Match resources to projects, based on the project resource requirements
Match a resource’s schedule to a project calendar, based on their availability and scheduled time off
Review the capacity of each consultant and determine how that capacity is currently used
Assign a percentage or a specific number of hours for a worker’s capacity to a project
Fulfill resource requests (book, propose, find substitute resources)
Automatically form a project team based on resources defined in a work breakdown structure
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User Tasks
Enter the resource information, and associate role and skills to resource
Match the skills and proficiencies of consultants with the right projects
Check consultants’ availability in a calendar view
View the percentage of time that your consultants are currently booked
Schedule resources for a project
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This includes:
Resource Information
AlanResource Manager
Resource – Role Association
Resource – Skill Association
Resource – Project Association
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Basic Information of the Resource
Basic information about the resource like his/her name, start date, experience gets added here.
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Associating the Role of the Resource
Associate the role/title to the resource for the future allocation in the project.
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Associating the Skills of the Resource
Give rating for the skill
Associate the defined skills and define the proficiency of the skill like – good, proficient, and familiar.
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Bookable Resource - Overview
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This includes:
Project Management
SaraProject Manager
Basic Project Information
Project Resource Association
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Add Basic Information About the Project
A project manager can add a new project and add basic information related to that.
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Step 1 : Enter required resource role and time duration
Project Resource Association
Project manager creates a team member request as per the requirement of the resource – role, skill, time, allocation method.
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Step 2 : Submit the resource request to Resource Manager
Project Resource Association
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Resource Request Approval:
Manage Resource Request
AlanResource Manager
Find best suitable resource for resource request
Propose the resource / hard book the resource
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Project Resource Association
Resource Manager can find the best suitable resource for the defined request based on the resource role, skill, and other criteria.
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Find Best Suitable Resource for Request
Based on the request filters, resources will be listed. Resource Manager can check the existing engagement of the resource and the allocated time for the existing project.
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Compare Two Resources
Resource Manager can compare two resources for the request
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Propose the Resource / Hard Book the Resource
Resource Manager can hard book the resource or propose the resource to the Project Manager.
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Propose a Resource for the Resource Request
Resource Manager can propose the resource booking to the project manager, the required hours are shown in the yellow color for the given project.
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Project – Resource Association
SaraProject Manager
Further action on resource request…
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Propose a Resource for the Resource Request
Project Manager can get the resource request status as proposed. When the Project Manager accepts the proposed resource, he/she becomes the member of the Project team.
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Accept the Proposed Resource Request
Agenda
OverviewResource ManagementDashboardsReportsBenefits
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Dashboard – Indusa PSA
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Dashboard – Indusa PSA
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Dashboard – Indusa PSA
Agenda
OverviewResource ManagementDashboardsReportsBenefits
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Project Service Reports
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Reports – Project – Practice Wise Number of Resources
Agenda
OverviewResource ManagementDashboardsReportsBenefits
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Benefits
Resource visibility
Increase business value
Save time and money
Increase project success rate
Accommodate demand
Employee satisfaction
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Indusa Overview
• Established in 1989: over 27 years of experience• Headquartered near Chicago, USA with delivery centers in India
– Anyshore: onsite, offsite, offshore, blended. You call the shots.
• Operate globally; served 500+ clients in over 14 countries• 80% of our customers stay with us for over 8 years• Over 90% of team (250+) working on Microsoft-related technology projects are
certified• Deep midmarket expertise• Experienced in license negotiation and optimization • Microsoft partner with 14 gold and silver competencies
Thank You
Indusa
IndusaITSol
INDUSA Technical Corp
Corporate Headquarters1 TransAm Plaza Dr., Suite 350Oakbrook Terrace, IL 60181, USA Tel: +1-630-424-1800
India OfficesMondeal Heights, B Block, 1st Floor,Besides Novotel Hotel, SG Highway, Ahmedabad – 380015Tel: +91-79-6682-4700
A-104, Pune IT Park,34, Aundh Road, Bhau Patil Marg,Pune – 411 020Tel: +91-20-3020 4914