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Reserve a specific worker for a project [AX 2012]

Updated: November 27, 2013

Applies To: Microsoft Dynamics AX 2012 R3

This topic describes how to assign specific workers to specific projects in Microsoft Dynamics AX. To find resources for a project, you can view a list of workers in a legal entity who are available to be scheduled for projects. Reserve a worker by creating a hard booking, which commits the worker to the project, or a soft booking, which tentatively assigns the worker to the project.

NoteNote

This topic does not apply to versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Staffing options in earlier versions of Microsoft Dynamics AX 2012

The method of reserving workers that is described in this topic is an alternative to the staffing options that were introduced in earlier versions of Microsoft Dynamics AX 2012. Those options include the following:

Reserve a worker for a project

  1. Click Project management and accounting > Common > Project resources > Resources.

  2. In the Resources list, select the worker or workers whom you want to reserve for a project.

  3. On the Action Pane, on the Project resource tab, in the Reserve group, choose the type of reservation you want to make. The following table describes the purpose of each reservation type.

    Reservation type

    Purpose

    Hard book

    Make a firm reservation for the worker in the project. When you select this option, the worker’s time cannot be reserved for other project assignments.

    Soft book

    Make a tentative reservation for the worker in the project. When you select this option, the worker’s time can still be reserved for other projects.

  4. In the Worker column, select a worker’s name.

  5. In the Project name field, select the project that you want to reserve the worker for.

  6. Depending on the reservation type that you selected in step 3, click Hard booking or Soft booking.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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