On the project manager side, here’s what you’ll see. They have to set resources requiring approval to be assigned to projects on the resource center (Project Online | Resource center | Edit resource page). The next steps should be done by resource managers. When the resource engagement feature is activated, you’ll notice that the Resource Plan button has disappeared. In this test tenant, the migration of 17 resource plans took one day to accomplish. The information message tells you the migration of your previous resource plans is scheduled and will run “during off peak hours” (asynchronous mode). If you’re an admin, when you connect to your Project Online tenant, you see this message:Ĭlick to go to the Additional Server Settings page and check Activate.
In order to use resource engagement, the feature needs to be activated. It’s important to note that only published resource plans will be migrated so before you start working with this feature, publish the resource plans you intend to use. In this article, I’ll walk you through the use of resource engagements. What was formerly called project resource plans will now be known as resource engagements. The resource engagement feature substitutes the resource plan feature you might know from the previous version of Project Online or Project Server. “Resource engagements,” a new feature in Microsoft Project Online, is the way project managers and resource managers come to agreement on resource allocations.
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