Project resource scheduling performance

Important

Dynamics 365 for Finance and Operations has evolved into purpose-built applications to help you manage specific business functions. For more information about these changes, see Dynamics 365 Licensing Guide.

Important

Functionality noted in this article is available to targeted users as part of a preview release. The content and the functionality are subject to change. For more information about preview releases, see One version service updates FAQ.

Performance issues related to resource scheduling can occur when the number of projects reaches into the thousands. To improve resource scheduling performance, a feature is available that allows users to reduce the time that it takes to launch the resource availability form. Specifically, this removes the resource capacity roll-up synchronization process and uses the ResProjectResource table to speed up the resource lookup. Note that the ResRollup table will no longer be used.

Important

If there is a dependency on either the resource capacity roll-up synchronization process or the ResProjectResource table, do not use this feature.

Enable resource scheduling performance enhancement

To enable resource scheduling performance enhancement, complete the following steps.

  1. Go to Feature management > All, and in the feature list, locate Enable project resource scheduling performance enhancement feature.
  2. Select Enable now.

Note

If you can't find the feature in the list, select Check for updates to refresh the list.

  1. Refresh your browser, and then go to Project management and accounting > Periodic > Project resources > Synchronize resource calendars capacity across all companies.
  2. Set Remove existing capacity records to Yes to remove previous data. If you want generate incremental data, set it to No.
  3. In the Period code field, select the period in which data should be generated. If you select a period code, a start and end date do not need to be defined.
  4. If you leave the Period code field blank, select specific start and end dates to generate data.
  5. Select OK.

Note

This will distribute general data to the ResCalendarCapacity table across all companies in your environment, so the batch job only needs to be run in one legal entity. The data in this batch job is needed to calculate resource capacity through the associated calendar.

  1. Go to Project management and accounting > Periodic > Project resources > Populate project resources across all companies and then select OK. This is the data upgrade script for general data in the ResProjectResource, ResCalendarDateTimeRange, and ResEffectiveDateTimeRange tables. Values for the PSAPRojSchedRole.RootActivity field are also updated. If this is not run, you will receive a warning when you try to execute resource scheduling operations.

Turn off resource scheduling performance enhancement

  1. Go to Feature management > All and search for Enable project resource scheduling performance enhancement feature.
  2. Select the feature, and then select the Disable button.
  3. Refresh your browser.
  4. Go to Project management and accounting > Periodic > Capacity synchronization > Synchronize resource capacity roll-ups.
  5. On the Capacity roll-up synchronization page, set Remove existing capacity records to Yes to remove previous data. If you want to generate incremental data, set it to No.
  6. In the Period code field, select the period in which data should be generated. If you select a period code, a start and end date do not need to be defined.
  7. If you leave the Period code field blank, select specific start and end dates to generate data.
  8. Select OK.

Note

This will distribute general data to the ResRollup table across all companies in your environment, so the batch job only needs to be run in one legal entity. This batch job is needed for all Resource Availability views. If this batch job is not run, the ResRollup data will be generated on the fly, which can take time.

Note

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