Add resources (Project Service)
Important
Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.
Applies to Project Service app versions 2.x and 1.x
Add resources so you can book them for projects. Resources can include users, contacts, accounts, groups, or equipment—anything that you might want to include in your project scheduling and invoicing.
You can assign resources to organizational units if you need to have different costing and pricing for resources for different divisions in your company.
Go to Project Service > Resources.
Click New.
Select the Resource Type, and then select the settings you want for each field.
Click Save to save the record so you can continue editing it.
To add a skill for the resource, click + under Resource Skills.
In the screen that pops up, fill in the fields as needed and click the Save button at the bottom right corner of the screen.
Continue adding skills as necessary.
To add a resource role, click + under Resource Role.
When you’re done making changes, click Save at the bottom right corner of the screen.