- Do you want to learn how to create a new project in Microsoft Dynamics 365 Business Central? This module discusses how to enter all important information on the project card.
This module explains how to:
- Create a new project in Business Central.
- Configure the posting fields for a project.
- Enter information about the project time frame.
- Copy a project.
- Do you want to learn how to assign tasks to a project in Business Central? In this module, you learn how to create project task lines, which are necessary to post to a project.
This module explains how to:
- Learn how to structure a project with project task lines.
- Set up project task lines.
- Group several project tasks.
- Copy project task lines.
- Do you want to know how to plan resources and items for a project? If so, this module explains how to create project planning lines and how to budget a project.
This module explains how to:
- Set up project planning lines.
- Budget resources and items.
- Reserve items on project planning lines.
- Do you want to know how to set up projects for customers in foreign currencies? This module explains how to assign currencies to a project and how to specify the exchange rate calculation for costs and prices.
In this module, you will:
- Learn about the available options for setting up projects in foreign currencies.
- Assign currencies to a project.
- Specify the exchange rate calculation for costs and prices.
Overview
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Syllabus
- Create a new project in Dynamics 365 Business Central
- Introduction
- Create a new project card manually
- Copy a project
- Check your knowledge
- Summary
- Set up project task lines in Dynamics 365 Business Central
- Introduction
- Use customers on project task
- Copy project task lines
- Check your knowledge
- Summary
- Set up project planning lines in Dynamics 365 Business Central
- Introduction
- Set up a project with lump sums
- Split planning lines
- Change dates
- Exercise - Plan a new project
- Check your knowledge
- Summary
- Set up projects in foreign currencies in Dynamics 365 Business Central
- Introduction
- Set up the exchange rate calculation for a project
- Check your knowledge
- Summary