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Microsoft Dynamics 365 Project Operations

You're reading from   Microsoft Dynamics 365 Project Operations Deliver profitable projects with effective project planning and productive operational workflows

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Product type Paperback
Published in May 2021
Publisher Packt
ISBN-13 9781801072076
Length 298 pages
Edition 1st Edition
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Author (1):
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Robert Houdeshell Robert Houdeshell
Author Profile Icon Robert Houdeshell
Robert Houdeshell
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Toc

Table of Contents (17) Chapters Close

Preface 1. Section 1: Foundation and Framework of Project Operations
2. Chapter 1: Introducing Project Operations FREE CHAPTER 3. Chapter 2: Using the Microsoft Dynamics 365 Framework for Success 4. Chapter 3: The How-Tos of Setting Up Project Operations 5. Section 2: Project Sales through Delivery
6. Chapter 4: The Account Manager – Project Selling 7. Chapter 5: Project Contracts and Pricing 8. Chapter 6: Practice Manager Functions – We Won the Contract! What Now? 9. Chapter 7: Resource Manager – Staffing for Success! 10. Section 3: Project Delivery through Operations
11. Chapter 8: Managing the Project to Success! 12. Chapter 9: Team Member Activities 13. Chapter 10: Approvals and Exceptions 14. Chapter 11: Project Accounting and Operations 15. Assessments 16. Other Books You May Enjoy

Summary

In this chapter, we engaged with the practice management needs of the Project Operations system by first taking a look at staffing models and how they are constructed. There are a number of decision points within this chapter that will drive the overall productivity of the system.

As we look into direct staffing models, we see that a practice manager will typically use this model to directly staff team members based upon project fit, team member skills, and experience.

Centralized staffing requires a lot more setup, but enables a resource management office to take data-driven information and match team members to projects.

Resource forecasting provides a practice manager with a forward-looking view of the team's performance. Resource forecasting allows a practice manager to see which problems may come up in the future. It also allows a resource manager to see the same problems, and provides a forum to drive resource matching.

Resource utilization shows how...

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