Business Central: Project Management 📊
Microsoft Dynamics 365 Business Central · Curated Video Lessons
The Project Management module in Business Central — built around the Jobs functionality — allows project-based businesses to plan, budget, execute, and bill projects. From setting up jobs with tasks and planning lines, to recording time and expenses, tracking WIP (Work in Progress), and invoicing customers, Business Central's Jobs module gives project managers and accountants the tools to run profitable projects from start to finish.
📁 Jobs/Project Module Overview
The first video in a comprehensive series on the Jobs module in Business Central — providing a complete overview of how project management works in BC. This video covers the Jobs module structure, key concepts like jobs, job tasks, planning lines, job ledger entries, and WIP, and explains how Business Central's project accounting approach differs from standalone project management tools. Perfect for anyone new to managing projects in Business Central.
- Jobs Module
- Project Accounting
- WIP Concepts
- Module Structure
Source: Business Central Project Series
📝 Tasks, Planning Lines & Jobs Setup
A detailed walkthrough of how to set up job tasks and planning lines in Business Central — covering how to create a job, break it into job tasks (the work breakdown structure), and add planning lines for budgeted resources, items, and G/L accounts. Planning lines are the engine of project budgeting in Business Central, driving both the schedule and the cost plan. This video is essential for project managers who want to build accurate project budgets in BC.
- Job Tasks
- Planning Lines
- Budgeting
- Resource Planning
Source: Business Central Project Series
💼 Jobs and Project Accounting
A webinar-style walkthrough of the complete Jobs and Project Accounting workflow in Business Central — from creating a job and setting up budgets, through posting actual costs via time sheets and purchase orders, to calculating and posting WIP (Work in Progress) and invoicing the customer. This video bridges the gap between project management and financial accounting, showing how Business Central tracks both schedule and cost performance in one integrated system.
- Job Costing
- WIP Calculation
- Time Sheets
- Project Invoicing
Source: Business Central Finance Series
🚀 Project Management: Setup & Overview
A practical first look at project management in Business Central — covering how to set up the Jobs module, configure resources and resource groups, create a new job from a customer, and structure the job with tasks. This video also demonstrates the Project Manager role centre in Business Central, showing how project managers get a real-time view of their active projects, budgets, and WIP status without needing to run separate reports.
- Jobs Setup
- Resource Groups
- Job Creation
- Project Manager Role
Source: Business Central Project Management Series
🔍 Jobs Module: Comprehensive Overview
A comprehensive look at the Jobs module in Business Central — covering the full lifecycle from job creation through billing and closure, with a focus on how the module handles different billing methods (Fixed Price vs. Time & Materials), how to generate job invoices, review profitability, and analyse job performance using the built-in reports and statistics. An excellent resource for finance teams responsible for project billing and WIP reporting.
- Billing Methods
- Job Invoicing
- Profitability Analysis
- WIP Reporting
Source: Business Central Jobs Series
Microsoft Dynamics 365 Business Central · Project Management · Video Guide
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