Setting Up Project Management

Before you can use Business Central to manage projects, you must set up resources, time sheets, and jobs.

Then you can create jobs and schedule resources for projects as well as manage budgets and track machine and employee hours with time sheets. For more information, see Managing Projects.

The following table describes a sequence of tasks, with links to the topics that describe them.

To See
Set up project management. Set general information for jobs
Set up your resources and the related costs and prices, either for individual resources, resource groups, or for all available resources of the company. Set Up Resources
Enable resources to report time usage for an individual or a machine and enable a manager to review the usage and its allocation. Set Up Time Sheets
Create job cards and prepare job tasks. Set up prices for job items and job resources and define job posting groups. Set Up Jobs

See Also

Managing Projects
Video: How to create a job in Dynamics 365 Business Central
Work with Business Central

Find free e-learning modules for Business Central here