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Table of Contents

1. Create Project

Info

title	TipsProject

(1) Role Centre Center helps user 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) Create a "Project" for project template that includes tasks and planning lines

(3) Task Billing Method: The default option is ‘One Customer.’ According to BC standards, the project task line dimension will not default according to the project if you choose ‘Multiple Customers. Choose Role ’”

(4) Project Archives (Job) - To find the Project Archive, please select the link "Project Archives (Job)"

(5) Terminology changed from NAV to BC

Module Name: JOB => PROJECT

Line Type: Schedule => Budget

Line Type: Contract => Billable

(6) New feature for bill to multiple customers

Change Bill to Name is not allowed
Line Dimension need to enter manually

(7) Attachment

(8) New Field: Project Manager, External Document No. Your Reference

1. Create Project

Select Job Tasks No. it needs to copy from the template, then click OK

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Step 1 - Go to ProjectStep 1 - Click [] in navigation bar.

Note: if the link not included in navigation barmenu, click Search button then enter jobs "Project" into search box. and then select related link.

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Step 2 - Create new Job by copy from template.

Select Template then choose action Process => Copy Job

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a new project

In Projects list, select action New to create a new project

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Step 3 – Enter Job information.Project Information

Enter the Project Information in General Tab. Key information is listed below. Enter other fields as required. Change the data it copied from Template. The key information for Job Card as mentioned in the table below::

Fields	Details
No. Auto Generate by system
Description	Enter the Job Description
Bill-to Customer No	Select from Customer List.
Bill-to Contact No	Default from customer, user can select another contact for the customer if needs
Project In-Charge	Select from Resource List.
Project-in Charge Phone	Default from selected Project-In-Charge
Person Responsible	Select from Resource. Responsible Person = Site Forman in project schedule excel
Person Responsible Phone	Default from selected Person Responsible To be show in project schedule excel mobile for site foreman
Project Code	If Quote confirmed and the project code is created

2. Create Job without copy data from existing record

Enter the number for the project identifier.
Project Brand	Select the Project Brand
Description	Enter the Project

1 - Select action New to create new job card

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2 - Enter Project Information

Key information for job as below:

No.

Auto Generate by system

Description

Enter the Job

Description
Bill-to Customer No	Select from Customer List

.


Bill-to Contact No	Default from customer, user can select another contact for the customer if needs

Project In-Charge

Salesperson

Select from

Resource List.

To be show in project schedule excel

Project-in Charge Phone

Default from selected Project-In-Charge

To be show in project schedule excel

Salesperson List
Person Responsible	Select from Resource

.

Responsible Person = Site Forman in project schedule excel

Person Responsible Phone

Default from selected Person Responsible

To be show in project schedule excel mobile for site foreman

Project CodeIf Quote confirmed and the project code is created

3 - Enter Job Tasks information

Key information for Job Task as below

Field Name

Remarks

Job Tasks No

For Project Schedule

Job Tasks No. = column [Item] in project schedule excel

For sorting and sub task’s purpose, suggest use 4 digit and beginning with 0100.

For Billing Schedule

Job Tasks No. = "payment for installment" show in sales invoice printout

e.g. DEPOSIT, 1ST PAYMENT etc

Description

Enter the Tasks Description

Job Tasks Type

For Project Schedule Select Heading if the tasks have sub-tasks

For Billing schedule may not have sub-tasks, remain the default Job Task Type "Posting

4 - Enter Job Planning Lines

1) Select Job Tasks

2) Select Line => Job => Job Planning Lines

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For Project Schedule

Enter the plan start date for the tasks in 1st line then enter the plan end date in end line.

For example, Task 0200 Duration from 1/28/2021 to 1/30/2021

*add line for start date and end date and enter the planning date only. No need to edit other fields.

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For Billing Schedule

Enter 1 job planning lines for each installment (i.e. Job Tasks)

Fill up the key fields below:

Field	Description
Planning Date	The planned billing date
Line Type	Billable
Type	Item
No	Select from Item Card - the item created for the payment description
Quantity	1
Unit Price	Enter the planned billing amount
Line Amount	Calculated by system

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Tips: manage job planning line for all tasks

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3. Add attachment to jobs

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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.
1. 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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List
Project Manager	Select from User Setup List

Step 4 – Enter Project Tasks Line by Copy function

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.

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Enter the "Project No" that the record is created for Template, and then click "OK" to copy the Project Tasks.

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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 from Project Planning Line

1 - Create Purchase Order for the Project Planning Line
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.* Image Added

3. Add attachment to Project

Options for attach document to Project

Option 1	Factbox
	click on the Image Addedicon to show the Factbox select the "Attachments" tab click on the link for the number of attachments Image Added
Option 2	Action button "Attachments"
	Open the Project Card, select action Project => Attachments Image Added