#ProjectServer and #SharePoint 2013 / 2016 June 2017 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

June 14, 2017 at 8:15 am | Posted in Administration, Configuration, CU, Fixes, Functionality, Information | Leave a comment
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The Office 2016 June 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4023935

Project 2016 June 2017 update:
https://support.microsoft.com/en-us/kb/3191934

SharePoint Server 2016 / Project Server 2016 June 2017 update: 
https://support.microsoft.com/en-us/kb/3203432 & https://support.microsoft.com/en-us/kb/3203433

The Office 2013 June 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4023935

Project Server 2013 June 2017 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/3203429

Project Server 2013 June 2017 update:
https://support.microsoft.com/en-us/kb/3203399

Project 2013 June 2017 update:
https://support.microsoft.com/en-us/kb/3191941

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the June 2017 CU.

As always, fully test these updates on a replica test environment before deploying to production.

#ProjectServer and #SharePoint 2013 / 2016 May 2017 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

June 2, 2017 at 5:24 pm | Posted in Administration, Configuration, CU, Fixes, Functionality, Information | Leave a comment
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A little later than my normal posts for updates due to vacation but here are the links for the updates. The Office 2016 May 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4020152

Project 2016 May 2017 update:
https://support.microsoft.com/en-us/kb/3191870

SharePoint Server 2016 / Project Server 2016 May 2017 update: 
https://support.microsoft.com/en-us/kb/3191880 & https://support.microsoft.com/en-us/kb/3191884

The Office 2013 May 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4020152

Project Server 2013 May 2017 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/3191912

Project Server 2013 May 2017 update:
https://support.microsoft.com/en-us/kb/3191890

Project 2013 May 2017 update:
https://support.microsoft.com/en-us/kb/3191878

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the May 2017 CU on 2013.

As always, fully test these updates on a replica test environment before deploying to production.

#ProjectServer and #SharePoint 2013 / 2016 April 2017 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

April 11, 2017 at 6:44 pm | Posted in Administration, Configuration, CU, Fixes, Functionality, Information | Leave a comment
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The Office 2016 April 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4016803

Project 2016 April 2017 update:
https://support.microsoft.com/en-us/kb/3178708

SharePoint Server 2016 / Project Server 2016 April 2017 update: 
https://support.microsoft.com/en-us/kb/3178721 & https://support.microsoft.com/en-us/kb/3178718

The Office 2013 April 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4016803

Project Server 2013 April 2017 CU Server Roll up package:
***No Server rollup package this month – install other SharePoint 2013 patches as required***

Project Server 2013 April 2017 update:
https://support.microsoft.com/en-us/kb/3191824

Project 2013 April 2017 update:
https://support.microsoft.com/en-us/kb/3178713

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the April 2017 CU on 2013.

As always, fully test these updates on a replica test environment before deploying to production.

#ProjectServer and #SharePoint 2013 / 2016 March 2017 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

March 15, 2017 at 1:38 pm | Posted in Administration, Configuration, Fixes, Functionality, Information | Leave a comment
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The Office 2016 March 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4013886

Project 2016 March 2017 update:
https://support.microsoft.com/en-us/kb/3178669

SharePoint Server 2016 / Project Server 2016 March 2017 update: 
https://support.microsoft.com/en-us/kb/3178675 & https://support.microsoft.com/en-us/kb/3178672

The Office 2013 March 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4013886

Project Server 2013 March 2017 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/3172462

Project Server 2013 March 2017 update:
https://support.microsoft.com/en-us/kb/3178625

Project 2013 March 2017 update:
https://support.microsoft.com/en-us/kb/3178650

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the March 2017 CU on 2013.

As always, fully test these updates on a replica test environment before deploying to production.

#ProjectServer and #SharePoint 2013 / 2016 February 2017 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

February 26, 2017 at 8:55 am | Posted in Administration, CU, Fixes, Functionality, Information | Leave a comment
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The Office 2016 February 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4010765

Project 2016 February 2017 update:
https://support.microsoft.com/en-us/kb/3141514

SharePoint Server 2016 / Project Server 2016 February 2017 update: 
https://support.microsoft.com/en-us/kb/3141515 & https://support.microsoft.com/en-us/kb/3141517

The Office 2013 February 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4010765

Project Server 2013 February 2017 CU Server Roll up package:
***No Server rollup package this month – install other SharePoint 2013 patch as required***

Project Server 2013 February 2017 update:
https://support.microsoft.com/en-us/kb/3141525

Project 2013 February 2017 update:
https://support.microsoft.com/en-us/kb/3141499

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the February 2017 CU.

For more details see: https://blogs.technet.microsoft.com/projectsupport/2017/02/24/project-and-project-server-february-2017-updates-released/

As always, fully test these updates on a replica test environment before deploying to production.

#ProjectServer and #SharePoint 2013 / 2016 January 2017 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

January 12, 2017 at 7:42 pm | Posted in Administration, CU, Fixes, Functionality, Information | Leave a comment
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The Office 2016 January 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/3214449

Project 2016 January 2017 update:
https://support.microsoft.com/en-us/kb/3141459

SharePoint Server 2016 / Project Server 2016 January 201 update: 
https://support.microsoft.com/en-us/kb/3141487 & https://support.microsoft.com/en-us/kb/3141486

The Office 2013 January 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/3214449

Project Server 2013 January 2017 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/3141480

Project Server 2013 January 2017 update:
https://support.microsoft.com/en-us/kb/3141484

Project 2013 January 2017 update:
https://support.microsoft.com/en-us/kb/3141470

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the January 2017 CU.

As always, fully test these updates on a replica test environment before deploying to production.

#PowerBI Gantt visualization #PPM #ProjectOnline #PMO #BI

March 23, 2016 at 10:28 am | Posted in Add-on, Customisation, Functionality, Information, Reporting | 1 Comment
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A quick post to highlight a cool new custom visual for Power BI that was released a few weeks ago by Microsoft, the Gantt visualization. This can be downloaded from the link below:

https://app.powerbi.com/visuals/show/Gantt1448688115699

Once added to Power BI Desktop this visual can be used in your Power BI reports. Below is a simple example that uses the Project Online Odata API to pull in the Project Name, Project Start Date, Project Duration and % complete:

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In the example above I have also included some other project level custom fields, one to filter the data with a slicer and one to control the colour of the project bars. There are tooltips on the project / task bars to show details:

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It also includes a “Today” line by default:

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The Gantt visualization has some configurable settings that can be found on the visualizations pane:

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You can control many formatting settings such as the date type:

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Download and take a look to build some cool project center / project detail schedule type views in Power BI! For other Power BI posts for Project Online / Microsoft PPM, see the link below:

https://pwmather.wordpress.com/tag/powerbi/

#ProjectServer 2016 is RTM #SharePoint #PS2016 #SP2016 #Office2016 #PPM

March 18, 2016 at 4:54 pm | Posted in Administration, Functionality, Information, Installation | Leave a comment
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A quick post to highlight some great news this week, Project Server 2016 RTM has been released, the announcement is here:

https://blogs.office.com/2016/03/14/sharepoint-2016-rtm-and-the-future-of-sharepoint-event/

To view what is new for Project Server 2016 see the MSDN link below:

https://msdn.microsoft.com/en-us/library/ff631142(v=office.16).aspx

Some great reasons there for those clients still using the on-premise software to upgrade from earlier versions of Project Server.

To view what has been deprecated or removed in Project Server 2016 see the link below:

https://technet.microsoft.com/en-us/library/mt422816(v=office.16).aspx

To find all of the Project Sever 2016 documentation start here:

https://technet.microsoft.com/en-us/library/cc303399(v=office.16).aspx

#ProjectOnline Resource Management Feature #PPM #PMOT #PMO #Office365 #Office2016 #PS2016 Part 2

October 29, 2015 at 1:13 am | Posted in Administration, Configuration, Functionality, Information, Installation | 1 Comment
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This is part two of the mini series on the new Resource Management feature that is being rolled out to Project Online, the first part on upgrading / activating the feature can be seen here:

https://pwmather.wordpress.com/2015/10/15/projectonline-resource-managements-feature-ppm-pmot-pmo-office365-office2016-ps2016-part-1/

In this post we take a look at what this feature has to offer from a Project Manager and a Resource Manager point of view.

For the purpose of this demo, I have created a new simple test project called “Pauls Resource Engagements Test” that can be seen below:

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I have also created two test resources, “TestRes1” and “TestRes2”, see below:

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Notice only “TestRes1” has been marked as requiring an engagement – this is to demo the different behaviour. The new field “Requires Engagements” indicates this. This is set against the resource using the new resource attribute as detailed in post 1 but can be seen below:

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Both these resources have been added to my project team. So firstly I am going to assigned the resources to those test tasks to see what happens. TestRes1 who requires the approval is assigned to Task1 and TestRes2 is assigned to Task2 and the project is saved and published. Notice the new icon in the indicator column for Task 1 only as TestRes2 on Task 2 doesn’t require the approved engagements:

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This is telling the Project Manager that the assignment is created without an approved engagement. Right-clicking on the icon gives the ability to view a new feature, “Fix in the Engagement Inspector…”

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Clicking this loads the Inspector:

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Clicking the “View Engagements conflicts in Task Usage” loads the following:

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Here the PM can easily create an engagement request using the “Create and save new engagement for this assignment’s resource” button under actions or assign the task to another resource using the “Assign the task to a different resource” button. These actions are also available without accessing the Inspector, right-clicking the icon in the indicator column for the assignment row gives these options:

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Clicking the Create new engagement option will load this dialog box:

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It will default to the Resource and the task start and finish dates. The PM then has the ability to add a description and comments plus change the allocated by options:

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Clicking OK then updates the Inspector to give the ability to submit the engagement:

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Clicking the “Submit my engagement for review” will then create the request for the Resource Manager to accept / reject. The Inspector then indicators that there is a proposed engagement that covers the assignment:

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Putting the Resource Manager hat on I will jump to the Resource Center in PWA. I select “TestRes1” in the grid then click the “Resource Requests” button on the ribbon:

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This loads the following page:

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Here I can change the views, check resource assignments, check the new capacity planning feature, edit the engagement, delete the engagement, add a new engagement or accept / reject the engagement. Firstly I will look at the new Capacity planning page:

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The default view here shows a heat map for the engagements but my test engagement doesn’t appear here and it is only proposed and not committed as I am yet to accept it. I can check the checkbox “Include proposed booking” and my engagement data will appear for this example assignment:

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There are other configuration options on the ribbon such as units, timescales and thresholds for under and over capacity. Also on this page is the ability to change the view:

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In this example I switched to the Resource Utilisation view:

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The others are similar, just show the data differently. These can be exported to various other formats uing the Download option:

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Now I will switch back to the Resource Requests page and Accept the engagement request by selecting it and clicking the Accept button:

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The Resource Manager then has the ability to add comments:

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The engagement then updates to committed:

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Putting my Project Manager hat back on, I switch back to Project Pro and I see that I still have a warning:

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To fix this I need to refresh the engagements in this project. To do that, change the view the the “Resource Plan” view and click the Engagements tab:

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Now click the Refresh button on the ribbon:

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The engagement status has now updated to Committed. Switching back to another view and the warning has been removed:

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Switching back to the Resource Plan view, the Project Manager can open the engagement and see the comments:

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Clicking in the Format tab the Project Manager can change the view settings:

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On the Engagements tab the Project Manager can create new engagements, launch the inspector, submit engagement requests for approval or refresh the engagement data:

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A new request has been created for TestRes2 called Test and the details planned using the time phased grid:

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Once submitted the Resource Manager will see this in the Resource Request page for TestRes2 – this time showing the time phased view:

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In this example, as the Resource Manager I will edit this request to add 8 hours for the 3rd, 5th and 6th November:

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Then I will click the Accept button. As the Project Manager in Project Pro, I refresh the engagements and see the changes:

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The Resource Manager can also create engagements for resources in the Resource Center using the Add Engagement button in the resource requests page:

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This gives the Resource Manager the ability to create engagements for the resources selected from the resource center grid, in this is example I only had TestRes1 selected:

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As before, the Project Manager would need to refresh the engagements in the project to see the updates.

Next up part 3 where we will look at some quick reporting options for engagements.

#ProjectOnline Resource Managements Feature #PPM #PMOT #PMO #Office365 #Office2016 #PS2016 Part 1

October 15, 2015 at 7:02 pm | Posted in Administration, Configuration, Functionality, Information, Installation | 5 Comments
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Following on from the announcement that the Resource Management feature in Project Online was being rolled out (link below), my test Project Online tenant now has this feature.

https://pwmather.wordpress.com/2015/09/24/projectonline-resource-managements-feature-rolling-out-ppm-pmot-pmo-office365-office2016/

In part 1 of this short series of posts i will provide some links for articles that explain this feature then I will look at enabling this feature on my environment and show you what happens once this feature is enabled. The later posts will look at using this new feature.

Firstly some links for this new feature:

https://blogs.office.com/2015/06/19/resource-engagements-coming-soon-to-project-2016/

http://blogs.technet.com/b/projectsupport/archive/2015/09/23/project-online-resource-management-and-capacity-planning.aspx – lots of useful links in the article

Once this feature is available to your tenant you will see the status banner like below displayed in the Resource Center page and the PWA Setting page:

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On the Additional Server Settings page you will see a check box for Activate on the “New Resource Management Features Available” setting:

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Part of this post will be to see how this changes existing resource plan data, so before I tick that setting I will just detail some of the test data I have so we can see the impact of this change.

I have a test project called “PM test project” – all these years of blogging and my imagination for dummy projects (and tasks) has not improved!

I only have one task on this project that the “Admin Admin” resource is assigned to, the admin admin resource is the only resource on the project team:

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In the resource plan for this project I have two other resources with work:

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The ProjectData APIs have the following data – quick example put together for this project in Excel:

Assignment and Assignment Timephased data:

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The rest of the Assignment Timephased data:

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I will now Activate the Resource Management features. Checking the check box gives this pop up:

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Click OK then click Save on the Additional Server Settings page – only do this when your organisation is ready to use the new features. Fully test this on a test PWA instance first before production.

Whilst this processes, this setting in Additional Server settings will update to show the status of the resource plan data:

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Once that has completed successfully the “New Resource Management Features Available” section will disappear, we can then see what has happened to that resource plan data.

Once the process is completed, the resource plan work will be deleted as can be seen in the example report from above after refreshing the data:

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That resource plan work has been created as engagement requests, see the new example report below:

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The rest of the Engagement Timephased data:

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As you can see the data from the resource plan has been copied to the engagements data. The proposed resource plan work is only a proposed engagement. The engagements feature has the following endpoints for the ProjectData API:

  • /Engagements
  • /EngagementsTimephasedDataSet
  • /EngagementsComments

We will look at these in more detail in a later post when we look at Engagement reporting.

A quick look in the “PM test project” in Project Professional 2016 and we can see these engagements, change the view to the Resource Plan then click the Refresh button on the Engagements tab to update the engagements:

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The engagements can also be seen in the Resource Center, select the resources then click the Resource Requests button on the ribbon:

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This will load the Resource Requests grid for the selected resources:

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As well the resource plan data migrating to the resource requests / engagement some other changes happen. The old Resource Plan buttons are replaced with the new Resource Plan buttons, these just open up the project in Project Pro 2016 with the Resource Plan view:

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A new resource attribute will appear on the edit resource page, this is called “Resource requires approval for all project assignments”:

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With this set the resource will require an approved engagement request for project assignments.

Also a new category permission is available, this is “Manage Resource Engagements”:

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This controls access to the resource engagements.

There is also a new Capacity planning feature accessed from the resource center, select resources and click the Capacity Planning button:

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This loads a new page with some reports / views:

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As the Resource Plans have been removed, the resource utilisation setting has moved to Project 2016 on the Project Information dialog box. This is where you can specify how the resource utilisation is calculated, either from the Project Plan, Resource Engagements or Project Plan until and specify a date.

Finally the Portfolio Strategy Analysis functionality has been updated to use the new engagements, the setting “Resource capacity impact for projects outside the analysis” has been changed to have the following options: “Only committed assignments and engagements affect capacity (recommended)” or “Committed and proposed assignments and engagements affect capacity”. The option on the setting “Project start and finish dates” has been updated to “Use Project Resource Utilization Settings”.

That’s it for the upgrade / activation part. Next up we will look at creating new resource requests and the process around that.

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