Time recording and follow-up in Project Operations

The story

The webinar demonstrates tools and methods for time tracking and reporting in Project Operations.

What this means for the work

Participants receive a practical walkthrough of workflows in Dynamics 365 Project Operations.

The solution must ensure accurate and easy recording of working hours and provide an overview of budget usage.

The demonstration or announcement describes platform capabilities; it does not show that every organisation will obtain the same result. Forrester reported high CRM adoption but low overall satisfaction in August 2023, a useful counterweight when assessing new features.

A 2022 Forrester analysis linked weak CRM outcomes to unclear strategy, insufficient governance and poor change management. Technology has to be tied to defined processes, roles and outcomes. Training and follow-up after launch are part of the implementation.

A bounded trial is often more informative than a long feature list. Leaders can choose one process, agree what data must be recorded and measure whether the work becomes easier or more accurate. Integration, access control and long-term process ownership should be decided at the same time.

Sources and perspectives

ProsessPilotene: Time registration and project follow-up reviewed in Project Operations

Forrester: High CRM Adoption But Low Satisfaction (15 August 2023)

Forrester: Poor Change Management Kills CRM Success (3 October 2022)

Forrester: Knowing When To Migrate To An Industry CRM (26 April 2024)

Practical follow-up

Current time records make it possible to compare completed work with the plan. Project managers can combine this with budget and progress data to investigate variances. The series demonstrated the steps, while responsibility for follow-up remains with the project.

Join the discussion

Where do misunderstandings most often occur between planning and delivery in your team? Share an example from an assignment.