Creating a task plan in Dynamics 365 Project Operations is a crucial step for project managers who wish to streamline their project planning process. The Task Plan Generation feature allows users to generate plans based on the requirements of a project, ensuring that all tasks are accounted for and properly scheduled. Here's a step-by-step guide on how to use this feature:
Task 1: Access Dynamics 365 Project Operations
Log in to your Dynamics 365 account.
Navigate to the Project Operations module from the Dynamics 365 home page.
Task 2: Create a New Project or Select an Existing One
To create a new project, go to the "Projects" section and click on "New."
Fill in the necessary details such as project name, customer information, and start and end dates.
If you're working on an existing project, simply select it from the list of projects.
Task 3: Open the Project Task Plan
Within the project record, navigate to the "Task" section.
This will open the project’s task plan where you can view existing tasks or add new ones.
Task 4: Generate Task Plan
Look for the "Copilot - Task Plan" feature within the "Task" section.
Task 5: Review and Adjust the Generated Task Plan
Review the generated tasks to ensure they meet the project's requirements.
Adjust any tasks manually if needed, including changing durations, dependencies, or assigning resources.
Task 6: Monitor and Update the Task Plan as Needed
As the project progresses, monitor the task plan for any changes in scope or schedule.
Update the task plan as required to reflect any new tasks, changed deadlines, or completed activities.
By following these steps, project managers can efficiently generate and manage task plans in Dynamics 365 Project Operations, leading to better project outcomes and enhanced team productivity.
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