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A number of enhancements to the worker resource management tools in Microsoft Dynamics AX 2012 R3 make it possible to schedule workers for projects and quotations more efficiently.

• This document describes some the new major scenarios that are made possible by enhancements being introduced in Microsoft Dynamics AX 2012 R3. It is meant to provide project managers with an overview of the new options and updated workflows they can use to manage their projects.
  
  The following is a summary of the key resource management capabilities that have been introduced or improved in AX 2012 R3 to provide more effective resource scheduling and assignment:
  
  • Use visual cues, such as color-coded representations of worker availability, to speed up the process of scheduling workers in projects.
  • Form a project team by identifying project roles and competencies required for the team.
  • Search for available workers based on role requirements.
  • Align resource assignments with project schedule changes.
  • Identify schedulable resources, and schedule them on projects.
  • Rationalize team and work breakdown structure (WBS) resource assignments.
  • Assign a percentage of a worker’s capacity to a project.
  • Assign a specific number of hours of a worker’s capacity to a project.
  • Make group resource assignments.
  • Convert all soft-booked hours for a project to hard-booked hours in one step.
  • Utilize enhanced resource assignment inquiries and an Export to Excel tool.
  • Staff projects in the desktop version of Microsoft Project by using workers from Microsoft Dynamics AX.

Files

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File	Size
Worker resource scheduling in Dynamics AX 2012 R3.pdf SHA1: 2ffe48bb9271e51d1fddcc25366f46d617ae16bc	1.80 MB

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• • To view the PDF file, you will need a PDF reader, such as the free Adobe Reader.
  • For information about the system requirements for Microsoft Dynamics AX 2012, see System requirements for Microsoft Dynamics AX 2012.

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