Keep Projects On Time and Under Budget
In Business Central, you can perform common project management tasks, such as configuring a job 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 time sheets. As a project manager, you have a good overview, not only of individual jobs, but also of the allocation of employees, machinery and other resources being used in all projects.
1. Create, manage, and track customer projects using timesheets and advanced job costing and reporting capabilities. Develop and modify budgets to ensure project profitability.
2. Manage resource levels by planning capacity and sales. Track customer invoicing against planned or actual costs on orders and quotes.
3. Make effective decisions using real-time insights on project status, profitability, and resource-usage metrics.
Project Management (Dynamics Business Central) Capabilites
Basic Resources
- Keep track of resources and prices.
- Register and sell resources, combine related resources into one resource group, or track individual resources.
- Divide resources into labor and equipment and allocate resources to a specific job in a time schedule.
Capacity Management
- Plan capacity and sales and manage usage statistics and the profitability of resources.
- Create your plan in a calendar system with the required level of detail and for the period you need. Monitor resource usage and get a complete overview of resource capacity including availability and planned costs on orders and quotes.
Multiple Costs
- Manage alternative costs for resources and resource groups.
- Costs can be fixed, percentage based, or an additional fixed charge.
- Define as many work types as you need.
Jobs
- Track usage on jobs and data for invoicing the customer.
- Manage fixed-price jobs and time-and-materials jobs:
- Create a plan for a job with multiple tasks and task groupings.
- Each task can have a budget and can be done for whatever period you need.
- Copy a budget from one job to another and set up a job-specific price list for item and resource charges and general ledger account expenses for the customer.
- View suggested WIP and recognition postings for a job.
- Plan and invoice job in multiple currencies.
- Assign a specific job to a specific customer and invoice the job completely or partially.
- Use an assisted setup guide to set up jobs, easily enter time sheets and job journals, and use the Project Manager Role Center to access common tasks, new charts, and the list of your jobs.
- Use the Job page to access tasks, assign job ownership, and get visibility into costs and billings.
- Use the Job Quote report to quickly email a customer the price for a project.
Time Sheet
- Register time spent and get manager approval using the simple and flexible Time Sheet.
- Time Sheet integrates with Service and Project Management and can include resources.
The following table describes a sequence of tasks, with links to the topics that describe them.
To: |
See: |
| Create jobs, assign job tasks, and prepare job planning lines. | Create Jobs |
| Allocate resources to jobs and manage resource prices. | Use Resources for Jobs |
| Create a time sheet with integrated job task and planning lines and post time sheet lines to a job journal. | Use Time Sheets for Jobs |
| Budget for resources to be used in jobs and compare actual item and resource usage to budgeted usage to improve the quality and cost efficiency of future projects. | Manage Job Budgets |
| Review and record usage on various parts of your job, which is automatically updated as you modify and transfer information from job planning lines to job journals or job invoices for posting. | Record Usage for Jobs |
| Purchase supplies for a job, either on purchase orders or invoices, and record item and time usage. | Manage Job Supplies |
| Learn about WIP (Work in Process), a feature that ensures correct financial statements and enables you to estimate the financial value of jobs that are ongoing. | Understanding WIP Methods |
| Post the consumption of materials, resources, and other expenses of job work in process (WIP) to monitor its financial value and to maintain correct financial statements even though you post job expenses before invoicing the job. | Monitor Job Progress and Performance |
| Record job costs for resource usage, materials, and job-related purchases on an on-going basis and invoice the customer, either when the job is finished or according to an invoicing schedule. | Invoice Jobs |