Project
(1) Role Center 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) 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.’”
(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
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 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". 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 |
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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 to Project
Options for attach document to Project
| Option 1 | Factbox |
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| Option 2 | Action button "Attachments" |
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