Set up projects and resources in Microsoft Dynamics 365 Business Central

Intermediate
Functional Consultant
Business User
Dynamics 365
Business Central

Do you want to set up projects in Dynamics 365 Business Central? This learning path discusses how to set up projects, journals, posting groups, resources, and timesheets.

Prerequisites

  • Basic understanding of how to navigate in the Dynamics 365 Business Central application.
  • Knowledge of the chart of accounts.
  • Understand how journals are structured.

Modules in this learning path

Do you want to discover the projects and resources that are available in Microsoft Dynamics 365 Business Central? This module will help you become familiar with the project card and the resources card in Business Central.

Do you need to set up mapping between projects and the chart of accounts? This module demonstrates how to set up project posting groups with G/L accounts for WIP, project costs, and more.

Do you need to set up project management in Business Central? This module explains how to configure a project's setup with the default WIP method book, and the default project posting group.

Do you need to prepare Dynamics 365 Business Central to post project usage for resources and items? This module will show you how to set up project journals.

Do you want to know how to create resources in Microsoft Dynamics 365 Business Central? This module explains how to set up people and machines as resources that you can use for projects.

Do you want to know how to handle time registration in Microsoft Dynamics 365 Business Central? If so, this module explains how to set up time sheets.