Overview#
Projects in Microsoft Dynamics 365 Business Central1 are dynamic business transactions that extend over a longer period of time. These can be planned, controlled and invoiced in detail with the help of activities and budgets.
You can track the utilisation of working hours, machine running times and materials for individual projects. This is managed via project tasks and their associated project plan lines, which are used to manage expenses and income.
A project consists of a three-level structure:
| Level | Description |
|---|---|
| Project | Bracket with the essential key data. |
| Project tasks | Project tasks subdivide the project into different tasks, such as project management, ancillary project costs, design and development, production, but also, for example, meetings. |
| Project plan lines | Project plan lines represent the means for task fulfilment such as articles, resources or articles |
The development of a project can thus be tracked down to the smallest detail.
In addition, integrated invoicing in the Accounts Receivable & Sales and Accounts Payable & Purchasing areas allows all associated income and expenditure to be recorded.
The project structure and its processes are shown in a diagram below:
For plant and machine builders, the "Plant engineering" service extension makes it possible to track the complex production and scheduling processes in all phases of a project according to costs and deadlines. The KUMAVISION "Plant engineering" function extension describes additional features to the standard Microsoft Dynamics 365 Business Central project1. The following is discussed in more detail:
- Project plans with phases, milestones, tasks and responsibilities
- Project progress and commercial project evaluation can be called up in real time
- Clear management of internal and external resources
- Versatile controlling: budget, material and time expenditure, schedule, quality
The following diagram illustrates the plant construction process from the quotation phase through to the service and maintenance phase:
