› Dynamics 365, Enterprise › Soft Booking Resource from Project Team Members View in PSA

Soft Booking Resource from Project Team Members View in PSA

Priyesh Wagh
Sr. Software Developer
Published on January 12, 2018
Category: Dynamics 365, Enterprise

Introduction:

In the current 8.2 version of D365 PSA, we can only Hard Book a Resource from the Project Team Member View whereas in the v9.0, we can Soft Book from the Project Team Member View from with a few extra clicks.

v8.2 – Current

  1. There is a button called Hard Book which lets you Hard Book the resource selected as shown below
  2. Then, you can plainly Hard Book the resource.

v9.0

  1. There is a generic option called as Book in the Project Team Member Associated View
  2. On clicking the same, a separate window opens with the selected Resource to Book them

Conclusion

Soft Booking from Project Team Members Associated View is not possible in v8.2 but is possible in the v9.0 version.



Leave a Reply

Your email address will not be published. Required fields are marked *

Time limit is exhausted. Please reload the CAPTCHA.

Looking for a demo?

We will get back to you very soon!
We promise.

  • This field is for validation purposes and should be left unchanged.