Project / Job Management Overview in Detail - Trial & Error in Business Central | Part-2 #d365bc #projectmanagement

Project / Job Management Overview in Detail - Trial & Error in Business Central | Part-2 #d365bc #projectmanagement

💁Agenda of the Video▶️: To share the Concept of Project Management.br ----------------------------------br 📍Project (job) Management : Projects are a way for us to schedule the usage of our company's resources and to keep track of the various costs associated with the resources on a specific project. br Projects involve the consumption of employee hours, machine hours, inventory items, and other types of usage that you might want to track as a project progresses.br br This notes covers the Setup of a New Project and related Tasks:br 1. Handle Fixed Pricing.br 2. Make Payments in Installments.br 3. Post Invoices from Projects.br 4. Copy Projects.br -----br Steps of the Video: br 1️⃣ Project Card - Project Task - Project Planning Lines.br 2️⃣ Create Purchase Order (if required).br 3️⃣ Create Time Sheet - Submit - Project Planning Lines.br 4️⃣ Calculate WIP - Post WIP Cost to GL - Create Sales Invoice.br 5️⃣ Check Posted Data... like: Statistics, Pages...like; Posted Purchase Receipts (GRN), Posted Purchase and Sales Invoice & Reports Usages and Others.br ------------------------------------------br 💁Business Central supports Project Accounting and related Project & Resource Ledger Entries.br it includes -br (i) Managing Project Management Tasks, such as Creating Projects and Scheduling Resources.br (ii) Providing Budget information and monitor progress.br (iii) Track Machine and Employee Hours on Projects using Time Sheets.br (iv) Project Managers have a good overview of their projects... including the employees, machinery, and other resources they involve.


User: Freelancer Madhavi

Views: 3

Uploaded: 2025-08-22

Duration: 01:42:25

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