| Table of Contents |
|---|
| Info | ||
|---|---|---|
| ||
(1) Role CentreCenter helps users focus on the work that is important to them. Choose the role ‘Project Manager’ to use the role centerRole Center, which shows the relevant tasks related to the project. (2) Template - Create a project with "Project" for project template that includes tasks and planning lines as a template. (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.’” (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
(7) Attachment (8) New Field: Project Manager, External Document No. Your Reference(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 | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Note: if the link not included in navigation menu, click Search button then enter "Project" into search box. and then select related link.
| ||||||||||||||||||
Step 2 - Create a new project | ||||||||||||||||||
In Projects list, select action New to create a new project
| ||||||||||||||||||
Step 3 – Enter Project Information | ||||||||||||||||||
Enter the Project Information in General Tab. Key information is listed below. Enter other fields as required.
| ||||||||||||||||||
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.
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".
|
2. Create Job without copy data from existing record
...
1 - Select action New to create new job card
...
...
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 | 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 |
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 |
Edit the Tasks Line for the Project
|
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"
|
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.
|
3. Add attachment to Project
Options for attach document to Project
| Option 1 | Factbox |
|---|---|
| |
| Option 2 | Action button "Attachments" |
|
...
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 |
...
1) Select Job Tasks
2) Select Line => Job => Job Planning Lines
...
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.
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 |
Tips: manage job planning line for all tasks
...
...
...
3. Add attachment to jobs
...
Open the job card, then select Process, Attachment
...
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.
...
Attachments button also available in Tasks Tab Actions => Line and Attachments
...
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
