Project Management in Business Central by Freelancer Madhavi - Dailymotion

Freelancer Madhavi

📍Project (job) Management : Projects are a way for us to schedule the usage of our company's resources and to keep track of the various costs associated with the resources on a specific project. Projects involve the consumption of employee hours, machine hours, inventory items, and other types of usage that you might want to track as a project progresses. This notes covers the Setup of a New Project and related Tasks: 1. Handle Fixed Pricing. 2. Make Payments in Installments. 3. Post Invoices from Projects. 4. Copy Projects.

Transcript

00:00Hello friends, welcome to my channel, I am from Lancer Madhvi and today I am going to

00:22talk about project management. So if you are using on-premises or older version or business

00:28then you can use project management, job card, job task. This way you can find the terminology

00:40which will be called job word. Define a project activity by creating a job card with integrated

00:47job tasks and job planning lines. Now the job card will be divided into job task and job planning

00:54line. Structured in two layers. The job task enables you to set up job planning lines and

01:00to post consumption to the job. So you can create WIP. The job planning lines specify the

01:06detail, use of resources, items and various general expenses. So this is the purpose of

01:12job card. This way you can define the various tasks involved in a job. You must create

01:18at least one job task per job. You must create at least one job task per job.

01:22because all posting prefers to a job task. Having at least one job task in your job enables you to set up

01:38job planning lines and to post consumption to the job planning lines and to post consumption to the job.

01:54So this is the purpose of the job task. You must create multiple customers. You must create

01:58multiple customers. You must create a set up. You must create a set up.

02:02Job set up or project set up. If you have a higher version then you will get a project word.

02:08I will show you. If you use Kronos company, sample company, sample data, sample set up, sample entries,

02:14sample cards, task planning lines, etc. You will get all of them. So if you check all the

02:20of the Kronos, check all the setups. What is assigned and how you want to establish it.

02:24After that, follow it. You will follow it. You will have a life system.

02:28You will have a system that you want to implement.

02:32So this way, we will go to the next one. On Promises version.

02:36Look in the dashboard. What is the user task?

02:40Here, there is a job keyword.

02:44What means? What is a schedule task?

02:46It is a schedule program.

02:50It is a schedule program.

02:52This is a schedule program.

02:54If you have a schedule program

02:56If you have to update some of the tasks

02:58you have to assign the tasks that you have to do weekly

03:00or monthly or this time.

03:02Then there is a job keyword.

03:04That is not to relate the job.

03:06This is a different thing.

03:08Here, there is a schedule task assigned.

03:10There is a schedule work assigned.

03:12which we can do as a job program but it is normally batch program scheduled tasks

03:20batch program scheduled tasks where you can run any report or scheduled program

03:26so you don't have to understand that I will talk about this job

03:30or not I will talk about this job

03:32I will talk about projects

03:34the higher version of the project card is the same

03:38the same thing you need to do as a project card

03:42if you go to the settings

03:44you will assign a role in my settings

03:46you will assign a role in my settings

03:48you will assign yourself as a project manager

03:50and select it

03:52then you will get all these buttons

03:54and if you want to create time sheet

03:56you want to make time sheet approved

03:58user set up

04:00user assign

04:02project manager

04:04time sheet

04:06user set up

04:08user

04:10user

04:12user

04:14user

04:16user

04:18user

04:20project manager

04:22and

04:24these

04:26things

04:28you can check

04:30you can check

04:32you can check

04:34you can check

04:36you can establish

04:38the time sheet

04:39features

04:40you can enable

04:41resources

04:42use

04:43permissions

04:44in your project

04:45you have to make a resource

04:46and you have to make a unit cost

04:48which you can do

04:50actual cost

04:51and unit price

04:52which you can do

04:54invoicing

04:56that you can do

04:58so you can do

05:00the resource

05:01which you can do

05:02the quantity

05:04field

05:05you can do

05:06how many hours

05:08you can do

05:10unit of measure

05:12unit of measure

05:135

05:14unit of measure

05:16unit of measure

05:17hour

05:18quantity

05:195

05:20unit of measure

05:21day

05:22hours

05:23resource

05:24if you can do

05:25resource

05:26this way

05:27you can check

05:28resource card

05:29here

05:30you can check

05:31resource card

05:32this way

05:34which I tried to say

05:36unit of measure

05:37now

05:38number

05:39series

05:40name

05:41resource

05:42person

05:43and machine

05:44per hour

05:45machine

05:46rate

05:47unit of measure

05:48hour

05:49day

05:50day

05:51option

05:52not

05:53create

05:54you can assign

05:56hour

05:57day

05:59day

06:01day

06:03hour

06:04machine

06:05machine

06:06resource

06:07if you can assign

06:08person

06:09then

06:10person

06:11time sheet

06:12create

06:13and submit

06:14here

06:15there is option

06:16card

06:17here

06:18there is option

06:19create

06:20time sheet

06:21and submit

06:22manager

06:23or project manager

06:24on the page

06:25manager

06:26time sheet

06:27and manager

06:28will check

06:29and approve

06:30and submit

06:31after

06:32job journal

06:33or project

06:34task

06:35and

06:36post

06:37and

06:38post

06:39if you have

06:40resource

06:41related

06:42work

06:43you can do

06:44process

06:45if you have

06:46resource

06:47related

06:48set up

06:49and

06:50project

06:51journal

06:52here

06:53suggest

06:54lines

06:55from

06:56time sheet

06:57and

06:58you can

06:59type

07:00and

07:01project

07:02number

07:03and

07:04task

07:05number

07:06and

07:07task

07:08line

07:09number

07:10and

07:11generate

07:12lines

07:13and

07:14post

07:15not

07:16so

07:17you can calculate

07:18here

07:19you can

07:20calculate

07:21pending

07:22and

07:23here

07:24you can

07:25post

07:26here

07:27you can

07:28update

07:29to

07:30this screen

07:31and

07:32resource

07:33leisure

07:34entries

07:35you can

07:36activate

07:37balance

07:38and

07:39check

07:40balance

07:41and

07:42you can

07:43check

07:44the

07:45general

07:46production

07:47group

07:48and

07:49unit

07:50cost

07:51and

07:52unit

07:53cost

07:54multiply

07:55and

07:56hourly

07:57calculate

07:58price

07:59and

08:00price

08:01and

08:02price

08:03and

08:04unit

08:05price

08:06will be

08:07billable

08:08and

08:09actual

08:10invoicing

08:11changes

08:12will be

08:13different

08:14but

08:15unit

08:16price

08:17will be

08:18billable

08:19invoice

08:20so

08:21if

08:22you

08:23change

08:24things

08:25will be

08:26different

08:27personal

08:28data

08:29job

08:30title

08:31designation

08:32personal

08:33education

08:34what

08:35country

08:36belongs

08:37address

08:38contact

08:39class

08:40employment

08:41date

08:42you can

08:43assign

08:44tax

08:45assign

08:46time

08:47error

08:48will

08:49miss

08:50or

08:51create

08:52and

08:53approver

08:54will

08:55be

08:56user

08:57ID

08:58you can

09:00see

09:01owner

09:02and

09:03approver

09:04will

09:05assign

09:06error

09:07so

09:08this

09:09thing

09:10is

09:11assign

09:12to

09:13employee

09:14and

09:15resource

09:16card

09:17will

09:18assign

09:19and

09:20employee

09:21assign

09:22you can

09:23search

09:24directly

09:25and

09:26search

09:27this

09:28is

09:29a

09:30brief

09:31now

09:32user

09:33task

09:34is

09:35about

09:36self-service

09:37service

09:38if you

09:39know

09:40self-service

09:41current

09:42timesheet

09:43you can see

09:44open

09:45current

09:46timesheet

09:47you can see

09:48you can see

09:49you can see

09:50this

09:51time

09:52you can see

09:53which I have recently

09:54used

09:55I have

09:56posted

09:57status

09:58and

09:59you can check

10:00if it is approved

10:01or not

10:02you can reopen

10:03submit

10:04and comment

10:05prepare

10:06buttons

10:07you can see

10:08create

10:09and submit

10:10and approve

10:11you can see

10:12your

10:13manager

10:14is

10:15status

10:16approved

10:17so

10:18this

10:20is approved

10:21and

10:22approver

10:23is

10:24manager

10:25so

10:26that

10:27you can see

10:28manager

10:29timesheet

10:30you can see

10:31manager

10:32timesheet

10:33so

10:34you can see

10:35manager

10:36timesheet

10:37if

10:38you can see

10:39because I have

10:40asked questions

10:41every time

10:42I ask

10:43questions

10:44so

10:45manager

10:46timesheet

10:47manager

10:48timesheet

10:49manager

10:50timesheet

10:51manager

10:52timesheet

10:53by project

10:54manager

10:55timesheet

10:56you can see

10:57that

10:58you can see

10:59by project

11:00and

11:01so

11:02manager

11:03will approve

11:04and reject

11:05and

11:06review

11:07timesheet

11:09when

11:13approve

11:14then

11:15approve

11:16and

11:17approve

11:18then

11:20command

11:21to approve

11:22this

11:23then

11:23install

11:24the

11:25button

11:26after

11:29approve

11:30this

11:31then

11:32approve

11:33and

11:34approve

11:35that

11:36when

11:37approve

11:38the status is approved, because these two are submitted, I have submitted and approved

11:50so you can see it in this way, so if you are a manager then you can approve it

12:00and if you want to check it out by project, if you want to check it out by project, manager

12:09so it's done by employee resource wise, and if you want to call the employee resource

12:17it has a dependency on the resource card, so it's approved, this is the manager timesheet by project

12:25choose all to approve all lines, choose selected to approve only selected lines

12:36this way, you can recommend which one is approved and which one is cancelled

12:40reject, reopen, approve and reject, until the salary is not available

12:48so until you can focus on this, because after that, the time sheet will go

12:53and then what happens is that the salary will generate

12:55so if you have salary or external resources or outsourcing

13:00then you can use project fees or project charges, so you can see it

13:05new time sheet, you can open it here, the self service section

13:09open my current sheet, time sheet, time sheet in progress, pending time sheet

13:14submitted, but you don't need to approve or reject or cancel

13:20if you will cancel it, then you will get re-submission

13:24so you can also know what was wrong with the resource

13:27so submitted time sheet, rejected time sheet, approved time sheet

13:32time sheet to be approved

13:35it was approved for approval, but now I have not approved

13:39so I have two things that I have seen, that I have seen

13:42that one is approved, that one is approved

13:45so rejected, not only approved, but only approved

13:49and every hour they send, they are approved

13:52so that they have their work completed, tasks and tasks

13:55and tasks related to the planning line

13:57they have completed, submitted, and their time sheet approved

14:00now go into my project, here I have a job task, project, target, construction, mission, and schedule,

14:07construction, mission, or stack demo, a new office furniture

14:10and this is the way this project is assigned

14:12and I said, like in upgraded versions

14:15or new versions, you will get a project name

14:18here you will not get a job name

14:20this is my on-premises, where I have written a job

14:23so this is the job word and terminology

14:26but here you will get a project terminology

14:29I have a small screen, so that I have

14:31insights section, self service section, user task

14:35and you can see all these sections

14:37so user setup, you need to assign

14:39and you can assign the user

14:41and you can assign the approver

14:42and you can assign the approver

14:44so the main approver

14:47is the user task

14:49and the user setup

14:50will also be related to this

14:51so that you need to design

14:53then you will need to design

14:54after this

14:56see, the project has been

14:58the actual price to budget price

15:01what is the difference between actual and budget?

15:03what is the difference between the actual and budget?

15:04what is the difference between the card?

15:05what is the profitability?

15:06which is related to the project

15:08which is the total revenue, total cost

15:10and total margin

15:11you can click on it

15:12and see, this is the change

15:14right?

15:16now you can check the total revenue

15:18and total cost

15:20total revenue

15:22total revenue

15:2451,800

15:25total cost

15:26and which projects

15:27highlight

15:28I have clicked on it

15:30and it will open the project

15:32header

15:33and the system is slow

15:34so

15:36see

15:37I have clicked on it

15:39and it will come to this project

15:41if you can see it

15:43then you can reflect the value

15:45so you can check the value

15:46so you can check the things

15:48you can see it

15:49that it has a reflection

15:50like the project card

15:51doesn't mean

15:52that it is the sign

15:54and it is the same

15:55it is the same

15:56but it is not the same

15:57this is the same

15:58this is the 51,800

15:59revenue

16:00and cost

16:01cost

16:02and you have to be 28,70

16:03and you can profit

16:04from the 24,090

16:06then you can profit

16:07now you can click on the profit margin

16:08and then

16:09click on it

16:10and then you can check the value

16:11and check it

16:12then

16:13the total cost

16:14and total revenue

16:15you can check

16:16You need to check the actual total cost, total price.

16:20You have costing whatever you have done,

16:23whatever you have done in the project planning line,

16:26whatever you have done in the resource,

16:28or your purchase order,

16:29or JRN.

16:30When there is no actual purchase invoice,

16:33then there is no actual price generated.

16:35After actual pricing,

16:36if you have a purchase invoice,

16:38which is related to your project card,

16:41it is created from there.

16:43So it's a calculation.

16:45Budget means planning and actual cost.

16:48So planning value,

16:49actual price means that you have post invoice invoice,

16:52or the resource costing of WIP,

16:54or the planning line generated.

16:58Price variance.

16:59If there is a difference between actual and budget,

17:01then there will be price variance.

17:03So you need to check this out.

17:04So you need to think about the dashboard,

17:07you need to think about what's happening.

17:11So you need to check this out.

17:13So you need to check this out.

17:15So you need to check this out.

17:17First of all,

17:19the project actual price to budget price.

17:23Actual price means that GL posting,

17:25invoice, invoice.

17:27Invoice or budget,

17:28how much difference there was a difference between projects and projects related.

17:30But this chart says,

17:32project actual cost to budget cost.

17:35Actual cost means that you have posted WIP and budget cost.

17:41You can compare it to this.

17:42Invoice also,

17:43it's not that you have to check out.

17:44You have to check this out as well.

17:45All the jobs is related to job,

17:48look at job 10,

17:49job 20,

17:50job 40,

17:51job 30.

17:53I have to check this out,

17:55job 20,

17:56job 40,

17:56job 30,

17:59job 20,

18:00job 40,

18:02job 30,

18:02job 20.

18:04I had to check this out.

18:05The profitability thing was showing,

18:07I looked at this task.

18:09So this was the task,

18:10it was the task.

18:12What I have done is that I had a project target.

18:16Like a header, you can create a project card.

18:20You can open a project card.

18:22You can take a list from the list.

18:25After clicking the new button, you can create a new button.

18:28If you have a plus sign or a new button.

18:30After that, we have taken a number here.

18:35We have taken a number here.

18:37What do we have done here?

18:39The number series.

18:40After that, you have a description of the project.

18:42What is related to the project.

18:44You have to assign a customer.

18:46You have to assign a customer.

18:48After that, you have to assign a line.

18:51You have to assign a line.

18:53Line number 10, line number 20.

18:55Whatever you want to write.

18:57You have to assign a posting.

18:59You have to assign a start date and end date.

19:02After that, the budget amount.

19:05The line is controlled.

19:08Again, the �ing order are direct.

19:10The listing or, you can figure out the project planning.

19:12You can add a task number of project planning.

19:13If you are battling a career, there is a number of multiple entry,

19:16Actually, the number is not at the differentайаз variable.

19:18If you areSwitchable and Desk, the number aller your salary.

19:19Aaat the same amount.

19:20A score over the product has three dots.

19:23Costing and Billing

19:25That means Billing is a Sale Invoice Generator

19:27So I have 4 quantity

19:29First of all, number

19:33The task line is related

19:35Then you will make a budget

19:37and you will also make a bill

19:39Planning 9

19:41Planning 8

19:43The type of resource

19:45We have received the resource

19:47You can check the resource card

19:49You can check the resource card

19:51You can check the resource card

19:53So I have explained it

19:55So I will not do it

19:57You can check the resource card

19:59The costing is coming from here

20:01Now quantity 4 means

20:03It will be 4 hours for this project line

20:21You can check the resource card

20:26On the importance

20:2810 hours for this moment

20:30And.

20:31This is the shortcut

20:33you can check the resource card

20:35on the top of this project

20:37You can check the resource card

20:40that purchases down as it is

20:42and down as it stops

20:43And what if you like

20:45You can置か the resource card

Project Management Dashboard Overview in Business Central | Part-1 #d365bc #project #job #management

Category

Transcript

Be the first to comment

Project Management in Business Central

Recommended