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When you start a new project, you must create a project card with integrated project tasks and project planning lines, structured in two layers.
The first layer consists of project tasks. You must create at least one project task per project because all posting refers to a project task. Having at least one project task in your project enables you to set up project planning lines and to post consumption to the project.
The second layer consists of project planning lines, which specify the detailed use of resources, items and various general ledger expenses.
The layer structure enables you to divide the project into smaller tasks, and therefore use more specific details in budgeting, quotes, and registration. In addition, it gives you insight into how a project is progressing. For example, you can track whether you're meeting designated milestones or if you're on target to meet budget expectations.
Tip
Choose the New Project action on the Project Manager Role Center to launch an assisted setup guide that takes you through the steps of creating a project with integrated tasks and planning lines. The following procedure describes how to perform the steps manually.
You create a project card and then create project task lines and project planning lines for it.
Note
If you're using time sheets with your project, you must also designate a person responsible. This person can approve time sheets for the employee tasks associated with the project. For more information, see Set Up Time Sheets.
Note
The Apply Usage Link toggle indicates whether project ledger entries are linked to project planning lines. The Apply Usage Link toggle also activates warehouse handling, planning, assembly-to-order, item tracking, and reservation capabilities for a project.
Optionally, mark actions on project as blocked using the Blocked field. The following table describes the effect of the options for this field.
Option | Description |
---|---|
Blank | All actions are allowed. |
Posting | You can work with planning lines, but the project is blocked for posting. You can't post usage or sales for the project. |
All | All actions are blocked. |
A key part of creating a project is to specify the various tasks involved in the project. You specify tasks by creating one line per task on the Tasks FastTab on the Project Card page. Every project must have at least one task.
Sometimes the party that is receiving a service is different from the party that pays the bill. Also, sometimes you might need to invoice multiple customers for tasks in the project. On the Project Card page, use the Task Billing Method field to specify whether you're billing one customer, or multiple customers.
If the customer who is receiving the service also pays the bill, in the Bill-to and Ship-to fields, choose Default (Customer) and Default (Sell-to Address).
If you're billing multiple customers, you can specify the customer who receives the service and the customer to invoice for each task in the project. You can also provide the following information:
You can save time on data entry by specifying a default location and bin for projects on the Project Card page. When you create tasks, project planning lines, and project journal lines for the project, Business Central assigns the default location. You can, however, change the location code and bin on tasks and lines if needed.
If you define a To-Project Bin Code on the location, the bin code is populated when you select the location code. If your warehouse flow requires warehouse picks, you can also define other bins from which to consume items.
These fields are the defaults when you create project tasks. Existing project tasks don't change.
There are a few things to know about using default locations:
Note
The processes businesses use to pick items in their warehouses differ, depending on whether they use basic or advanced warehouse configurations. To learn more about the options for warehouse configuration, go to Overview of different configuration options.
You can refine your new project tasks on project planning lines. A planning line can capture the information that you want to track for a project. For example, you can track the resources the project requires, or the items that are needed. For example, you have a task to get a customer to approve a project. You associate the task with planning lines for items such as meeting the customer and assigning a resource.
A project planning line can have one of the following types.
Type | Description |
---|---|
Budget | Provides estimated usage and costs for the project, typically in a time and materials type project. You can't invoice planning lines of this type. |
Billable | Provides estimated invoicing to the customer, typically in a fixed price project. |
Both Budget and Billable | Provides budgeted usage equal to what you want to invoice. |
Note
While 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 based on information from the resource and item.
Tip
If the line is for an item, you can use the Item Availability by action to explore the item's availability by location, event, or period.
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Video: How to create a project in Dynamics 365 Business Central
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Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Microsoft Fabric, Power BI, SQL, and AI community-led event. March 31 to April 2, 2025.
Register today