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

© Indusa 2017. 4

• 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

© Indusa 2017. 5

PSA Overview

© Indusa 2017. 6

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


© Indusa 2017. 8

• 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

© Indusa 2017. 9

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

© Indusa 2017. 10

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

© Indusa 2017. 11

This includes:

Resource Information

AlanResource Manager

Resource – Role Association

Resource – Skill Association

Resource – Project Association

© Indusa 2017. 12

Basic Information of the Resource

Basic information about the resource like his/her name, start date, experience gets added here.

© Indusa 2017. 13

Associating the Role of the Resource

Associate the role/title to the resource for the future allocation in the project.

© Indusa 2017. 14

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.

© Indusa 2017. 15

Bookable Resource - Overview

© Indusa 2017. 16

This includes:

Project Management

SaraProject Manager

Basic Project Information

Project Resource Association

© Indusa 2017. 17

Add Basic Information About the Project

A project manager can add a new project and add basic information related to that.

© Indusa 2017. 18

Step 1 : Enter required resource role and time duration


Project manager creates a team member request as per the requirement of the resource – role, skill, time, allocation method.

© Indusa 2017. 19

Step 2 : Submit the resource request to Resource Manager


© Indusa 2017. 20

Resource Request Approval:

Manage Resource Request

AlanResource Manager

Find best suitable resource for resource request

Propose the resource / hard book the resource

© Indusa 2017. 21


Resource Manager can find the best suitable resource for the defined request based on the resource role, skill, and other criteria.

© Indusa 2017. 22

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.

© Indusa 2017. 23

Compare Two Resources

Resource Manager can compare two resources for the request

© Indusa 2017. 24

Propose the Resource / Hard Book the Resource

Resource Manager can hard book the resource or propose the resource to the Project Manager.

© Indusa 2017. 25

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.

© Indusa 2017. 27

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.

Agenda


© Indusa 2017. 37

Benefits

Resource visibility

Increase business value

Save time and money

Increase project success rate

Accommodate demand

Employee satisfaction

© Indusa 2017. 38

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

d365 psa resource management

Technology