Create Jobs

When you start a new project, you must create a job card with integrated job tasks and job planning lines, structured in two layers.

The first layer consists of job tasks. You must create at least one job task per job because all posting refers to a job task. Having at least one job task in your job enables you to set up job planning lines and to post consumption to the job.

The second layer consists of job planning lines, which specify the detailed use of resources, items and various general ledger expenses.

The layer structure enables you to divide the job into smaller tasks, and therefore use more specific details in budgeting, quotes, and registration. In addition, it gives you insight into how a job is progressing. For example, you can track whether you're meeting designated milestones or if you're on target to meet budget expectations.

Tip

Choose the New Job action on the Project Manager Role Centre to launch an assisted setup guide that takes you through the steps of creating a job with integrated tasks and planning lines. The following procedure describes how to perform the steps manually. For an example of how to create a job manually, see Video: How to create a job in Dynamics 365 Business Central.

Sometimes the party that is receiving a service is different from the party that is paying the bill. On the Jobs page, you can specify the customer who will benefit from the project in the Sell-to fields, and the party to invoice in the Bill-to fields. You can also provide the following information:

  • Where the work will happen by selecting from a list of ship-to addresses for the customer.
  • Add information about external references to simplify communication about the project.
  • Overwrite the standard financial terms of the project.

To create a job card

You create a job card and then create job task lines and job planning lines for it.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Jobs, and then choose the related link.
  2. Choose the New action, and then fill in the fields as necessary. Hover over a field to read a short description.
  3. To specify the job with information on other jobs, choose the Copy Job action, fill in the fields as necessary, and then choose the OK button.

Note

If you are using time sheets with your job, you must also designate a person responsible. This person can approve time sheets for the employee tasks associated with the job. For more information, see Set Up Time Sheets.

Optionally, mark actions on project as blocked using the Blocked field. the following table describes the effect of the options for this field.

Option Description
Blank All actions are allowed.
Posting You can work with planning lines, but the job is blocked for posting. Choosing this option means that you cannot post any usage or sale on the job.
All All actions are blocked.

To create tasks for a job

A key part of creating a job is to specify the various tasks involved in the job. You specify tasks by creating one line per task on the Tasks FastTab on the Job Card page. Every job must have at least one task.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Jobs, and then choose the related link.
  2. Open the job card for a relevant job.
  3. On the Tasks FastTab, fill in the fields as necessary on a new line.
  4. To indent tasks and create a hierarchy, Choose the Tasks action, the then choose Indent Job Tasks action.
  5. Repeat steps 3 and 4 for all the tasks that you need for the job.
  6. To specify the job tasks with information on other job tasks, choose the Copy Job Tasks from action, fill in the fields as necessary, and then choose the OK button.

To create planning lines for a job

You can refine your new job tasks on job planning lines. A planning line can capture the information that you want to track for a job. For example, you can track the resources the job requires, or the items that are needed. For example, you have a task to get a customer to approve a job. You associate the task with planning lines for items such as meeting the customer and assigning a resource.

A job planning line can have one of the following types.

Type Description
Budget Provides estimated usage and costs for the job, typically in a time and materials type project. Planning lines of this type can't be invoiced.
Billable Provides estimated invoicing to the customer, typically in a fixed price project.
Both Budget and Billable Provides budgeted usage equal to what you want to invoice.

Note

While you enter information on job planning lines, cost information is automatically filled in. For example, the cost, price, and discount for resources and items are based on information from the resource and item.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Jobs, and then choose the related link.
  2. Open a relevant job card.
  3. Select a job task for which the Job Task Type field contains Posting, and then choose the Job Planning Lines action.
  4. On the Job Planning Lines page, on a new line, fill in the fields as necessary.
  5. Repeat steps 3 and 4 for all planning lines that you need for the job task.

See also

Project Management
Video: How to create a job in Dynamics 365 Business Central
Finance
Purchasing
Sales
Work with Business Central

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