Project Buckets for Projects Tasks in Dynamics 365 Project Operations

February 4 2021

With introduction to Microsoft Dynamics 365 Project Operations, a lot of super useful features have been unveiled to get us excited for the new application. One such feature is Project Buckets, something new in Project Operations that did not exist in Project Service Automation (PSA). From a customization standpoint, the Entity Name behind the scenes is Project Buckets, and to learn what it is and how it can be used, read on!

Examining the Feature

If you are in a Project under the Tasks tab (formerly the Schedule tab in Project Service Automation), you’ll notice 3 more tabs: Grid, Board, and Timeline.

If you look at the right side in Boards (see below) you will see that it can let you group by different aspects of Project Tasks

So, Buckets is a new feature which lets you set a status to each task to imply what stage of the project it is in. You can create your Buckets in the Project Operations Project record and name them according to what suits your Project Task.

You can move Tasks across Boards to put them in the rightful buckets.

Since the Project Bucket is a separate entity, it has a lookup in Project Tasks. You can use this to Add Column on the Grid view to show what Bucket a certain task is in (shown below).

About Priyesh Wagh

Priyesh Wagh is a D365 PSA/Sales Consultant with CloudFronts Technologies. Priyesh has a penchant to dive deeper into D365 ecosystem and always strives to make using D365 easier by paying attention to details. Priyesh works closely with international clients to cater their Sales, PSA and and other D365 requirements. His ability to get conversations to a comfortable level has helped him get to clients requirements with ease.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (Customer Engagement, Finance and Operations, Business Central) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and road-map, requirements assessments, project implementation, training, migration to post go live managed services and support. The company has vast experience in digitally transforming corporates in sectors such as banking & financial services, professional services, pharmaceutical, manufacturing, F&B, retail, agro-tech, non-profit and several others. 

CloudFronts commenced its operations in the year 2012 to empower organizations around the world, do more with technology. Check out our customer success stories here: https://www.cloudfronts.com/customer-success/

Stay updated on our LinkedIn page: https://www.linkedin.com/company/cloudfronts/

More about Priyesh Wagh