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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 ManagerSelect 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". 

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 for the 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 jobs

1Select 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.

  1. Click on the new line. link "Select File..."to be show
  2. Click the link “Select File…” to select file from your disk.
  3. (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.
  4. (Optional) Enter the Description for the attachment
  5. (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

2Mark 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


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