Project Management in Dynamics 365 Business Central.

everything in sight:

The Project Management section of Dynamics 365 Business Central helps you manage your jobs and deliver on time and on budget.

Create and manage jobs including time sheets centrally in your system. You can also compare quotes and actual costs at any time. Finally, you can make statements about the course of the job (e.g. profitability, job status, resource utilization) based on condensed real-time information at any time.

Powerful features:

Your functions for project management in Dynamics 365 Business Central.

  • Project management

    In Dynamics 365 Business Central, you can manage projects via the so-called job card. Here you can enter a wide variety of details. For example:

    • Description of the project
    • Debtor
    • Project manager
    • Tasks incl. start and end date, budget and costs
  • Assignment of tasks

    In Dynamics 365 Business Central, you can assign job tasks to your colleagues as part of project management.

  • Budgeting

    In Dynamics 365 Business Central, you can perform budgeting per project. The budget can be very simple or complex, covering a large number of items divided into different activity levels.

    On the one hand, the budget is used to plan the resources that will be assigned to a project. On the other hand, it allows you to compare your planned amounts with the actual consumption at any time, which makes it easy to control an ongoing project. Moreover, this approach contributes to a higher quality in later projects, as it reduces the risk of underestimated costs.

  • Invoice

    In an ongoing project, job costs (e.g. resource usage, material, job-related purchases) may be incurred and documented in Dynamics 365 Business Central. These are regularly invoiced to the customer.

    This process is usually the responsibility of Financial Accounting:
    to the “Finances” section

  • Planning board (add-on)

    Extend the Dynamics 365 Business Central project module with Gantt charts using Netronic’s Visual Job Scheduler add-on. This makes it easier for you to plan projects and resources and to control the current project using drag-and-drop.

  • Monitoring

    Take a look at project-specific metrics (e.g. profitability) based on real-time data at any time. You can do this for individual parts of the project or overall.

  • Record usage

    You can also review and record usage on various parts of your job in Dynamics 365 Business Central (e.g. resource quantities). The raw materials purchased or times booked for the job can be viewed at any time.

  • Time recording

    In Dynamics 365 Business Central, you can keep track of the working times performed for a job in the “Time Sheet” table provided for this purpose. In order to save the tedious manual recording, it is possible to copy job planning lines into the time sheet.

    It is also possible to define different work types in case you need to bill your customer for different services.

    Finally, the timesheet is reviewed and approved by the person responsible for the job.

Strong in comparison:

Your benefits through our project management functions.

Realistic planning

The project management features in Dynamics 365 Business Central enable you to realistically plan your capacities and resources.

Easy adjustments

Budgets can be adjusted and controlled at any time using the ERP software, depending on the progress of the job.

Realtime insights

Gain insight into the progress and profitability of your projects at any time. Compare invoices with planned costs and adjust project progress.

Dynamics 365 Business Central Projektaufgaben
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