Schedule modes in Project Operations
Problem Definition: It has always been a confusion for the Project Manager to choose between the Schedule modes, whether it should be a Fixed effort, Fixed duration or a fixed unit project. And the primary reason behind it was, that most of the PM wanted to a have a fixed duration/unit project without impacting the effort they have added to that specific task. This was not possible earlier, as the OOB formula to calculate the effort, duration or unit, would only respect one fixed value (effort, duration, unit). Solution: With the new release wave feature named “Include effort-driven schedule modes” it now possible to have a fixed duration As you can see, in the above image the efforts changed the moment an additional resource was tagged to the task. As you can see, in the above image the efforts were not impacted even when an additional resource was tagged to the task. As you can see, in the above image the efforts & duration changed the moment an additional resource was tagged to the task. As you can see, in the above image the efforts were not impacted even when an additional resource was tagged to the task, and the duration value changed. Conclusion: This feature will help the Project Manager to have duration/unit as a schedule mode without impacting the efforts, which might be useful for different Projects across various industries. Thank you, Sankalp for your valuable inputs for this blog!
How to view what you’ve missed in the timeline?
Introduction: The “What you’ve missed” feature in the timeline enables users to promptly identify records they haven’t viewed. This enhances their efficiency by allowing them to prioritize and scroll through relevant records as necessary. Description: In situations where multiple users collaborate on the same opportunity, it’s common for various individuals to make updates to the timeline. This feature proves invaluable by ensuring you stay informed about any missed updates and providing clarity on the progress of the opportunity. Upon returning to the timeline, missed activities are prominently featured at the top, marked with a distinctive blue vertical line. Easily access these activities by opening them directly or smoothly scroll past them. In the provided screenshot, when a user updates the timeline, the post is marked with a blue vertical line for another user. Even after updating the timeline, unread posts may move down the list, but the blue vertical line persists until the post is read. Conclusion The timeline feature enhances collaboration by highlighting missed updates, ensuring users are promptly informed, and facilitating easy access to unread posts marked with a persistent blue vertical line, promoting clarity and efficient communication. 1 Blog post keywords Sales, Timeline, D365, Highlight post on Timeline 2 Purpose/intention of the post Stay updated on Timeline with missed updates 3 Potential headline View what you have missed in Timeline 4 Blog post outline 5 Category 6 Blog post type 7 Featured image Thank you, Surbhi! for your valuable inputs!