Project effort#

In the following, the individual areas are explained in more detail, through which the project, effort and consumption can be assigned.

Thus, on the one hand, the expenses of the resources are recorded in the form of working hours, and on the other hand, article consumption is recorded via stock or project purchasing.

This results in the actual values of a project. Subsequently, these actual values are compared with the planned values.

Personnel / benefit expenses#

The implementation of projects includes consumption as well as sales. Project consumption primarily includes the expenditure of resources. Resources can be employees, machines and subcontractors.

Resource expenditures are always made in the resource base unit via the timesheet. All person resources should have this code as the base unit on the resource card.

Record timesheet#

Using the time sheet, the resources can record their expenses with a corresponding description on the projects. For each resource, the time sheet must have been created beforehand for the corresponding period. For more information, see "Creating timesheets" or the Microsoft Dynamics Business Central™ Helpsite (F1).

Release of the transmitted working times#

The submitted working times of the employees are then approved by the timesheet approver.

To release the transferred working times, call up "Time sheet for manager" via the user search.

The time sheet for manager card opens on which the transferred working times are listed. Via the menu ribbon you have the possibility to approve or reject the transmitted working times via the calls "Approve"/"Reject".

Further information on this topic can be found in the Microsoft Dynamics 365 Business Central1 Helpsite.

Project book sheet#

The time sheet is used to record the project time consumption. To ensure that the projects are also debited with the posted project time items, i.e. the project time items are transferred to so-called project items, the posted time consumptions must be entered via the project book.sheet.

The project posting sheet is used to post project items of all types. For example, material from the warehouse can also be posted here as project consumption. At this point, only the transfer of project items from the project time items will be discussed.

The menu item "Suggest project book. sheet lines" creates an input mask in which the filters for the retrieval can be set specifically.

This function is used to retrieve project time items that have not yet been transferred to project items. As a rule, each project manager retrieves the project time items for which he is responsible. For this purpose, each individual project can be edited or the "Responsible" filter can be used.

The call fills the project book.sheet with all necessary data from the project time item. One book.sheet line is created per project time item.

After updating, the project book sheet is empty again and the corresponding project items have been created.

External resources#

External resources can be purchased via purchasing documents.

For external resources, a vendor can be specified on the resource card. This creditor is the invoicing party, e.g. a personnel service provider. In the case of a freelancer, the freelancer must be created as a resource and as a vendor and linked accordingly.

If an external resource is entered in the project plan lines, this vendor is transferred to the field of the same name in the project plan line. Thus, a cost price determination can be carried out specifically for the combination resource / vendor. Also a creation of a purchase order of the external resource from the project plan line takes place with the creditor of the project plan line.

In addition to cost prices, sales prices and purchase prices can also be defined for external resources.

Cost of materials#

In addition to the time spent on resources, projects also have material costs. This is managed via articles. The demand is defined and planned in the planning lines. The missing parts are ordered or produced via purchasing or production.