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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

Understanding direct staffing models

When handled through a resource management office (RMO) or a resource manager, you typically have a designated person, or people, handling resource requests that come into the system. The handling of these requests is generally very process-driven and is controlled by demand, supply, and data.

However, there are firms that are maybe smaller in size whose practice management is more directly involved in assigning people to projects. If your firm falls into this category, this section is for you and will also include some suggestions that can help you and your resource managers as well.

For this section, a practice manager is responsible for keeping new business coming in, staffing the right team members, forecasting utilization, and tracking billability. They typically perform these functions with disparate systems and a lack of visibility. This is where the functionality of Project Operations can be helpful.

Working with backlog tracking...

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