Check your knowledge

Completed

Answer the following questions to see what you learned.

1.

Which one of the following statements about the Status field on a project card is true?

You can only post usage to a project with a status of Open.

You can't switch a project back to a previous status.

It isn't possible to skip the Quote status for a project.

You can only set up task lines for a project with a status of Planning or Quote.

2.

How can you create a new project with planning that reflects actual usage and invoicing of items, resources, and general ledger expenses of an existing project?

This action isn't possible. You must always set up planning lines manually for a new project.

Create a new project with the Copy Project function. On the Copy Project Card page, select the project to copy from and then set the Source field to Project Ledger Entries.

Export the project ledger entries for the project that you want to use as a source to Microsoft Excel. Copy the entries to an Excel template for project planning lines and import into Business Central.

Open the project ledger entries for the project that you want to use a source, filter the entries if necessary, and then run the Copy to New Project function.

You must answer all questions before checking your work.