Project Management
In Business Central Dynamics 365 with the Progressus extension, you can perform common project management tasks, such as configuring a Project and scheduling a Resource, as well as providing the information needed to manage Budgets and monitor progress. You can track machine and employee hours on the project by using Timesheets. As a Project Manager, you have a good overview, not only of individual Projects, but also of the allocation of Employees, Machinery and other Resources being used in all Projects.
Before you can use Progressus to manage Projects, you must set up Resources, Timesheets, and Projects.
The following table describes a sequence of tasks, with links to the topics that describe them.
| To | See |
|---|---|
| Configure Project Setup |
Project Setup |
| Create Projects, assign Project Tasks, and prepare Project Budgets | Create Projects |
| Create Tasks for a Project | How to create Tasks for a Project |
| Configure the Task Card | Task Card |
| Configure Resources Setup to configure defaults for Resource numbering, timezones, seasonal start dates, and mail notification messages for Timesheets and Expense Sheets | Configure Resources Setup |
| Allocate Resources to Projects and manage Resource prices. | Set Up Resources |
| Create a Timesheet and post Timesheet Lines to a Project Journal. | Use Timesheets for Projects |
| Budget for Resources to be used in Projects and compare actual item and Resource Usage to budgeted Usage to improve the quality and cost efficiency of future Projects. | Manage Project Budgets |
| Review and record Usage on various parts of your Project, which is automatically updated as you modify and transfer information from Tasks to Project Journals or Project Invoices for posting. | Record Usage for Projects |
| Purchase supplies for a Project, either on Purchase Orders or Invoices, and record Item and Item Usage. | Record Purchases |
| Learn about WIP (Work in Process), a feature that ensures correct financial statements and enables you to estimate the financial value of Projects that are ongoing. | Understanding WIP Methods |
| Post the consumption of Materials, Resources, and other Expenses of Project Work in Process (WIP) to monitor its financial value and to maintain correct financial statements even though you post Project expenses before invoicing the Project. | Monitor Project Progress and Performance |
| Use the Project Dashboard to review the overall status and entries on a specific Project | Project Dashboard |
| Record Project costs for Resource Usage, Materials, and Project-related purchases on an on-going basis and invoice the customer, either when the Project is finished or according to an invoicing schedule. | Invoice Projects |
| Customer Split Billing is used to split a Project's invoices into multiple invoices to send to different customers | Customer Split Billing |
| The purpose of the Allocations Module is to provide the accounting tools necessary to calculate and post, to both the Project and the General Ledger, allocations of different types based on transactions entered in the system or previous allocations. These allocations can be based on multi-level rate structures based on specific criteria such as Project/Task/Work Type/Customer/Dimension. | Project Allocations |
| Subscription Billing & Revenue Recognition | Subscription Billing with Revenue Recognition |
| Contracts | Contracts module |
| Project Card > Permission FastTab |