Executive

Resource Management: Dynamics 365 Project Operations vs. Adeaca PBA

For project businesses, staffing projects for optimal performance and cost is key. Oftentimes there can be multiple organizations with overlapping resource skills, available at different times. Project businesses need a solution that can help them optimize resources, efficiently navigate complex structures and drive efficiency across multiple entities.

[This is the seventh blog in a series that provides a comprehensive high-level overview of the project business functionality found in Dynamics 365 Project Operations and Adeaca PBA. See the sixth blog here.]

This blog discusses the resource management functionality in Dynamics 365 Project Operations (D365PO) and Adeaca Project Business Automation (PBA).

Download this Quick Guide: Microsoft Dynamics 365 Project Operations vs Adeaca Project Business Automation to gain a detailed understanding of the capabilities of both systems and when to use each.

Microsoft Dynamics 365 Project Operations

The original D365PO (Finance) provides a simple framework for basic staffing, meaning assigning resources to project roles manually with limited functionality.

However, D365PO (Finance + Customer Engagement) resource management functionality offers more features. Basically, it utilizes the D365 Field Service module to provide a unified resource pool that makes it easier to find the right resource, see availability and capacity, and assign resources to tasks quickly. The updated graphical interface makes scheduling simpler as well as the ability to report and see progress on tasks more easily.

D365PO does lack some key features such as inter-company resource lending. This enhanced resource management functionality demonstrates Microsoft’s move toward supporting project businesses that are primarily labor-resource intensive, such as ad agencies and consulting firms.

Adeaca Project Business Automation Resource Management

Adeaca PBA as part of Dynamics 365 Finance supports three main approaches to staffing projects.

  1. Project manager staffs each project individually from the planning form
  2. Department head or resource manager staff multiple projects via the resource dispatch board
  3. Team members assign themselves to projects via the self-staffing board

To provide project business governance to resource sharing between legal entities and between departments within a legal entity, Adeaca PBA introduces the concept of resource departments, resource loan rules and resource loan requests.

To simplify maintenance of labor rates, two additional rate attributes, grade and service line, are introduced. This provides accurate costing of labor without compromising employee salary confidentiality.

Adeaca PBA provides easy time keeping and reduces erroneous time registration by having resource assignments listed in the timesheet to generate timesheet lines with no manual entry of data beyond time spent. The team member workspace provides employees an easy overview of pending work, utilization and assigned issues. All resource conflicts and utilization degrees are monitored in real time and visualized through Sensor PointsTM, Power BI reports and various dashboards, as well as automatically sent to relevant stakeholders through Project Autopilot.

Above and beyond D365PO, Adeaca PBA adds the following capabilities (and more) to project staffing:

  • Resource conflict detection
  • Grade & service line specific cost and sales rates
  • Inter-company and inter-department resource loan management
  • Auto-assign resources to tasks based on role criteria and availability
  • Self-staffing
  • Resource dispatch board
  • Graphical representation of staffing status in the Gantt chart
  • Capacity management workspace
  • Team member workspace

Optimize Resources Across Your Portfolio

Whether you leverage resources for projects from different departments within the same company or across different companies, Adeaca PBA allows you to efficiently leverage those resources through a centrally managed resource sharing tool. Learn more about Adeaca PBA project resource management.

Download the Project Business Automation Quick Guide to learn how PBA creates a streamlined, comprehensive system for project-driven companies.

Henrik Lerkenfeld

Henrik is Adeaca's Head of Product Development. Henrik has deep roots in Microsoft Dynamics, having been part of the original Axapta ecosystem and Microsoft’s team after it was acquired. His knowledge of project industries and his systematic process design approach is a crucial component of Adeaca’s customers' success.

Recent Posts

4 Steps to Get Started with Project Business Transformation

In today’s increasingly complex project environments, businesses are facing unprecedented challenges in delivering projects on time, within budget, and according…

3 months ago

Why Project Business Transformation: Unlocking the Benefits and Value

Project Business Transformation reduces risk, increases efficiency, and enhances decision-making in your project organization. Project Business Automation is a new…

3 months ago

What is Project Business Transformation?

Project Business Transformation is a strategic digital transformation initiative designed to fundamentally change how projects are managed and delivered in…

3 months ago

AI in Project Management: Cutting through the Hype

There is so much hype around the use of AI in project management. What is the reality? Join Chief Category…

8 months ago

Is Your Project Business Ready for Risk?

In the dynamic landscape of project-driven enterprises, risk is omnipresent. As projects become integral components of your business strategy, the…

1 year ago

How to Manage Projects by Exception

Management by exception is a method of business management that focuses on identifying and managing cases that deviate from the…

1 year ago