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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

Managing the project timeline and activities

As a project manager, you may have been involved in some of the previous steps of setting up a project for your company. You may have been involved in the process of setting up a project's work breakdown structure (WBS). You may have contributed to or set up generic resources and roles that apply to a project. We are now at a point where we need to review a project's completion in detail before we begin having team members book time to it.

This includes completing the project's Summary tab and Tasks section. The Summary tab is going to have key information that will drive downstream processes. The Tasks section provides Task, Timeline, and Grid views to support your project timeline and planning needs. Therefore, let's take a look at a project's Summary tab.

Project Summary tab

A project's Summary tab shows you an overall project at a glance and gives you the highest level of information about the project...

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