Introduction
In Microsoft Dynamics 365 Business Central, you can schedule the expected consumption and sales in the planning lines. For each project task, planning lines describe the expected consumption of items, resources, and other costs. Planning lines also show whether the planned consumption is invoiced or not.
To create a new project planning line, follow these steps:
Select the Search for page icon in the upper-right corner of the page, enter projects, and then select the related link.
Open the project card and select the project task line for which you want to create a project planning line. The project task line must have the Project Task Type set to Posting.
Select Line > Project > Project Planning Lines.
Select New and then fill in the fields, as described in the following list:
Line Type - A project planning line can have one of the following types:
Budget - Provides estimated usage and costs for the project, 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 that is equal to what you want to invoice.
Planning Date - Specifies the date of the planning line. You can use the planning date for filtering the totals of the project, for example, if you want to see the scheduled usage for a specific month of the year.
Planned Delivery Date - Specifies the planned date for delivering the item that is connected to the project planning line. For a resource, the planned delivery date is the date that the resource performs services regarding the project. The program also uses the planned delivery date in order promising to calculate Available-to-Promise and Capable-to-Promise for items on the project planning line.
Type - You can create project planning lines for the following types of accounts:
Resource
Item
G/L Account
Text
No. - Specifies the number of the account to which the resource, item, or general ledger account is posted, depending on your selection in the Type field.
Quantity - Specifies the number of units of the resource, item, or general ledger account that should be specified on the planning line. If you later change the No. field, the quantity that you entered remains on the line.
As you enter information on project planning lines, cost information is automatically filled in. For example, the cost, price, and discount for resources and items are initially based on the information that is defined on the resource and item cards.
Create new project planning lines
Watch the following video to see a demonstration on how to create project planning lines.