Project management
Business Central supports project accounting and more:
- Manage project management tasks, such as creating projects and scheduling resources.
- Provide budget information and monitor progress.
- Track machine and employee hours on projects using time sheets.
Project managers have a good overview of their projects, including the employees, machinery, and other resources they involve.
Get started with projects
Project management can be complicated. For help with getting started with project management in Business Central, go to Video: How to create a project in Dynamics 365 Business Central on the Business Central YouTube channel.
Set up projects
Before you can use Business Central to manage projects, you must set up resources, time sheets, and projects. To learn more, go to Setting Up Project Management.
The following table provides links to articles that describe typical tasks in project management.
| To... | Go to... |
|---|---|
| Create projects, assign project tasks, and prepare project planning lines. | Create projects |
| Allocate resources to projects and manage resource prices. | Use resources for projects |
| Create a time sheet with integrated project task and planning lines and post time sheet lines to a project journal. | Use time sheets for projects |
Project analytics
This section describes the analytical tools you can use to get insights into your project data.
| To... | Go to... |
|---|---|
| Analyze and monitor your project KPIs with the Power BI Projects apps. | Power BI Projects app |
| Learn about work in process (WIP). Monitoring WIP helps ensure that your financial statements are correct, and lets you estimate the financial value of ongoing projects. | Understanding WIP Methods Monitor project progress and performance |
| Explore built-in project reports. | Built-in project report overview |
To learn more, go to Project management analytics overview.
Working with projects
The following table provides links to articles that describe typical tasks in project management and accounting.
| To... | Go to... |
|---|---|
| Budget for the resources to use in projects and compare actual item and resource usage to budgeted usage. The comparison helps improve the quality and cost efficiency of future projects. | Manage Project Budgets |
| Review and record usage on various parts of your project, which is automatically updated as you modify and transfer information from project planning lines to project journals or project invoices for posting. | Record Usage for Projects |
| Purchase supplies for a project, either on purchase orders or invoices, and record item and time usage. | Manage Project Supplies |
| Post the consumption of materials, resources, and other expenses of project WIP. Monitor its financial value to maintain correct financial statements even though you post project expenses before you invoice the project. | Monitor Project Progress and Performance |
| Invoice the customer, either when the project is finished or according to an invoicing schedule. | Invoice Project |
See also
Setting Up Project Management
Project management analytics overview
Power BI Projects app
Video: How to create a project in Dynamics 365 Business Central
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