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We would like to propose an enhancement to the Project Plan task grid in Dynamics 365 to ensure that changes from generic resources to specific named resources are accurately reflected. Specifically, we suggest the following feature:

Reflect Resource Changes: When a generic resource is created and later changed to a specific named resource in the resource assignment, this change should be reflected in the task tab or project plan tab of the Project Plan task grid.


Current Design Issue:

As per the current design, when a generic resource is created, it shows as a generic resource in the resource assignment. However, when the same generic resource assignment is changed to a named resource over resource assignment, these changes do not reflect in the task tab or the project plan tab's assigned column. This inconsistency can lead to confusion and mismanagement of resources.


Business Requirements:

  1. Accurate Resource Tracking: Ensuring that changes from generic to named resources are reflected in the task tab and project plan tab will provide accurate tracking of resource assignments.
  2. Improved Resource Management: Reflecting these changes will help project managers and team members to have a clear and updated view of resource assignments, leading to better resource management and allocation.
  3. Enhanced Usability: This feature will make the Project Plan task grid more intuitive and user-friendly, reducing the need for manual updates and checks.


Implementing this feature would significantly enhance the user experience in Dynamics 365 by ensuring that resource changes are accurately reflected in the Project Plan task grid. This improvement would lead to better resource management, accurate tracking, and overall satisfaction with the platform.

STATUS DETAILS
New