how to Switch the Project to Internal Scheduling in Dynamics 365 project operation

Ning Xiang 0 Reputation points Microsoft Employee
2024-09-23T15:06:31.67+00:00

in Dynamics 365 project operation, it is set as external scheduling by default. I want to switch to internal scheduling in Dynamics 365 project operation. How can I configure ?

thanks!

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  1. Kiran P 3,960 Reputation points Microsoft Vendor
    2024-09-24T08:05:40.7633333+00:00

    Hi Ning Xiang,

    Thank you for reaching out to us on Microsoft Q&A forum. 

    Transitioning from External to Internal Scheduling in Dynamics 365 Project Operations.

    To transition from external scheduling to internal scheduling in Dynamics 365 Project Operations, please follow these steps:

    Access Project Operations: Log into your Dynamics 365 environment and navigate to the Project Operations module.

    Navigate to Settings: Click on the Settings area in the navigation pane.

    Locate Field Scheduling Settings: Find the Field Scheduling section, typically found under Project Management or Resource Management settings.

    Update Scheduling Type: Look for the option labeled Scheduling Mode or Scheduling Type.

    Change the setting from External Scheduling to Internal Scheduling.

    Configure Internal Scheduling Parameters: Review and adjust any necessary parameters for internal scheduling, including work hours, resource availability, and task assignments.

    Save Your Changes: Make sure to save your modifications after updating the scheduling type.

    Test Your Configuration: After setting up internal scheduling, create a test project or task to verify that the internal scheduling operates as intended.

    Note:

    • Please ensure that you have the necessary permissions to implement these changes by consulting with your system administrator. It is important not to proceed without proper authorization.
    • Confirm that you have the necessary permissions to implement these changes.
    • If your team is used to external scheduling, consider providing training on the effective use of internal scheduling.
    • After the switch, review resource assignments to ensure they are consistent with your new configuration.

    If you have found the answer provided to be helpful, please click on the "Accept answer/Upvote" button so that it is useful for other members in the Microsoft Q&A community.

    Thank you.


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