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(1) Role Centre helps users focus on the work that is important to them. Choose the role ‘Project Manager’ to use the role center, which shows the relevant tasks related to the project.
(2) Template - Create a project with tasks and planning lines as a template.(3) Project Payment by Installments - https://learn.microsoft.com/en-us/dynamics365/business-central/walkthrough-managing-projects-with-jobs#making-payments-by-installments |
1. Create Project
Step 1 - Go to Project | ||||||||||||||||||
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Note: if the link not included in navigation menu, click Search button then enter "Project" into search box. and then select related link.
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Step 2 - Create a new project | ||||||||||||||||||
In Projects list, select action New to create a new project
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Step 3 – Enter Project Information | ||||||||||||||||||
Enter the Project Information in General Tab. Key information is listed below. Enter other fields as required.
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Step 4 – Enter Project Tasks | ||||||||||||||||||
To copy the tasks from "Template", select action "Copy Project Tasks from..." in action menu. Alternatively, Go to Tasks Tab, and then click 'New" to add project tasks manually.
Enter the "Project No" that the record is created for Template, and then click "OK" to copy the Project Tasks.
The Tasks Line and related Project Planning Lines copied from the "Template". The Start Date and End Date for the tasks to be default "Work Date". Edit the Tasks Line for the Project
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Step 5 – Enter Project Planning Line | ||||||||||||||||||
To access to the project planning line, user can click on either "Start Date" or "End Date". Alternatively, user can select the Tasks then click the Action "Project Planning Lines"
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2. Create Purchase Order
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from Project Planning Line
1 - Create Purchase Order for the Project Planning Line |
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Select the Project Planning Line that needs to create a Purchase Order for the procurement process. Then select Actions => Functions => Create Purchase Order from the Action Menu. Note: To review the purchase order after created, select the Project Planning Line then select Actions => Functions => Purchase Orders from the Action Menu.
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3. Add attachment
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Open the job card, then select Process, Attachment
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Attachments page to be shows. Follow the steps below to add an attachment.
- Click on the new line. link "Select File..."to be show
- Click the link “Select File…” to select file from your disk.
- (Optional) Enter the Job tasks No. for identify the attachment is related to which tasks.
- Task Description – System shows the tasks description for reference.
- (Optional) Enter the Description for the attachment
- (Optional) Select Type from a list e.g. From Customer, Send Out etc.
- File Extension and File Type to be auto detected and fill up by system.
- User to be auto populated by system according to the login user.
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Attachments button also available in Tasks Tab Actions => Line and Attachments
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to Project
Options for attach document to Project
| Option 1 | Factbox |
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| Option 2 | Action button "Attachments" |
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To mark the Send Out Date, either select Actions, Mark Send Out or pick date from Calendar
4. Update Dimension to Job
Step 1 - Select Job from Job list then select action Job => Dimensions-single
Update Dimension (i.e. Project Code) to Job without open the Job Card
Step 2 - Select [Project] for Dimension Code then select the project no. in Dimension value code.
1) Select Dimension Code (i.e. Project)
2) Select Dimension Value Code
3) Value Posting - select Same Code
