Modify Project tab’s view in Schedule Board in PSA v3 | Quick Tip

Most common asks on Schedule Board in D365 PSA is about how we can modify the Project tab view we see?

actualTabShown

Resource Requirement Entity

The Resource Requirement entity is what controls what views are available for you on the Schedule Board –

  1. To be able to find what this view is about, you’ll need to go to the Resource Requirement entity
    viewLocated
  2. Now, if I open this record, you can make changes to this…

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Modify Project tab’s view in Schedule Board in PSA v3 | Quick Tip

Most common asks on Schedule Board in D365 PSA is about how we can modify the Project tab view we see? The Resource Requirement entity is what controls what views are available for you on the Schedule Board – To be able to find what this view is about, you’ll need to go to the Resource Requirement entity Now, if I open this record, you can make changes to this view.

Blog Syndicated with priyeshwagh777’s Permission

Author: Priyesh Wagh

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