- Do you want to discover the projects and resources that are available in Microsoft Dynamics 365 Business Central? This module will help you become familiar with the project card and the resources card in Business Central.
In this module, you will:
- Learn about the projects and resources that are available in Business Central.
- Open a project list and a project card.
- Open a resource list and a resource card.
- Do you need to set up mapping between projects and the chart of accounts? This module demonstrates how to set up project posting groups with G/L accounts for WIP, project costs, and more.
In this module, you will:
- Discover how project posting groups relate to WIP methods.
- Set up a new project posting group.
- Do you need to set up project management in Business Central? This module explains how to configure the projects setup with the default WIP method book, and the default project posting group.
In this module, you will:
- Configure the default settings.
- Assign number series for projects.
- Do you need to prepare Dynamics 365 Business Central to post project usage for resources and items? This module will show you how to set up project journals.
In this module, you will:
- Discover the difference between the two types of project journals.
- Create project journal templates.
- Do you want to know how to create resources in Microsoft Dynamics 365 Business Central? This module explains how to set up people and machines as resources that you can use for projects.
In this module, you will:
- Create a new resource.
- Set up resource prices.
- Enter resource capacity.
- Analyze resource availability.
- Do you want to know how to handle time registration in Microsoft Dynamics 365 Business Central? If so, this module explains how to set up time sheets.
In this module, you'll:
- Specify which resources must enter time sheets.
- Assign time sheet approvers to resources.
- Create time sheets.
- Set up a time sheet administrator.
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Overview
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Syllabus
- Work with projects and resources in Dynamics 365 Business Central
- Introduction
- Explore a project
- Create and explore resources
- Check your knowledge
- Summary
- Set up project posting groups in Dynamics 365 Business Central
- Introduction
- Assign a project posting group to a project
- Check your knowledge
- Summary
- Configure the projects setup in Dynamics 365 Business Central
- Introduction
- Set up number series for projects
- Archive projects
- Check your knowledge
- Summary
- Create journals for projects in Dynamics 365 Business Central
- Introduction
- Create project journal templates
- Check your knowledge
- Summary
- Create resources in Dynamics 365 Business Central
- Introduction
- Create a new resource
- Set up resource costs and prices
- Set up resource capacity
- Exercise - Configure a new resource in Business Central
- Check your knowledge
- Summary
- Set up time sheets in Dynamics 365 Business Central
- Introduction
- Set up the time sheet administrator
- Enable time sheets for resources
- Create time sheets
- Use assisted setup to configure time sheets
- Exercise - Set up time sheets
- Check your knowledge
- Summary