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Manage Existing Projects with Dynamics 365 Business Central

Use Dynamics 365 Business Central to Manage Your Ongoing Projects

With so much to keep track of, project managers sometimes struggle to keep up. On the one hand, they need an accurate overview of the ongoing projects that they’re tasked with managing. At the same time, however, they need the ability to drill down into smaller details.

Of all the software solutions out there for project managers, Dynamics 365 Business Central has the ability to meet both of these needs at the same time. Below, we’ll look at how Dynamics 365 Business Central can help you manage existing projects and jobs, including:

● Reviewing your current project costs

● Managing tasks and planning lines

● Posting sales invoices

● Sending invoices to customers

Are you considering switching to Business Central? If so, JourneyTEAM can help. To learn more, visit our Dynamics 365 Business Central page.

Reviewing Current Project Costs

When you log into Business Central as a project manager, you’re presented with a customized dashboard that’s tailored for your specific role within your organization.

From the dashboard, you can quickly gain an overview of Job Actual Price vs. Budget Price, Job Profitability, Job Actual Cost compared to Budget Cost, and more. When you hover over a specific job under one of these headings, Business Central will show you the corresponding numbers as well as the price variance between them.

Managing Tasks and Planning Lines in Business Central

Need more detail? Business Central makes it easy to drill down into job details. Simply click on one of the graphs displayed on your Business Central dashboard, and you’ll be taken to a screen which displays all of the individual job tasks that are assigned to that particular project.

From the top ribbon, you can click the Job Planning Lines button to open all of the planning lines associated with that job. As the job progresses, any corresponding transactions -- including job-related purchases, materials usage, and so on -- will be posted here directly in the job journal.

Posting Sales Invoices and Sending Invoices to Customers

To create and post a sales invoice associated with the transactions in the job journal, all you have to do is click the Create Sales Invoice button in the top ribbon. Once you click OK, you’ll return to the Business Central dashboard. From here, you can select Sales Invoices at the top of your screen to review the invoice that was just posted. All it takes is a couple of clicks to send this invoice directly to the appropriate customer.

Manage Existing Projects in Dynamics 365 Business Central

As you can see, Dynamics 365 Business Central gives project managers the tools they need to manage even the most complex projects. By utilizing the powerful features included in Business Central, you’ll be able to increase productivity, make improved decisions, save time on data entry, and manage projects more efficiently than ever before. If you’re in need of an all-in-one project management solution for your business, look no further than Dynamics 365 Business Central.

Are you ready to get started with Business Central? JourneyTEAM was named the 2019 Microsoft US Partner of the Year for Dynamics 365 Business Central, and we can help you make the transition to Business Central. To learn more, contact us now.

Watch the video below for an in-depth overview of Business Central for project managers:


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