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NewDynamics 365 Project Operations

Dynamics 365 Project Operations: Restrict task assignments to project team members

Task assignments in Dynamics 365 Project Operations will be restricted to project team members only. Project managers must add resources to the project team before they can be assigned tasks, requiring a change to current assignment workflows if external resources are being assigned directly.

Action required: Review and adjust task assignment processes to ensure all resources are added to project teams before assignment; communicate new workflow requirements to project managers.

Key dates

  • <UNKNOWN> — availability (Feature status is In development; specific GA date not provided)

Microsoft's description

This feature strengthens assignment governance by limiting the resources displayed in the Assigned to column to members of the current project team. Project managers can assign tasks only to resources who have already been added to the project, instead of selecting from the organization’s complete resource list. If a resource isn’t part of the project team, the resource must first be added to the team before being assigned a task. This controlled workflow keeps task assignments aligned with the project’s defined staffing model and prevents resources from being assigned outside the established project team. This is for both Project Operations core and Project Operations connected with ERP deployment types.

View on Microsoft roadmap →