{"id":13540,"date":"2018-11-28T18:18:24","date_gmt":"2018-11-28T12:48:24","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=13540"},"modified":"2018-11-28T18:18:24","modified_gmt":"2018-11-28T12:48:24","slug":"resource-reconciliation-in-project-service-automation","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2018\/11\/resource-reconciliation-in-project-service-automation\/","title":{"rendered":"Resource Reconciliation in Project Service Automation"},"content":{"rendered":"

Introduction: <\/strong><\/h2>\n

With the release of Dynamics 365 v9.0 Project Service Automation has become more powerful in terms of project management capabilities, PSA version 3 has a new feature added called \u201cReconciliation View<\/strong>\u201d which is available on Unified Interface.<\/p>\n

In this blog, we will explore the new feature of reconciliation view of PSA and its resource scheduling capabilities in brief. Before moving ahead, let\u2019s understand the use of Reconciliation view.<\/p>\n

For any project, it is very important to manage the project team members efficiently, means resource booking and their dedicated task assignments should be perfectly aligned.<\/p>\n

Ideally, the project manager should be able to align the resource booking as per the task assignments they have for them, which will help the resource to complete the task in time. But if you see the reality, it is very difficult to do so, as in entire project life cycle resource booking changes many times based on the resource availability and also, project task assignment fluctuates based on the project priority\/deadlines.<\/p>\n

In PSA, there is a tab on the project entity called Resource Reconciliation view to help project manager to be able to reconcile the team member bookings and their task assignments for their project team.<\/p>\n

You can navigate to Reconciliation view for a project by clicking on the Resource Reconciliation tab on the project entity as shown below:<\/p>\n

\"Resource<\/p>\n

The Resource Reconciliation view shows team member, their bookings and task assignments. Each cell represents the hours which shows time phases for months, weeks or days.<\/p>\n

\"Resource<\/p>\n

As shown in the above screenshot, there are multiple timescale controls are available. Like Month, Week or Day.<\/p>\n

Note: <\/em><\/strong>The Resource Reconciliation view uses \u201cWeek\u201d timescale control as the default.<\/em><\/p><\/blockquote>\n

\"Resource<\/p>\n

You can use the calendar control to move forward and backward to change the view as per need, also at leftmost there is expander control available for each resource which will show the details of booking or assignment per resource. Please find the highlighted part above.<\/p>\n

If you look closely, then there are two types of colors\/shades which refer two below conditions:<\/p>\n

Booking Shortage:<\/h2>\n