Identify and assign qualified workers to projects

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The topics in this section describe how to use the resource scheduling tools in Microsoft Dynamics AX to identify qualified and available workers in your organization and reserve or assign them for work on one or more projects.

Note

For more information about how to schedule workers in projects in Microsoft Dynamics AX 2012 R2, see the white paper Microsoft Dynamics AX 2012 R2 – Resource scheduling in Project management and accounting.

For more information about how to schedule workers in projects in AX 2012 R3, see the white paper Worker resource scheduling in MIcrosoft Dynamics AX 2012 R3.

Worker resource scheduling

About resource management for projects

About redistributing manually assigned hours for a work breakdown structure in AX 2012 R3

Set up worker attributes

Specify basic project schedule details

Reserve a specific worker for a project

Key tasks: Assign workers to projects based on availability

Key tasks: Create a schedule based on a project in Microsoft Dynamics AX 2012

Key tasks: Create a schedule based on a project in Microsoft Dynamics AX 2012 R2

Key tasks: Create a schedule based on a project in AX 2012 R3 or AX 2012 R2 CU7

Assign workers to tasks manually in a work breakdown structure in AX 2012 R3