Project
12 TopicsNew Flow Templates for Project for the web
We have released two new Power Automate Flow templates for Project Managers and Team Members to help you be more productive with Project for the web. You can also use these templates to explore how to build more Flows with data from Project for the web.25KViews5likes36CommentsCopying projects in Project for the web
We are pleased to share that we've added the ability to copy projects in Microsoft Project for the web. We built this feature to address your feedback to allow you to reuse projects and repeat workflows. With Copy Project, you can now easily duplicate projects to get started even faster.20KViews7likes24CommentsUsing Resource Bookings with Project for the web
As a new feature in Project for the web, Bookings enables you to book resourcestoa project and ensure resources are not overloaded with too much work from too many projects. You can find this feature in theResource Scheduling app, which is automatically installed on environments that have Project. The example belowillustratesthe overflow on what this feature can do for you: A project manager determines their resource needs for a project, whichin this case isa lawyer for 2 months anda designerfor 1 month. The project manager createstworesourcerequestsone for each resource that is needed. They canprovidemore detailsorkeepithigh level, depending on howtheteam chooses to work. Ex. They couldrequesteithera lawyer or a lawyer with expertise in contracts and arbitration. The resource manager sees therequestsfor the lawyer and designer. Theycheck theschedule boardtosee which resourcesmeetthose needs (both dates and skills)andare available. Then,the resource managerfulfillthe project manager’s requestsby bookingaspecificresource for each request. The project manager now has dedicated resources for their project. Through reporting, the resource managers and project managers can both ensure resources are being used based on their bookings. Schedule Board showing resources and their availability. To use Resource Scheduling, you will need to configure your environment, update your resourcesso they have associated skills,and most importantly,ensure alignment with your team of project and resource managers.Make surethe entire teamis using the feature and monitoring their resource usagefor the process to work. At a minimum, we recommend you make the following updates: Update the resource form so you can specify skills and roles for resources. Update the project drilldown so the Team tab shows up. Add the Hard Booked Hours column to the table. This will allow the project manager to see how much time they have booked compared to how much time they have assigned. Update the security roles forusersusing Bookings. To create a request,users will need the requirement and resource request set of security roles. To book a resource, the user will need the roles associated with Bookings. There areadditionalcustomizations you can dosuch as creating flows around requests and resource fulfillment, reports to oversee resource bookings versus usage,and more. Note: This article is about using Project for the web with the feature Bookings which is a part of theDynamicsResource SchedulingApp. This is not about Microsoft Bookings.18KViews6likes6Comments