Set up resources (Project Service)

Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

Before requesting or assigning resources in Project Service, you need to define the roles and the skill sets that your clients’ projects need. This requires some configuration on your part:

• Add resource skills

• Set up proficiency models

• Add resource roles

• Configure resource roles

• Associate skills with resource roles

• Add resources

• Associate skills with resources

• Create a work hours template

• Apply a calendar to a resource

• Configure additional parameters settings

See Also

Configure Project Service