Set up non-stocked materials and track usage on projects with Dynamics 365 Project Operations

Beginner
Functional Consultant
Business User
Dynamics 365
Project Operations
Finance

Project managers play an important role in a project because they're the ones who review and approve the project team's work. Everything that a project team records is always reviewed and approved by a project manager. An important task for project managers is to ensure that material usage is tracked correctly so that the customer is invoiced correctly for material that's used on the project.

Learning objectives

In this module, you will:

  • Learn how to record material usage.
  • Learn how to submit material usage for review and approval.
  • Recall and delete a material usage log.

Prerequisites

  • Basic understanding of Dynamics 365 Project Operations
  • Basic understanding of invoices
  • Basic knowledge project management