Microsoft Dynamics AX Technical ConferenceFebruary 3–5, 2014Bellevue, WA

BRK456 Project Resource ManagementBabak AshtianiProgram Manager

IntroductionWe are excited to share Microsoft Dynamics AX 2012 R3 with you…• This presentation contains Microsoft confidential information• Dynamics AX 2012 R3 is pre-release software and subject to change• Microsoft provides no license, express or implied, in this presentation• Please review and respect the disclaimer included in all printed

and electronically distributed materials

Agenda• What is resource

management about?• Resource management

approaches• R3 Resource management

feature set• Demo

What is resource management about? Keep billable resources utilized

1. Visibility into resource available capacity2. Identify white spaces in resource availability 3. Tracking towards utilization KPI4. Schedule resources on billable work5. Skill gap analysis

Fulfill resource needs on a timely basis1. Visibility into demand ( resource request, sales pipeline)2. Initiate the need to hire resources or use subcontractors3. Reaching out to other resource pools to increase capacity (

geography)

Resource management approaches CentralizedLarger organizations with lots of resources

DecentralizedSmall to mid size companies, project managers use qualified resources without any formal process.

HybridResource managers resolve resource request conflicts.

Resource management featuresVisual resource

scheduling

• Visualizing availability of resources in a span of time

• Drill down in to resource assignments

• View availability in weeks, months and days

• Identifying overbooked resources

• Resource conflict resolution

• Identifying schedulable resources

Staffing projects

• Intercompany resources scheduling

• Competency matching

• Role based searching

• Forming project team

• Aligning resource assignment with schedule changes

• Advanced filters ( using resource name, org model)

• Integration with timesheets

Flexible resource capacity

allocation• Full capacity

• Hour based

• Remaining capacity

• Percentage of capacity

• Creating a resource pool per project and use it to staff the project

• Automatic assignment

• Group resource assignment

• Soft and hard bookings

Reports and Inquiries

• Resource utilizations inquiries

• Identifying booked hours and assigned hours

• Export to excel

Microsoft Project Client

• Staffing projects in Microsoft project

• Using AX resources in Microsoft project resource sheet

Demo

Babak Ashtiani

Quote to Project

Demo overview

Team Member

Client Manager

Project Manager

Project Initiation Project Execution

Create quotation

Confirmquotation

Create project

Form project

team and staff the project

Put the project in execution

Report time in

timesheet

Demo

Babak Ashtiani

Fulfilling resource requirements

Demo overview

Team Member

Project Manager

Project Execution

Sends request for resources

Looks into available capacity

Finds qualified resources

Resolve conflicts

Resource manager

Book qualified resources

on projects

Assign resources to projects

Demo

Babak Ashtiani

Use Microsoft Project to plan and staff a project

Demo overview

Project Manager

Project Initiation Project Execution

Plan a project in Microsoft project

Staff the project

Put the project in execution

THANK YOU for attending! Your feedback is extremely important, please complete an evaluation using one of the following options:

• On the fly from the mobile event app• Communications Kiosks located in the Evergreen Foyer, Grand

Ballroom Foyer and Regency Foyer

• Via the Dynamics AX Technical Conference website: www.microsoft.com/dynamics/axtechconference

DisclaimerThis presentation contains Microsoft Confidential Information. Microsoft may use any suggestions, comments, or other feedback that you provide for any purpose without obligation. This presentation is provided for informational and training purposes only. It represents Microsoft’s view as of the presentation date. Microsoft cannot guarantee the accuracy of any information after the presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted as a commitment on Microsoft’s part. This presentation is provided “as-is”.

Microsoft Dynamics AX 2012 R3 is pre-release software under development. All dates, features, and descriptions specified are preliminary, are based on current expectations, and are subject to change at any time without notice.

Sample code included in this presentation is made available AS IS.  THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF ANY SAMPLE CODE REMAINS WITH THE USER.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE (EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE) TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION.

© 2014 Microsoft Corporation. All rights reserved.

© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.