Progressus Setups

Use these links to view help files related to setup for Progressus.

Installing the Progressus Extension in Microsoft Dynamics 365 Business Central

1. Once the Microsoft Dynamics 365 Business Central application is installed, choose the icon, enter Extension Marketplace, and then select the related link

2. Select the Search box and type Progressus.

3. Choose the Progressus version for your location: Progressus US, Europe or Canada.

4. Select Free Trial

   Note

   The Progressus Version can be found by selecting “Details + Support” before the installation.

5. Use your Microsoft AppSource credentials when you receive the pop-up message "Sign in to Microsoft AppSource".

   Important

   Ensure you are signed in to your Business Central application as an administrator so the Progressus extension can be installed.

6. Select a Language and click Install in the Extension Installation page that opens.

7. Click OK to the message "We are installing the extension. You can view the progress on the Status page".

   Tip

   To check the status of the extension installation, return to the Extensions page, select Manage > Deployment Status. The Status field will indicate the current status (i.e., In Process, Completed). You can also select the link with the package Name and get more detailed information about the status of the deployment.

Project Role Overview

Responsibilities and viewing of data in Progressus

1. Resource Admin:

   • Selected on the User Setup page.
   • Full rights to see all Resources and update all fields on the Resource Card.
   • Ability to create, edit, or delete Resources.

2. Project Executive:

   • Project Executive role is assigned to the User on the Resource Card.
   • Full ability to view, create, edit, or delete processes and data in Progressus.
   • Usually assigned to Accounting and Project team members with broad responsibilities across all Projects.
   • Ability to view, create, edit, or delete Resources, when assigned as Resource Admin in User Setup.
   • Ability to approve all Timesheets and Expense Sheets on any level.

3. Project Manager and/or Person Responsible:

   • Project Manager role is assigned to the User on the Resource Card.
   • Ability to see and update the Project Card for the Projects they are assigned as the Project Manager and/or Person Responsible.
   • Ability to see and update the Project Tasks for the Projects they are assigned as the Project Manager and/or Person Responsible.
   • Ability to see and update budgets for the Project they are assigned as the Project Manager and/or Person Responsible.
   • Can only see their Resource Card in the Resource List.
   • Ability to approve Timesheets and Expense Sheets of their Project in Level 1 approval.

4. Line Manager 1 and Line Manager 2:

   • Line Manager or Line Manager 2 role is assigned to the User on the Resource Card.
   • Ability to see Resources List and the Resource Card for Resources they are assigned as the Line Manager or Line Manager 2.
   • Ability to see and update timesheets for Resources they are assigned as the Line Manager or Line Manager 2.
   • Ability to approve the Timesheet or Expense Sheet for Resources they are assigned as the Line Manager or Line Manager 2.

5. Accounting Manager:

   • Accounting Manager role is assigned to the User on the Resource Card.
   • Primary role is invoicing.
   • Contract processing, including approval, change orders and invoicing.
   • Subcontract processing, including approval, change orders and purchasing.
   • Create, edit, or delete Resource Cost and Resource Price lists.
   • Time and expense entry and submission.
   • Limited Resource changes permissions.
   • Ability to run WIP calculations and post recognition.

6. Ability to View and Edit Resource Costs and Prices: Defined for each User on the Resource Card.

For more information on Permissions in Microsoft Dynamics 365 Business Central, see: Assign Permissions for Users and Groups

Role Centers

1. My Settings or Search - User Settings:

   • Access either My Settings or search for User Settings to select the Role for your User.
   • My Settings governs the page that will be displayed, when the User logs in, based on the Role assigned.

   

   • User Settings - select the User ID:

   

Available Role Centers

There are 5 Progressus Role Centers available.

Accounting Manager

Primarily used for invoicing, time entry, contract, or subcontract processing.

Line Manager

Primarily used for Resource processes.

Project Executive

Full capabilities in Progressus.

Project Manager

Primary responsibility is overseeing Projects.

Time and Expense User

Restricted to Timesheets and Expense reports creation and submission.

Users

Use the Users page to manage an individual User's account information. You choose the permissions that a User has by assigning permission sets and User Groups. You can view the User's license information, but you cannot change it.

For information on how to add or manage users in Microsoft Dynamics 365 Business Central, see:

Create Users According to Licenses

User Settings

User Settings control the look and feel of the user interface the next time the User's log in. Each User can also make their own choices in their My Settings page unless you restrict their permissions.

User Setup

The User Setup page has additional configuration choices.

Field Name	Description
User ID	Specifies the ID of the User who posted the entry, to be used, for example, in the change.
Allow Posting From	Specifies the earliest date on which the User is allowed to post to the Company.
Allow Posting To	Specifies the last date on which the User is allowed to post to the Company.
Allow Deferral Posting From:	Specifies the earliest date on which the User is allowed to post deferrals to the Company.
Allow Deferral Posting To	Specifies the last date on which the User is allowed to post deferrals to the Company.
Register Time	Specifies whether to register the User's time usage defined as the time spent from when the User logs in to when the User logs out. Unexpected interruptions, such as idle session timeout, terminal server idle session timeout, or a client crash are not recorded.
Resource Code	Specifies the Resource Code associated with the User.
Resource Administrator	Specifies if this User can act as a Resource Administrator. Resource Administrators have rights to change critical fields on a Resource Card.
Salespers./Purch. Code	Specifies the Code for the Salesperson or Purchaser for the User.
Sales Resp. Ctr. Filter	Specifies the Code for the sales responsibility center to which you want to assign the User.
Purchase Resp. Ctr. Filter	Specifies the code for the purchase responsibility center to which you want to assign the User.
E-Mail	Specifies the User's email address.
Phone No.	Specifies the User's phone number.

Email Setup

For more information about setting up email accounts to run specific Progressus processes, see: Setup Email in Progressus

Permissions Overview

There are multiple aspects to permissions to consider with the combination of Business Central and Progressus.

• Business Central assigns permissions to Users based on access to tables and objects. Example: A User is given access to view, edit, insert any records within the Jobs table.

• Progressus adds a layer of permissions that restricts the User/Resource to specific data within a table. For example, the User can access the Jobs table because of the Business Central permissions but Progressus prevents a User from accessing the Project in the Project List unless they have been given access to that Project via the Project Manager role or Project Executive role assigned on their Resource Card.

The relationship between the Business Central User and the Progressus Resource is defined in the User Setup page. When a User logs into Business Central and attempts to access a Progressus page, Progressus evaluates if they have access to the data on that page by referencing the User Setup page to identify to which Resource the User is assigned.

1. Project Executive: A Resource who is defined as a Project Executive on the Resource Card has full access to all functions and features for all Projects in the system.

2. Project Manager or Person Responsible: A Resource is assigned as a Project Manager or Person Responsible on the Project Card. Those Resources have full access to all functions and features for that specific Project. Example: create a Project, add Tasks to the Project, create budgets for the Project, approve time for the Project, etc.

   • They are restricted to Projects that they have been assigned to as a Project Manager or Person Responsible.
   • Access is given on the Project Card.
   • They can create Projects, create budgets, modify budgets.
   • They can approve the time entered against their Projects.

3. Line Manager 1 or Line Manager 2: All their activity is related to Resources. Line Manager 1 or Line Manager 2 can be assigned to a Resource on the Resource Card. The Line Manager has limited ability to edit fields on the Resource Card because those permissions are only available to a Resource Admin. The Line Manager has full access to all functions and features for that Resource. Example: enter time for the Resource, approve time for the Resource, reject time for the Resource, etc.

4. A Resource Admin is a special permission given in the User Setup page. This User has full access to all functions and features for all Resources in the system. This role is usually only assigned to 1 or 2 Users in the system.

Progressus has several tools available to delegate similar roles and responsibilities to other Users as defined above in the form of Project permissions and Impersonator.

• Impersonator: An Impersonator can be assigned to a Resource on the Resource Card which allows the Impersonator to perform duties on behalf of a Resource. These duties are limited to entry of a Timesheet or entry of an Expense Sheet. For example, Susan wants to enter time on behalf of Jim. Susan can be associated to Jim’s Resource in the Impersonator page. For more information on the Impersonator field, see: Alternates FastTab

• Project permissions: Project Permissions extend the management of permissions.

  Note

  If Resources are added to the Project Permissions page for Tasklist, Approval, or Budget selections, it provides the Resource similar permissions as the Project Manager in those areas.

• Adding Resources to the Project Permissions page with Timesheet selected restricts the Resource's access to the Project during time entry to only the Resources/Resource Groups defined in the Project Permissions page. For more information on Project Permissions in the Project Card, see: Project Card - Permission FastTab

The choice of Tasklist, Budget, or Approval in the Project Permissions page is intended to give a User the ability to do some of the Project Manager functions by giving them defined permissions on the Project. They are intended to give portions of the rights that a Project Manager would normally have.

• Tasklist: When selected, gives the Resource access to the Project Card plus the pages in the list below. The Resource can see the Project in their Project List. This gives most of the functions a Project Manager has except entering budgets.

• Budget: When selected, gives the Resource access to the budget functions on the Project. The Resource can see the Project in their Project List.

• Approval: When selected, gives the Resource access to the approval rights for that Project. They don’t see the Project in the Project List.

• Timesheet: When selected, gives the Resource rights to enter time or expenses for the Project and/or Project (if the Task field is populated). This does not give them rights to see Project in the Project List.

Project Permissions Page

The Project Permissions page defines permissions in Progressus to determine Projects and Tasks to which a Resource has access.

To edit Permissions, navigate to Role Center > Projects > Projects > highlight a Project and from the menu, select Project > Permissions.

Field Name	Description
Type	Specifies that the Resource or Resource Group indicated on the line will be able to access the Project using the Project List, Project Card, or Project Plan pages. The permissions granted for a Resource overrules any permissions granted for a Resource Group.
No,	Specifies the Resource or Resource Group being granted permissions. If this field is left blank, the permissions granted apply to all Resources or Resource Groups.
Edit Project	Specifies that the Resource or Resource Group indicated on the line will be able to access the Project using the Project List, Project Card, or Project Plan pages. If Budget or Tasklist fields are selected (True), the Edit Project field will be automatically set to selected (True).
	NOTE: The Resource or Resource Group can only view price and cost if the View Resource Costs, Edit Resource Costs, View Resource Prices, and Edit Resources Prices are true on the Resource Card > Permissions FastTab. For more information on this, see: Permissions FastTab
Task Code	Specifies, if a Task Code is entered, the Resource or Resource Group permissions are limited to that Task Code. If the Task Code field is left blank, the Resource or Resource Group has permissions to the entire Project.
	IMPORTANT: The choice of Tasklist, Budget, or Approval is intended to give a User the ability to do some of the Project Manager functions by giving them defined permissions on the Project.
Tasklist	Selecting the Tasklist option gives the highlighted Resource or Resource Group access to the Project Card. The Resource or Resource Group will be able to see the Project in their Project List. Selecting this option gives most of the functions a PM has except entering budgets. If a Resource is setup with Tasklist permissions, then permissions are required for other processes. For example, you must also setup Resources with Timesheet selected to allow Resources to enter their time to the Project. When this option is selected, the highlighted Resource or Resource Group has access to the following:
	- Delete unused lines
	- Get template
	- Save template
	- Resource Prices
	- Resource Costs
	- Expense Sheet entry
	- Invoice Setup
	- Milestones
	Related Tasks
	- Related Customer
	- Dimensions
Timesheet	Specifies, if selected (True), that the Resource or Resource Group has access to Timesheet Entry and Expense Sheet Entry pages. This gives rights to enter time or expenses for the Project and/or task (if the task field is populated). Selecting Timesheet Project does not enable the Edit Project field. Resources will be automatically added to the Permissions page with Timesheet selected if the Add Project Permissions based on Budget field in the > Project Card > Budget FastTab is set to selected (True) and a Resource is added to the budget.
Approval	Specifies, if selected (True), that the Resource or Resource Group has access to Time Approval and Expense Approval pages for the Project. Selecting Approval does not enable the Edit Project field. If a Resource is setup with Approval permissions, then permissions are required for other processes. For example, you must also setup Resources with Timesheet selected to allow Resources to enter their time to the Project.
Budget	Specifies, if selected (True) that the Resource or Resource Group has access to the Budget functions . If a Resource is setup with Budget permissions, then permissions are required for other processes. For example, you must also setup Resources with ‘Timesheet’ selected to allow Resources to enter their time to the Project. The features the User will have access to include the following:
	- Budget Matrix for Resources, Items, Expenses and Resource Groupsentries.
	- Budget Repeating
	- Split Resource Group Budget
	- Budget Version
	- Copy from other Project
	- Move Date Formula
	- Recalculate budget
	- Budget Matrix with Capacity
	- Budget Journal
	- Budget Entries
	- Create/Change Active Budget Version
	- Transfer Budget Entries
	- Budget Planning Update
	- Budget Matrix with Calendar
	- Budget Matrix by Resource
	- Rolling Budget
	- Swap Resource
	- Payment Plan
	- Create Project Quote
Assigned From	Specifies where the permission assignment originated. The data in this field is auto-filled (and not editable) based on the process that created the permission entry. Options include:
	Manual: Permissions are manually assigned by the User.
	Budget: Assigned when a Resource Budget Entry is created for a Project.
Project PM	Assigned from Project Card > Project Manager field.
Project Person Responsible (PR)	Assigned from Project Card > Person Responsible field.

Expense Sheet Setups

For information on Expense Sheet Setups, see: General Overview of Expense Sheet Setups