D365 Project Service AutomationOverbooking Bookable Resources in D365 PSA v3
While booking resources, you often don’t pay attention to how much capacity the resource has.
Or rather, you are aware, but you want to book the resource anyway (only to change later on, which I don’t recommend.)
In that case, if you are trying to overbook a resource out of their capacity, you are treated with this message below –
Why this occurs?
This is because of the Work Hours defined for the Resource. Rather, what Work Hour Template is assigned to that resource. Now, let’s say, you are trying to book someone for 8 hours on top of their already booked 2 hours
If you switch to the Hours view, you’ll see the availability marked by white cells. Grey meaning, unavailable.
Remember, this is even said in the error message when you tried to click Book.
Of course you can do this, but you should have a very strong reason to overbook resources. 🙂
Switch to Evenly Distribute Hours to allow the resource to be booked on top of the existing one.
And this should be fine, but it will appear in red indicating that the resource is overbooked. Say, 10 hours (on top of already booked 2 hours) – exceeding the 9 hours total limit.
You should rather Propose Book the resource, this way, the booking will exist and won’t bloat the schedule board. And then, you can decide later to do something with it.
Front Load – Proposed
Now with combination of Front-Load and Proposed, you should be able to Book for only the remaining capacity
Evenly Distributed – Proposed
With Evenly Distributed Proposed, you should be able to exceed the capacity and even Propose for the full time you want.
Hope this quick tip helps! 🙂