Note: Once resource is booked to its full capacity then even if you try to book for additional hours (let say 1 hour as highlighted in green) then you would not be able to do so. 9 hours can be scheduled, as shown in below screenshot:Īs ‘ Booking Status = Hard’ and ‘ Booking Method = Front Load Hours’ only remaining 6 hours booked successfully though you were trying to book for additional 8 hours on top of booked 3 hours. Now, when you click on ‘Yes’ button on above error message, you will experience that only max. defined capacity is 9 hours).Īs in our scenario we are trying to book resource for 8 hours which is already booked for 3 hours. The error message would appear as shown below as you are trying to book out of capacity of the resource (Max. Click on Book button as shown in below screenshot: Booking Method – Scenario 1:Ĭontinue booking the above resource for 8 hours with ‘ Booking Status = Hard’ and ‘ Booking Method = Front Load Hours’ (highlighted in purple). Now let us look into different Booking Method capability and its impact while booking the resource on schedule board. Note: You can see the available bookable hours to be booked at any time by simply navigating from ‘Daily View’ to ‘Hourly View’ as shown below:Īs depicted in above screenshot, Total Capacity of this resource = 9 hours, already booked hours = 3 hours and the remaining capacity available for booking = 6 hours. Once booked, the impact of booking would appear on schedule board as shown in below screenshot:
Suppose the requirement of this resource is to be booked for 3 hours, then simply book the same with ‘ Booking Status = Hard’ and ‘ Booking Method = Front Load Hours’ (highlighted in purple). In UCI, Navigate to Projects→Schedule Board→and search for the resource which needs to be booked for project, let say in our scenario ‘Test Project’.Īs shown in below screenshot, let’s schedule the resource ‘Test1 Analyst1’ for below highlighted date:
Further in this blog we would look into different scenarios with different booking methods and the ability to exceed or not to exceed max. In this blog, we will explore the PSA V3 schedule board booking capability for Dynamics 365 CRM Unified Interface version 9.x and above. Many times it happens that while booking the resource on schedule board we do not pay much attention in how much capacity the resource actually has.
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