Project

Tips

(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

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.

Fields	Details
No.	Enter the number for the project identifier.
Project Brand	Select the Project Brand
Description	Enter the Project 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
Salesperson	Select from Salesperson List
Person Responsible	Select from Resource List
Project Manager	Select from User Setup List

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".

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

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

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

1	Click on the Start Date

2	Clear the filter for Job Task No,

3	Click Edit List to edit the Job Planning line for Tasks

3. Add attachment to jobs

1	Select Job from Navigation bar then select appropriate action button
	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
2	Mark Send Date for the attachment
	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

Page tree