Project Setup#
Overview#
In Microsoft Dynamics 365 Business Central1, business transactions that occur over a relatively long period of time and might involve frequent changes to requirements and expenditures are grouped into projects. With the help of budgets and line activities, and phase, task, and step codes, you can plan, manage, and invoice these projects with ease.
At the heart of each project is a work breakdown structure (WBS). The structure is used to track sales and costs and provide the project team with a highly granular view of past, present, and future staff, machine, and material needs. Work packages related to a project can additionally be split into budget line activities, which you can assign as subtasks for specific resources to complete.
Thanks to integrated billing, you can also record the revenues and expenses posted to a project in Sales and Purchasing. However, to work with projects, you need to set up the functionality first.
Basics#
Projects Setup#
This is where you specify number series and default values for projects.
- Choose the Search icon, enter Projects Setup, and then choose the related link.
- Fill in the fields as described in the following tables.
General#
| Field | Description |
|---|---|
| Automatic Update Project Item Cost |
Turn on this toggle if you want usage costs in project ledger entries updated automatically to match changes in negative inventory adjustments. In other words, this field determines if cost changes are adjusted when you run the Adjust Cost – Item Entries function. The adjustment process and its results are the same as when you run the Update Project Item Cost batch project. |
| Document No. Is Project No. | Specifies that the project number is also the document number in the ledger entries posted for the project. Like the No Project Journal Doc. No. Check, this field affects project journals. But unlike the other toggle, it also affects item consumption postings to these journals. |
| Use Deferral | With the toggle turned on, the system creates project ledger entries in addition to G/L entries when you post a line with a deferral code and a project number on a purchase or sales invoice or in the general journal. Example A sales invoice created for a project needs to be deferred over a period of three months. Initially, the entire invoice revenue is added on the posting date. Afterward, the process is reversed, and the amount that you billed is distributed over three months according to the deferral schedule. |
Numbering#
This FastTab stores the most important number series for managing projects. To set up a series, use the lookup next to a field or choose Alt + Down Arrow. Both approaches will lead you to the No. Series table, where you can create a new series.
Note
Number series required for processing projects, for example, in the purchase, sales, and resource areas, must be selected directly from their setup pages.
Project Management#
| Field | Description |
|---|---|
| Project Posting in Quote Status | Turn on this toggle if you intend to post consumption of time and materials as early as the quote stage. That is, the work status on a WBS line can be In Progress or Open while the project is still on Quote. Leave the toggle turned off if you want to post expenses only after you set a project to Open on both the project card and the relevant WBS line. |
| Auto PTS Code | Turn on this toggle if you want to use the internal number of a WBS line to designate a phase, task, or step. This might result in a more unique line if a work package is part of multiple WBS lines. All new WBS lines must be unique. A line is made unique by combining the codes of a work package, a phase, a task, and a step. Note Codes that are filled in this way cannot be changed manually on WBS lines. |
| Budget Filter on Time Posting | Sets a filter when you want to link budget lines to a time journal. With the toggle turned on, only resources specified in the project budget can post to budget lines if Budget is chosen as the time posting level on a project card. You must turn on this toggle if you want to use line activities. |
| Budget Filter on Documents | Sets a filter when you want to link budget lines to purchase or sales lines. This limits postings to items and resources specified in the project budget if Budget is chosen in the Project Doc. Posting Level field on a project card. |
| Budget Filter in Project Journal | Sets a filter when you link budget lines to project journal lines. With the toggle turned on, only items and resources specified in the project budget can be used to post consumption if Budget is chosen in the Gen. Journal Posting Level field on a project card. |
| No. Project Journal Doc. No. Check | Turn on this toggle if you don’t want the system to check for a document number when you post project journal lines, that is, when you post time spent on a project. Note This only applies to postings made by resources. A number is still required when you post items removed from inventory. |
| Check Team at Time Release | Before time entries are released, they are copied to a journal in which you can adjust the entries prior to posting. Turn on this toggle if you want the system to check if a user is authorized for this process. |
| Auto Resource Budget Allocation | Turn on this toggle if you want resource capacity to be determined based on a project budget, that is, have the system distribute planned work in linear fashion between the starting and ending dates of a budget line. With the toggle turned off, you need to trigger the process manually or run the appropriate function. Without allocation, the entire resource capacity is assigned to the starting date. |
| Default Budget Allocation Period |
Specify the default period for distributing project work. This period can be changed again when you run the related allocation function from a budget line. You can distribute amounts on a daily, weekly, or monthly basis throughout the planned duration of a project. |
| Multi-Use Budget Resources | Turn on this toggle if you want to assign a resource or a resource group to more than one budget line on a WBS line. However, the toggle has no influence over how many activities you can assign to WBS or budget lines. You must turn on this toggle if you want to use budget lines for completing activities. Items and G/L accounts can be budgeted on any number of lines. |
| Auto Budget Relation at Posting | Establishes a link to a budget line when you post project ledger entries if a link hasn’t already been created by a user or a function before posting. The link can then be used for budget-to-actual comparisons on the budget line. A link is only created automatically if a budget line contains a unique type-number combination related to revenues or expenses on the associated WBS line. |
| Calculate Work Package BOM | With the toggle turned on, the budget of a bill of materials is multiplied by the quantity on a WBS line if you enter a work package related to the BOM on the budget lines set up for the WBS line. |
| Confirm WBS Update from Budget | Turn on this toggle to request confirmation when a user attempts to copy new budget values to a WBS line after changing the budget and closing the related budget lines. This confirmation dialog only appears when the user sets up a WBS line for storing the budget line total (by selecting the Copy Budget checkbox)." |
| No JLE Posting Date Check | Changing a project ledger entry in fields where this is possible is typically only allowed during the posting period specified in General Ledger Setup. Turn on this toggle to forgo the posting date check. |
| Project Status Reset on Final Invoice | Turn on this toggle if you want to see a project unblocked after a final invoice has been created for it. |
| No Project Accounts | Turn on this toggle if you want to start with the project365 industry solution but don’t have a clear idea of what project accounts you’ll be using for a certain project. This prevents an error message about non-existent or incomplete accounts when you budget and post to a project. After you created the accounts, and set up the related matrix, you can use a batch project to add the existing ledger entries and budget lines. |
| Project Field Check | Turn on this toggle if you want users to fill in certain fields before they can proceed with a project. |
| Project Completion Reason Required | Turn on this toggle if you want users to specify a reason for setting a project to Completed. |
| Auto Project vs. (Advance) Pmt. Plan Check | With the toggle turned on, the system checks if the amounts stated on a project-related payment plan match budgeted sales amounts. To put it another way, the system checks if plan prices differ from those on the WBS. Turning on this toggle, which is only relevant when you bill projects based on invoice suggestions, prevents situations in which the WBS related to a plan was changed (or the line quantity reduced) but the change was never carried over to the plan (in other words, you would invoice too little or too much by using the original plan). |
| Project Budget Name (Main WBS) | Select the name of a project budget to specify an active WBS version linked to this budget as the target structure to which to copy the results of calculations and change orders. You must fill in this field before you can use the Main WBS feature. |
| Keep Invoice Qty. Separate | With the toggle turned on, invoice quantities found on lines copied to a main WBS will not be totaled but replaced with a quantity of 1. The toggle does not apply to sales amounts and unit costs. |
| Service Package Work Type | Specify the work type that will be used by default if a resource has been designated as a service package. The base unit specified for the resource must be Hour and the billing unit a measurement that reflects the nature of the package (for example, Piece). |
| Service Package Sales Price List | Select the project sales price list that you want to save unit prices of service packages to. Note The use of service packages requires the Microsoft Dynamics 365 Business Central1 price list functionality. |
| Service Package Purchase Price List | Select the project purchase price list that you want to save unit costs of service packages to. Note The use of service packages requires the Microsoft Dynamics 365 Business Central1 price list functionality. |
Project Billings#
| Field | Description |
|---|---|
| Fixed Sales Budget when Ordering | With the toggle turned on, you can set a project to Open without affecting the sales budget of the project's active WBS. |
| Use Project Prices on Sales Doc. | With the toggle turned on, a price entered for a project will also apply to sales documents if the project is linked to a sales line. Turn on this toggle if you want to create quotes and orders both from a WBS and manually by using project-specific unit prices. |
| Check Team at Invoice Suggestion | Checks if a user has permission to create invoice suggestions for a certain project. Only users that are part of the project team can create suggestions. |
| Sales Project Budget Sync. | Turn on this toggle if you want data synchronized automatically to ensure that certain sales line changes are also copied to project planning. |
| Sales Project Budget Sync. Error Handling | If you turned on synchronization (see the previous field), you can use this field to specify what you want the system to do if synchronization fails. Cancel You receive an error message while the process is canceled entirely, that is, there’s no change to the sales line either. Choose this option if you want to ensure the highest level of synchronization between projects and sales and put the focus on correcting problems in a project first. Ask You see an error message asking you if you want to change the sales line. Choose No if you want to cancel the entire process and restore the original line. Choose Yes if you want the sales line changed but not the project itself. At the same time, the problem is logged. Notify You are only informed about the problem, without synchronization, and the change is only made on the sales line. The issue will be logged, however. |
| Sales Project Budget Sync. Notification | Turn on this toggle if you want the system to tell you if synchronization was successful. With the toggle turned off, the system doesn’t provide feedback to users, except in the form a log entry. |
| Performance Date Formatting | When you bill services based on time and materials, the invoice includes a service period. This period can have the following format: • [month]/[year] • [month]/[day]/[year] • [month spelled out] [day], [year] |
| Customer Change Despite Revenue | Typically, the customer of a project can be changed only if no project ledger entries of type Sale have been posted to the project. But with the toggle turned on, a customer can be replaced even after posting revenue. |
| Qty. to Invoice vs. Invoice Entry Check | Turn on this toggle if you want to ensure that the invoice quantities on sales order and invoice lines match those stored for the related invoice entries so that an invoice does not list quantities other than those on the associated proof of performance document. A quantity check, however, is only run if the Billing Type on a line is set to Time & Materials. |
| No Separate Pmt. Plan Invoices | Turn on this toggle if you want the system to create one instead of two direct invoices from an invoice suggestion by including invoice lines from a payment plan and lines marked for direct billing. If the toggle is turned off, direct invoices are created separately for payment plan lines, which simplifies final invoice creation (if you’re working with final invoices, that is). |
| Posting Date on Pmt. Plan Invoices | Specify if the planning or work date should be used as the posting date when you create an invoice from a payment plan line (whether by using the action on the payment plan ribbon or an invoice suggestion). Note If the No Separate Pmt. Plan Invoices toggle is turned on, you cannot choose Planning Date, as invoices then contain suggestion lines for direct billing and payment plan lines, which means that the posting date is set automatically to the work date. |
Purchase#
| Field | Description |
|---|---|
| Default Purchase Document Type | Specify the type of document that you want to create when you run the Create Purchase Document function from a WBS. You can change the type again on the related request page, if necessary. |
| Default Req. Wksh. Template | Specify the template that you want to use when you run the function for creating requisition worksheets from a project budget. |
| Default Req. Wksh. Name | Specify the worksheet that you want to use when you run the function for creating requisition worksheets from a project budget. |
| Type Filter to Create Purchase Orders | Specify the default filter that you want to use when you run the Create Purchase Document function from a WBS. In most cases, the default setting, Item, is sufficient. Note Users can change the content of this field on the WBS at any time. |
| Purchase Request Workflow Code | You must fill in this field if want to work with purchase requests. The system then uses the value entered here when you create a request from a project. For more information, see Create a Request. |
| Use Purch. Invoice Entries | Turn on this toggle if you want the system to select the checkbox with the same name on the cards of external resources (where you can also clear the field again manually). With the field selected, resource-related purchase documents can only be posted with the help of invoice entries. The toggle is needed when external resources can post times to a project, as purchase receipts might then lead to duplicate postings. |
| Copy WBS Descr. to Purch. Line | Specify if and in what way you want to copy the description of a WBS or a budget line to a purchase document when you run the Get Work Package function. Always The description is automatically copied to the purchase line for which the function is run. Ask When you run the function, you are asked if you want to replace the default description—a text taken from, for example, the item master—with that of the related WBS or budget line. (This is the most adaptive option, as it prevents the overwrite of line descriptions that you entered manually.) Never WBS and budget line descriptions are never transferred to purchase documents. |
Manufacturing and Warehouse#
| Field | Description |
|---|---|
| Project Purchase Incl. Inventory | With the toggle turned on, an item is posted to inventory when you post its receipt. This doesn’t cover consumption, which must be posted manually at the appropriate time. Warning This is an extremely sensitive toggle. Please contact your Business Central partner before changing it. |
| Auto Assign Project Inventory | Turn on this toggle if you want all item receipts linked to a budget line through order tracking or reservations (assembly and production output, receipt and purchase, and transfers) to be posted to the location and bin assigned to the line. The relation to the line is then stored with the item ledger entry. |
| Post ILEs on Project Correction | Turn on this toggle if you want to reclassify an item stored at a location without bins when you remove the link between the related item ledger entry and project. With the toggle turned off, the system will only delete project-related fields from the entry. If a location has bins, the item will be reclassified regardless. |
| Default Location Non-Project Inventory | Specifies the target location when reclassifying items from a cancelled project. |
| Default Bin Code Non-Project Inventory | Specifies the target bin when reclassifying items from a cancelled project. |
| Default Prod. Req. Wksh. Template | Specifies the worksheet template that will be used when you create a production order from a budget line. Note This field is only available to users who have purchased the premium edition of Microsoft Dynamics 365 Business Central1. |
| Default Prod. Req. Wksh. Name | Specifies the worksheet name that will be used when you create a production order from a budget line. Note This field is only available to users who have purchased the premium edition of Microsoft Dynamics 365 Business Central1. |
| Prod. Order Status for Budgets | Specifies the status of a production order created from a budget line for an item with a production BOM. Note This field is only available to users who have purchased the premium edition of Microsoft Dynamics 365 Business Central1. |
| Return Shipments to Project Inventory | This feature only applies to items. When you post a return shipment to a project—that is, when you post negative consumption, credit the project, and then post the item back to inventory—the toggle determines if an item is returned to the general inventory or to the inventory specific to the project. |
Dimensions#
| Field | Description |
|---|---|
| Dimension Integration (Project) | Specify the dimension that a value should be created for automatically when you set up a new project, with the value matching the number of the project. Example To integrate the Cost Object dimension into project 1000, cost object 1000 will be created for the project. |
| Dimension Integration Prefix (Project) | The dimension specified for integration into projects can be given a prefix in this field. Example A project with the number 1000 will show a dimension value of P1000 if the prefix entered in this field is P. |
| Dimension Integration (Main Project) | Specify the dimension that a value should be created for automatically when you set up a new main project, with the value matching the number of the main project. Example To integrate the Cost Object dimension into project 1000, cost object 1000 will be created for the main project. The dimension is then passed on to all projects assigned to the main project. Those projects, however, will not be updated should you later decide to change the dimension. |
| Dimension Integration Prefix (Main Project) | The dimension specified for integration into main projects can be given a prefix in this field. Example A main project with the number 1000 will show a dimension value of P1000 if the prefix entered in this field is P. |
| Main Project as Dimension Total | Turn on this toggle if you want the system to add a total line to the dimension entered in the Dimension Integration (Main Project) field. The Totaling field on the line then lists the numbers of all projects linked to the main project. With this feature, you can easily analyze, for example, the cost objects assigned to a main project. Note Like most other setup toggles, this toggle does not apply retroactively. This means that total lines will be created only after the toggle is turned on and another project is linked to the main project. |
| Use WBS Line Dim. as Default | With the toggle turned on, the WBS line dimensions used in project planning are copied to (sales, purchase, and project) documents and to (time, project, and G/L) journals when you assign a unique identifier to a WBS line. This way, you can copy manual dimensions from planning to ledger entries. Leave this toggle turned off if you want dimensions entered automatically based on the project number, the relevant work package, and other data, such as the number of a resource or an item. |
| Use Budget Line Dim. as Default | Works in the same way as the previous toggle, the difference being that the system will copy manually created dimensions from budget lines instead of WBS lines. |
| Update Project Dimensions from Resource | Turn on this toggle if you want the system to transfer to a project the dimensions stored for the relevant project manager resource. These dimensions are then copied to the project when you fill in the Person Responsible field on the project card. |
| Project Type Dimension Code | Specify the dimension that a value should be created for automatically when you set up a project type, with the value matching the code of the type. |
Team Roles#
Here you can specify up to 10 team roles that you want to show on the project list or project cards. This way, you can see immediately who works on which project in what area or capacity (for example, as the architect or as someone in billing or cost control).
Note
The roles you specify need to be marked as Unique to Project (because roles that aren’t make it impossible for the system to choose the name of a team member).
Contact Roles#
Used to specify the roles that will be assigned to project contacts. If set up, a role is then filled in on the project card after the contact associated with the customer is.
| Field | Description |
|---|---|
| Bill-to Project Customer Contact Role | Specifies the organization contact assigned to the bill-to customer on a project. |
| Bill-to Project Contact Role | Specifies a contact person if one is assigned to the bill-to customer on a project. |
| Sell-to Document Contact Role | Specifies the contact assigned to the sell-to customer on a project sales document (see Project No. field on the header). |
| Bill-to Document Contact Role | Specifies the contact assigned to the bill-to customer on a project sales document (see Project No. field on the header). |
| Buy-from Document Contact Role | Specifies the contact assigned to the buy-from vendor on a project purchase document (see the Project No. field on the header). |
| Pay-to Document Contact Role | Specifies the contact assigned to the pay-to vendor on a project purchase document (see the Project No. field on the header). |
Measurement#
For more information about the fields on this FastTab, see Project Measurement.
Indicators#
Used to set up indicators that change color based on project performance.
| Field | Description |
|---|---|
| Budget Indicator Green | Specifies up to which consumption level the light in the Budget field will be green. At higher consumption levels, the light will turn yellow. |
| Budget Indicator Yellow | Specifies up to which consumption level the light in the Budget field will be yellow. At higher consumption levels, the light will turn red. |
| Profit Indicator Green | Specifies the margin up to which the light in the Budget field will be green. At lower margins, the light will turn yellow. |
| Profit Indicator Yellow | Specifies the margin up to which the light in the Budget field will be yellow. At lower margins, the light will turn red. |
Time Tracking#
Here you can set up your preferred method for recording time in the system. Many companies pick one method for all employees to use.
Nevertheless, we recommend that you leave the project time journals turned on even if you opt for CTC time tracking or time sheets. The journal is still the easiest way for you to post corrections to time entries.
| Field | Description |
|---|---|
| Time Comments on Customer Doc. | With the toggle turned on, the Print on Customer Doc. checkbox is selected automatically for each additional comment created in time tracking. Time tracking comments marked in this way are later printed on proof of service statements sent to customers when billing by time and materials. You can clear the checkbox again manually if you want to exclude certain comments from those statements. |
| Use Project Time Journal | Adds project time journals to the role center (recommended). |
| Check by Time Manager | Turn on this toggle to have resource hours approved by a time manager instead of the project lead. A time manager must be specified for each resource individually. See also Project Journals. |
| Team Filter on Time Posting | Limits the available resources in time tracking to members of the project team. This option is used when the Check Team at Time Posting toggle is turned on for a project. |
| Strict Team Filter | This toggle expands on the preceding field. With the toggle turned on, users who aren’t authorized to post to certain projects cannot do so even if they fill in the No. field manually. For general projects, where the Check Team at Time Posting toggle is turned off, there is no team to manage so that all resources can post to the project. |
| Auto Fill Unique Hit from Project Search | With the toggle turned on, a project is entered in a time journal or on a CTC card automatically when it is the only project found with the help of the Project Search feature. If the toggle is turned off, the project must be selected manually. |
| General Time Recording Resource | Specifies a dummy resource for budget lines and budget line activities that are not tied to a certain resource or group. As a special resource, it is included automatically on all time tracking pages at budget line level so that every user can post to it. |
| Use CTC Time Tracking | Adds CTC time tracking to the role center. |
| CTC Posting As | Select a method for posting entries from CTC cards: Time Entry Requires the project manager to post and release time entries before project ledger entries can be created. Ledger Entry Posts project ledger entries immediately. This option might affect resource-related evaluations, as no time entries are created by the system. Time and Ledger Entries Posts both entries at the same time. Because project ledger entries are posted immediately, the project manager doesn’t need to retrieve and release time entries here, although the entries can be used for project evaluations. |
| CTC Time Tracking Incl. Start/End Times | With the toggle turned on, you need to specify a start and an end time instead of filling in the Qty. field on a CTC line. |
| Check Break Total in CTC | With the toggle turned on, the amount of time that is specified in the Break (Hours) field at the top of a CTC card must be distributed across the lines by filling in the fields with the same name there. |
| Deactivate Break Minimum | Turn on this toggle if want the system to skip the check for minimum breaks. |
| Use Time Sheets | Adds time sheets to the role center. |
| Time Sheet Mgt. Approval | Turn on this toggle if you want an employee's time sheet released, that is, checked by a resource (manager) before a batch project can be used to post time entries or project ledger entries from that time sheet. |
| Time Sheet Posting As | Select a method for posting work hours from time sheets: Time Entry Requires the project manager to post and release time entries before project ledger entries can be created. Ledger Entry Posts project ledger entries immediately. This option might affect resource-related evaluations, as no time entries are created by the system. Time and Ledger Entries Posts both entries at the same time. Because project ledger entries are posted immediately, the project manager doesn’t need to retrieve and release time entries here, although the entries can be used for project evaluations. |
| Auto Archive Time Sheets Older Than | Enter a formula to define when you want the system to archive time sheets. For example, -1Y means the system will archive all time sheets older than a year. The actual process is performed by the Move Timesheets to Archive batch project in the task queue. |
| Post Neg. Time Sheet Qty. as Correction | When you enter a negative quantity in a time sheet, an attempt will be made to post a reversal entry instead. More specifically, the system will search for a reversal entry that matches the number, WBS line, budget line activity, date, and quantity of the project for which the time sheet was created. Alternatively, you can cancel quantities through the time journal. |
CTC Calendar Colors#
Stores colors and styles that are used in CTC time tracking to visualize the progress of time capture on different calendar days.
Specify posting groups#
Before you can include a project in your financial reports, you need to specify posting groups and accounts for it.
General Posting Setup#
You record WIP and recognize revenues from a project by posting consumption and sales to different G/L accounts in Finance. To set up two of these accounts:
- Choose the Search icon, enter General Posting Setup, and then choose the related link.
- Fill in the fields shown in the following table.
| Field | Description |
|---|---|
| Project Sales Adjmt. Account | (Sales) In the context of the Post Project Work In Process to G/L batch project, the balancing (P&L) account to the WIP Sales (balance sheet) account. You post to this account income from services rendered but not yet billed during an accounting period. |
| Project Costs Adjmt. Account | (Consumption) In the context of the Post Project Work In Process to G/L batch project, the balancing (P&L) account to the WIP Costs (balance sheet) account. You post to this account items that were consumed during an accounting period but haven’t been posted as expenses (through a purchase invoice). |
Of course, both accounts are also used when you recognize revenues and expenses by running the Post Project Recognition to G/L function.
Project posting groups#
The project posting groups contain other accounts through which you can post project-related WIP and recognition amounts to Finance. To add accounts to these groups:
- Choose the Search icon, enter project365 Project Posting Groups, and then choose the related link.
- Fill in the fields shown in the following table.
| Field | Description |
|---|---|
| WIP Costs Account | (Consumption) Stores the costs of unfinished projects. |
| WIP Sales Account | (Sales) The account to which unit prices are credited when you Post Work in Process to G/L and debited when you Post Project Recognition to G/L. When you record WIP, the Project Sales Adjmt. Account from General Posting Setup is used as the balancing account to this account. For revenue recognition, that role is assumed by the Project Sales Account. |
| Project Costs Account | (Consumption) An income account to which unit costs are debited when you run the Post Project Recognition to G/L batch project. |
| Project Sales Account | (Sales) A P&L account to which unit prices are credited when you run the Post Project Recognition to G/L batch project. |
| G/L Expense Account | Used when posting to project-related G/L accounts. Amounts are credited to the account when project usage is copied to sales lines. |
| WIP Profit Account | Stores prorated profits according to the percentage of completion (POC) method as defined by IAS. |
| WIP Profit Applied Account | Contra account to the WIP Profit Account. |
For more information, see Project Measurement.
Set up project types#
You can use project types as filters on projects, for example, during measurement. The types are also crucial to setting up project accounts and cost-only (that is, internal) projects, where services aren’t billed to customers.
To create a type:
- Choose the Search icon, enter Project Types, and then choose the related link.
- Specify default settings as necessary, including for posting levels, internal projects, and fixed time periods.
To specify additional default values, you need to create a project template, which you can then link to a project type.
Create project templates#
Several fields can be filled in automatically when you create a project.
You will want to create at least one template for each type of project you might work on. A template includes basic (and identical) data for setting up a certain kind of project. This data is then copied to new project cards immediately.
- Choose the Search icon, enter Project Template List, and then choose the related link.
- On the ribbon, choose New to create a template. Fill in the fields as described in the following table.
General#
| Field | Description |
|---|---|
| Code | Specify a code for the template. |
| Description Description 2 |
Enter a description that you want to copy to new project cards. |
| Language Code | Specify a default language. If you don’t, the system will use the code that is stored with the customer. This field controls the language used on new sales documents and for descriptions (translations) of item text. |
| No. Series | Specify the number series that you want to use when creating projects. |
| Date Formula Sales Project Acc. Entries | Enter a formula for dates. For example, entering +1M specifies that revenue estimates should be recorded for cost control one month after expected consumption of an item or a resource. |
| Active Start WBS | Turn on this toggle if you want a new project to start on an active WBS. As the structure doesn’t need to be released, you can start posting to the project right away. |
| Project Type | Choose the type that you want to assign to new projects by default (see Project Types). |
| Status | Specify the status in which projects created from the template should start. |
| Dimension Integration | Specify the default dimension that you want created and assigned to new projects automatically. |
| Dimension Integration Prefix | Enter a prefix to distinguish the dimension integration value stored in the preceding field from the number used for a new project. For example, choosing IT as the prefix creates cost object IT2365 for project 2365. |
| ICP Ships to Customer Address | Specify if you want the shipping address entered for the project copied as the delivery site to a service company during IC transfers. With the toggle turned off, the project is delivered to the business billing the service, that is, the customer address entered in the company the project is copied to. |
The remaining fields are described in other help articles (see Create a Project).
Lines#
On this FastTab, you can set up a WBS that you want to copy to new projects so that you can specify structural elements such as begin- and end-totals early on. You can store one WBS per template.
As for the Expand Budget Lines field, you can use it to specify that when you run the Create Lines from Project Template function to set up document lines in sales and one of the Copy to Sales Doc. Field on the relevant template is set to WBS Line, the system should also copy the budget lines from the template to the new structure.
For more information on how to set up a WBS, see Work Breakdown Structure.
Project budgets#
You can also create budget lines for work packages entered on a template WBS. But unlike actual projects, templates don’t include a pricing function. This means that a work package line entered in a template isn’t updated when you create budget lines for it.
To set up budget lines:
- Open a project template.
- Go to the Lines FastTab and select a WBS line.
- On the ribbon, choose Line > Project Budget Lines.
For more information about the fields found on budget lines, see Budget Lines.
Predecessors / Successors#
You can link a WBS or a budget line to both preceding and following lines in a template. These relations are later retained when you create work breakdown structures from the template.
See also Line Dependencies.
Actions#
Copy Template#
Copies the template WBS, dimensions, extended texts, measurement methods, and other data from an existing to a new template. This function can only be used, however, if you haven’t yet created a WBS for the new template.
Assign Position Nos.#
Adds a position number to every line of the work breakdown structure.
Renumber Lines#
All WBS lines are automatically given internal numbers in 10 000 increments so that you can insert more lines between them. For example, the first line you add between 10 000 and 20 000 will be assigned internal number 15 000.
Done too often in one place, however, the line numbers will eventually go outside the integer range, and insertion will no longer be an option. To create the space required for inserting more lines, you can use this action to reassign the numbers throughout the work breakdown structure.
Create Template from Project#
You can use this action, found on the ribbons of project cards and the project list, to copy a project and its work breakdown structure to a new project template.
When you run the function, a dialog page shows the project number and the active WBS version that are copied by default. You can, however, choose another version if necessary.
You can then enter a unique template code on the page. The system will check whether this code already exists and will show an error message if it does. You can also use multiple toggles here to specify the project-related data that you want transferred.
Example
The Copy Project Data option tells the system to transfer the contents of all fields that are—or can be made—visible on project cards.
Specify project accounts#
Consumption and sales that you post to projects are shown on a chart of project accounts. This chart provides you with both cost estimates and analytical tools for monitoring project progress and performance. The accounts available on the chart are specified in Project Accounts Setup.
Note
When you start using the project365 industry solution but have yet to decide on the structure of your chart, turn on the No Project Accounts toggle in Projects Setup. This will avoid an error message because of non-existent or incomplete project accounts when you budget and post to projects.
After you created the accounts, and set up the related matrix, you can use a batch project to add ledger entries and budget lines that already exist. For more information, please contact your Business Central partner.
Chart of project accounts#
The account chart is used for cost control and provides you with a detailed view of all project-related revenue and expense accounts. None of them are related to the chart in Finance. To set up the chart:
- Choose the Search icon, enter Chart of Project Accounts, and then choose the related link.
- Enter a number and name for the account.
- In the Account Type field, select one of the options shown in the following table.
| Option | Description |
|---|---|
| Posting | Specifies an account to which you can post. |
| Heading | Specifies a line of text for structuring a chart. |
| Total | Specifies a sum derived from totaling project account fields. |
| Begin-Total | Specifies from where to start totaling account lines. Calculation extends from the Begin-Total to the End-Total field. |
| End-Total | Specifies the point up to which account lines should be totaled. Calculation starts in the Begin-Total field. The overall sum is shown in the Total field. |
- On the ribbon, select Actions > Indent Chart of Accounts.
- You are then asked to confirm that you want to indent the chart. Choose Yes.
Comments#
Allows you to add information not included in the Project Account card fields. To enter a comment, select a line, and choose Related > Account > Comments on the ribbon. Each comment can have a maximum of 80 characters.
Project Accounts Setup#
This page looks almost exactly like a posting matrix in Finance. Here you can assign revenue and expense accounts to general product posting groups. You can then use these accounts to budget and post project usage and sales.
You can specify what accounts are selected for posting with the help of project types or work packages, or both. A project ledger (or budget) entry is then assigned to an account according to its entry type (Sale or Usage). The following fields stored with all entries are later used to find an account:
- Gen. Prod. Posting Group
Shows the general product posting group of a posted resource or a posted item. - Project Type
Shows the type selected for a posted project. - Work Package Code
Shows the code from a posted WBS line.
Project operations#
Project work is typically broken down into different sections called work packages. These packages are then assigned to stages of a project by using phase, task, and step codes.
Work packages#
Work packages (packages of services or material) are among the most important components of any work breakdown structure. You can assign budget values to a work package, post to the package, or use it in cost control.
You can also split a work package into subtasks, known as budget line activities in project365.
Each time you enter a package on a WBS, the system copies the same basic data for fields with the same name from the Work Package table. In most cases, you can then change their contents again if necessary.
For more information about work packages, see WBS Lines. The following table will describe only those work package fields that you cannot find on the WBS.
| Field | Description |
|---|---|
| Billing Base | Specifies the base for billing a project. This base is used if the work package, that is, the WBS line, is copied to a sales document, such as a quote or an order (with resource being the most common choice here). |
| Blocked | The work package code can no longer be used on WBS lines. The block, however, doesn’t affect lines that already contain the code. |
| Billing No. | Depending on the selected billing base, this field shows the number of a resource, an item, or a G/L account that you want to use on sales lines. Often, a special billing resource and not a person is entered here. |
| Info BOM Total Cost (LCY) | If a bill of materials has been specified for the work package, this field shows the total unit cost value of that BOM. |
| Info BOM Total Price (LCY) | If a bill of materials has been specified for the work package, this field shows the total unit price value of that BOM. |
| Last BOM Recalculation | Shows when the work package BOM was last recalculated. |
| Use in Resource Planning | Specifies if the work package is available in resource planning. With the toggle turned off, the package contains only material costs. |
| Budget Type Resource | With the checkbox selected, you can budget the work package on a WBS that includes resources. |
| Budget Type Item | With the checkbox selected, you can budget the work package on a WBS that includes items. |
| Budget Type G/L Account | With the checkbox selected, you can budget the work package on a WBS that includes G/L accounts. |
| Budget Allowed | This checkbox needs to be selected if you want to assign budget lines to a WBS line created from the work package. |
Example:
| Code | Description | Working type code | Unit code | Type for billing | Billing no. | Billing type |
|---|---|---|---|---|---|---|
| AP007 | Training | DL | HOUR | Resource | BILL0001 | Time & Materials |
| AP008 | Support (T&M) | DL | HOUR | Resource | BILL0001 | Time & Materials |
| AP009 | Introduction | DL | HOUR | Resource | BILL0001 | Time & Materials |
| AP010 | Services | DL | HOUR | Resource | BILL0001 | Time & Materials |
Work package texts#
Work packages can include additional text. To add text:
- Choose the Search icon, enter Work Packages, and then choose the related link.
- Select a work package. On the ribbon, choose Edit.
- This opens a page where you can edit the package. On the ribbon, choose Extended Texts.
When you enter a work package with extended texts on a WBS, the texts are copied alongside other data to the relevant line. When you later create sales documents, such as quotes and orders, from the WBS, the texts are copied to these new documents as well. By selecting one of the Print checkboxes on extended text lines, you can specify on which kind of document you want to print the text that you entered.
Alternative sales texts#
When you enter a work package on a WBS, the Description and Description 2 fields stored with the package are copied alongside other data to the relevant WBS line, where they can be changed again manually if necessary.
Both fields are also copied to sales lines when you create sales documents. If you, however, want documents to show another description than the one used in-house, you can specify an alternative sales text for the package.
To specify an alternative description:
- Choose the Search icon, enter Work Packages, and then choose the related link.
- Select a work package. On the ribbon, choose Edit.
- This opens a page where you can edit the package. On the ribbon, choose Alternative Sales Texts.
All packages offer a default setting for alternative descriptions and support various language codes for texts relevant to sales. These are then copied to the Description in Sales and Description in Sales 2 fields on WBS lines depending on what language is used for the project.
Work package BOM#
For each work package on the Work Packages page, you can specify a simple bill of materials that can be used as the default BOM for detailed planning. This BOM is later copied to the budget lines that you set up for lines containing the package.
Work package info#
You can track the consumption of work packages across projects and document types in the purchasing, sales, and projects areas with the help of a FactBox. This FactBox indicates how often a package has been retrieved so that you can, for example, identify and delete unused packages. To see the FactBox:
- Choose the Search icon, enter Work Packages, and then choose the related link.
- Select a work package. On the ribbon, choose Edit.
- This opens a page where you can edit the package. On the ribbon, choose Related > Work Package > Info.
Phases, tasks, and steps#
Project activities can be divided into phases, tasks, and steps. Additional levels can be set up for work packages on the WBS.
Phases and tasks specify inter-project structures. Steps group all activities specified for a certain project.
Project budget names#
You can define several budget names and manage, side by side, several budgets for a project. However, only one of these budgets can be active at any given time. To set up a budget:
- Choose the Search icon, enter Project Budget Names, and then choose the related link.
- Choose New to create a name for the budget.
- Fill in the fields as necessary.
You can also select a default name here and block certain budgets across projects.
Journal templates#
Project journal templates#
Every project manager must be assigned a separate project journal. It is enough to use a project journal template named PROJECT for this.
From the template, you can then create journals for employees who will post to projects. Creating one journal per project manager and per person responsible for project-related HR matters should be sufficient. For more information, see Project Time Journals.
To specify journals for users:
- Choose the Search icon, enter Project Journal Templates, and then choose the related link.
- On the ribbon, choose New to create a template. After filling in the fields, use the Batches action on the ribbon to assign users.
You are then directed to the journal assigned to you when you open the Project Journals page. A user for whom no journal has been created will see an error message.
Project time journals#
Employees are assigned to project time journals in the same way as to project journals. The difference is that instead of a user ID, resource numbers are used for the assignment process. These numbers are also added to journal lines when times are recorded.
Project measurement journals#
These journals are set up like journals in Finance, which also means that you cannot assign employees or users to them. Creating a template is sufficient here.
Invoice suggestions#
These are best created per person to bill. You cannot assign employees or users to suggestions. You need to use the Search icon and go to the Invoice Suggestion page manually the first time you want to create a suggestion.