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Microsoft

Create projects in Microsoft Dynamics 365 Business Central

Microsoft via Microsoft Learn

Overview

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  • 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.

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

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