- 3 months ago
Project Management Terminology in Business Central:
(1) Job or Project... both are the same.
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💁All inbuilt/standard Project related Reports under Project Management Module in Business Central : -
Project Reporting in Dynamics 365 Business Central, allows Project and Business Professionals to get insights and statistics about current and past project activities.
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📝Hint: To get an overview of available reports, choose All Reports on your Home page.✔️
➡️Note 1: Demo or Sample Company, Cronus India Pvt. Ltd. has been used here, to create the presentation or video.✅
➡️Note 2: Enviornment is in use... On-premises Business Central.✅
(1) Job or Project... both are the same.
-----
💁All inbuilt/standard Project related Reports under Project Management Module in Business Central : -
Project Reporting in Dynamics 365 Business Central, allows Project and Business Professionals to get insights and statistics about current and past project activities.
----
📝Hint: To get an overview of available reports, choose All Reports on your Home page.✔️
➡️Note 1: Demo or Sample Company, Cronus India Pvt. Ltd. has been used here, to create the presentation or video.✅
➡️Note 2: Enviornment is in use... On-premises Business Central.✅
Category
📚
LearningTranscript
01:00Hello friends, welcome to my channel. I am Lanzar Manui and today we are going to talk about project-related reports.
01:10If you have activated your project management setup and all the features are activated,
01:20whether it is your team or other features,
01:25you will generate a report because you will post your data.
01:33How can you check the reports?
01:35How can you show the reports?
01:37What do you have to do first?
01:39You have to click on the first screen,
01:43or click on all reports,
01:45or click on the three panel lines.
01:47After coming here,
01:49you will see a lot of roles here.
01:54Administration, manufacturing, finance, projects,
01:58human resource, purchasing, service, etc.
02:02There are many other features like warehouse, sales and marketing.
02:05So, this way,
02:06I have told you that if you have activated project management,
02:10then you will find the section of project management.
02:13You will find the section of project management,
02:15but if you have posted data,
02:17then there will be reports generated.
02:18There will be just a difference.
02:20You will find all the modules.
02:22In these modules,
02:24if you have posted data on projects related to projects related,
02:27then you will find reports.
02:29You will find resources related to your resource and time sheet data.
02:32Then you will find reports related to your resource related.
02:34So, you will find project management.
02:36I use this system on-premises.
02:39So, you will find a look and feel on-premises.
02:42On-cloud,
02:44you will find the job work that you will find.
02:47And you will find a lot of reports connected to Power BI.
02:51There will be a lot of timeline,
02:53project timeline,
02:54project analysis,
02:56actual to budget.
02:57These reports will be connected to Power BI.
03:00So, you can connect to the timeline and other reports.
03:04You can connect to Power BI.
03:06You will find an option on-premises.
03:08But this is on-premises.
03:09So, you will find projects on-premises.
03:12Explore.
03:14Now, with jobs,
03:16the other word terminology is project.
03:19So, if you have a project word,
03:21and if you have a job,
03:22then you will find the same thing.
03:24There is no difference.
03:25Now, let's go to register entries.
03:27If you have posted entries,
03:29then you will find
03:31job register,
03:32project register,
03:33job leisure entry,
03:34project leisure entry,
03:35job WIP entry,
03:36project WIP entry,
03:38and job WIP GL entry,
03:40which means project WIP,
03:42general agent entries.
03:43Okay?
03:44Resource capacity entries,
03:45and how many resources
03:46used to be in a project,
03:47then you will find the same.
03:48Overhand.
03:49Now, the main main report is
03:5210 reports.
03:53You will find 10 reports.
03:55There is an analysis report,
03:56project analysis,
03:57and job analysis.
03:59You will find the same.
04:00You will find the same.
04:01We will find the same.
04:02If you have a data,
04:04then we will find the same report.
04:05Setup?
04:06You will find the same.
04:07Last minute.
04:08You will find the same.
04:09Setup section.
04:11When the report opens,
04:12then it will be the same.
04:13Last minute.
04:14Setup section.
04:15Now, we have come to job analysis.
04:17Then, the report will open the job analysis.
04:19What will happen in this report?
04:20Now, you have a simple thing.
04:22You want to see something.
04:23As you want to see the budget,
04:25So, we have to select the field, we have to select the currency. Indian currency, your country, your currency will be local currency and other country currency will be foreign currency.
04:36I have to look at the budget price, comparison with the users price and that is also in local currency.
04:45So, we have to look at the billable price and then we have to look at the invoice price.
04:51Then we have to look at the budget cost, users cost, billable cost, invoice cost.
04:55Then we have to look at the budget profit, users profit, billable profit, invoice profit.
05:00So, you can also look at the posting of the prospectus.
05:04There are other builds, but I don't need it.
05:06Exclude zero lines.
05:08If you have zero lines, then I don't need it.
05:11If you have a filter, you can add a filter.
05:15You can add other filters like posting date, job task number,
05:19or that particular filter that you have created.
05:24So, if you add a single filter, you can add a single filter.
05:27If you add a blank filter, you can add a blank filter.
05:30If you have multiple choices, you can use the straight line.
05:36If you add a filter, you can add a filter.
05:42Now we have to look at the filter.
05:44We will preview it.
05:46You must change two pages.
05:56Don't add 1 to this page.
05:57We can add a filter.
05:58If you add a filter, they will have information for pointing to diseases.
06:00If you have a filter and address them, you will get your pointer.
06:02Can you sign up?
06:04If you add one to this page, plus you will have to change.
06:07So, we can see clearly.
06:09Now, Job Analysis or Project Analysis, this is the name of the report, the job task number, the description, the name of the lines, the budget price, the users, the available and the invoice price.
06:22The budget means that you had an estimation for the project and the lines.
06:28Now, the main project was the subgroups and particular project tasks.
06:34Determining, specifications, selecting, punishing, obtaining customer approval.
06:39So, this is estimated.
06:42What is the budget?
06:44What is the estimated value?
06:46Actual.
06:47In actual, the cost of the users, which are costing, which are actual.
06:51Billable means that they need to make bills and make bills.
06:58So, this is billable.
07:01This billable means that when you have to make bills, you can make bills.
07:05Invoice means that when you send an invoice to customers, you can generate invoice.
07:12Actual invoice is posted on the system.
07:14Actual invoice is posted on the system.
07:15Actual invoice is posted on the purchase invoice and sale invoice.
07:18Invoice will also be updated.
07:20Okay?
07:21Okay?
07:22So, this section will complete the budget estimation of your lines.
07:27And the same as the assembling of the furniture, the budget is enough.
07:31And the cost of the price is not just the budget.
07:34And it's billable.
07:36Okay?
07:37So, if you don't add a section to the user section, then you can do comparison.
07:41You can do the estimation and costing.
07:44So, if you need estimation and costing, you can also add a budget.
07:47So, you can also add a budget.
07:48You can also add a estimation to the users.
07:50When you post the WIP entries.
07:53So, the cost of the actual cost will be updated.
07:56You can do that.
07:57Now, if you have 15,000 of the budget did not complete.
08:0015,000 of the budget did not complete.
08:0215,000 of the budget did not complete.
08:0415,000 of the budget did not complete.
08:0616,000 of the budget was $875.
08:08So, if you have this to get $1,875,
08:12that costs extra.
08:14So, you will get over the budget.
08:17Because the budget is max to max estimated price.
08:21Just as much as possible,
08:23you can invest in the budget that you would need to buy $500,000 or $5,000,
08:25$5,000, $10,000, then you think that the budget will be as max as possible.
08:31Actually, it will be more than possible, but you will see the over-budget.
08:36So, you will see a report on the over-budget,
08:38the value of the over-budget will show you.
08:40If you want to bill-able, you can bill-able and you can bill-able.
08:45You can put other charges on your last invoice.
08:48If you want to pay taxes on your last invoice, then there will be differences.
08:53So, in this way, you will understand the report.
08:55And the last invoice will be totaled.
08:57There will be a total of tasks and a total of main.
09:01In a project, there will be multiple tasks.
09:04There will be multiple lines.
09:06In the last invoice, you will get to the last invoice.
09:09So, you can compare it to the last invoice.
09:11If you want to go to the next page, click on the next page.
09:14Then you will see the values changed.
09:1727, 7, 16, the same for the first line.
09:21The second line is also same, 69, 400 and 69, 400.
09:27Third line is also same, 28, 20, 28, 20.
09:31And our total value for the first phase and group for the free money expenses is 170, 980.
09:38And then the assembling the furniture.
09:44The price is more than the budget price.
09:5027, 280.
09:52257, 280 the difference value will be your variance or you can say the over budget price.
10:00Next, the billable value and any invoice is not posted.
10:04So, the invoice will not be posted.
10:06So, when you post the transition, there will be a data that you have posted.
10:10Or you have created the actuals line.
10:12So, if you put the budget price in the task line,
10:16which is the planning lines, project planning lines,
10:20job planning lines,
10:22then the budget value and users value will be updated.
10:24Sorry.
10:26Budget and billable will be updated.
10:28Budget and billable will be updated.
10:30The project and job planning lines will be updated.
10:32So, this value and this value will be updated.
10:34But users and invoices.
10:37Users comes with actual WIP, purchase entries,
10:42all of them will be updated and posted.
10:44And when you post a sale invoice,
10:47when you post a sale invoice,
10:51then when you post a customer invoice,
10:56then the value will be added.
10:58So, users and invoices are related to purchase invoices.
11:02So, this is the difference between users and invoices and billable.
11:16Budget and billable.
11:18This is also the budget and billable will be added.
11:20The cost of invoices and invoices will be added.
11:23This is the comparison.
11:24So, you can check this comparison.
11:26And if you have put a line in the project planning line,
11:30that is not done with the line.
11:32Then it will blank.
11:33So, you can check this out.
11:34The third line is added to the budget and billable.
11:36This line is also added to the budget and billable.
11:39This line is also added to the budget and billable.
11:41If you post a actual entry,
11:42then the actual entry will be added.
11:44It will be the user's invoice.
11:46The actual entry will be added to the user's invoice.
11:48The main jail is added to the posting group.
11:52The background jail.
11:54The data will be updated.
11:56So, this is a report that I have explained.
11:59The other reports are also added.
12:01It is the same thing.
12:03You can check all the reports together.
12:05If you go to the job page,
12:08you have to scroll down a little bit.
12:12You have a job register.
12:16You have a job register.
12:18You have a job register.
12:20You have a job register.
12:22You have a job register.
12:26In the chronological order,
12:27you will see the transactions that you have posted one by one.
12:32So, it will be the register.
12:34If you look at the day book,
12:36there will be a job register involved.
12:38But you can click on the transaction and see what was the job register.
12:42Now, the user's entry is posted.
12:44The item is posted.
12:45The resource is posted.
12:46So, you can go into the details.
12:49Then, I want to see the other reports.
12:52I want to explore the other reports.
12:54If you don't see the reports, direct project reports,
12:58just like the project manager section.
13:00Then, you can check the module-wise.
13:05You can change the roles.
13:07You can change all the modules.
13:09Now, the report section is the section.
13:13The report section is the section.
13:14The task is the simple thing.
13:16You can see the poster document lines.
13:17You can see the lines.
13:19So, I will explore all reports.
13:22Then, I will see the reports section.
13:26So, I have to check the reports in the columns.
13:28So, 10 reports.
13:30I have to see the records.
13:3110 reports are the same.
13:33I have to see the records register.
13:34I have to see the analysis.
13:37I have to see the analysis.
13:38Planning lines, transaction register.
13:39I have to see the register.
13:40Like I have to the right-handle of you.
13:41So, the register is the same.
13:43I have to see the page,
13:45or PDF format and the screen report layout.
13:47same thing you can see in the page section
13:50if you look at the report layout
13:53you can see the report layout
13:56there are numbers like 1, 2, 3, 4
13:59if you want to use a number
14:02then you can preview the system
14:05you can see the report created by
14:08the lines generated by
14:11you can also use the filters
14:14you can see the number that I have selected
14:18so you can see the particular lines
14:21and if you want to use the report
14:24then you can see the report layout
14:26before I have shown you the page
14:28and if you think
14:31explore or
14:34if you think
14:36that
14:38I don't need the filter
14:40directly
14:42directly
14:44and you can see
14:45then you can see the system
14:46you can see
14:47and then you can say
14:48filters are not
14:49necessary
14:50filters are not
14:51necessary
14:52register
14:53you can see the
14:54job register
14:55or project register
14:57one by one
14:59all
15:00register
15:011, 2, 3, 4, 5, 6, 7
15:057, 7
15:06you can see multiple lines
15:08so multiple lines
15:09there are no
15:10resource
15:11or item
15:12multiple resources
15:13there are
15:15register number 7
15:16two resources
15:17used
15:18single item
15:19used
15:20register number 7
15:21right
15:22and the rest
15:23are single
15:24two
15:25one item
15:26one resource
15:27and one resource
15:28only resource
15:29and register number 11
15:30then GL
15:31used
15:32so
15:33you can check the register
15:34and download
15:35page
15:36index
15:37then
15:38you can text
15:39so
15:40this is
15:41one
15:42page
15:43also
15:44you can check
15:45the rest of the reports
15:46you can check
15:47the rest of the reports
15:48you can check
15:49the rest of the reports
15:50first
15:51we can explore
15:52all
15:53because
15:54all the models
15:55are
15:56collapsed
15:57so
15:58expand
15:59and collapse
16:00expand
16:01all
16:02x
16:03mode
16:04you can see
16:05one
16:06one
16:07one
16:08one
16:09one
16:10one
16:11one
16:12one
16:13one
16:14one
16:15one
16:16one
16:17one
16:18one
16:19one
16:20two
16:21one
16:22two
16:23two
16:24budget
16:25so
16:26one
16:28is
16:29very
16:30accurate
16:31in
16:33every
16:40one
16:41the
16:43one
16:44one
16:45one
16:46one
16:47one
16:48two
16:49three
16:50one
16:51one
16:52two
16:53If you are looking for a small job, you can do a little bit of a budget
17:00Now, look at this quantity, total cost, line amount
17:06Multiple job tasks, multiple lines
17:11And how many tasks in a project is defined
17:14Last month's total
17:16You can check that one by one, a whole project is completed
17:22How many phases, multiple single-single jobs
17:26There were also multiple planning lines
17:30And all of the planning lines
17:33And then the main project has totaled
17:36So, last month's total
17:39This will be shown in this way
17:42You can check that one by one
17:45Setting up 10 conference rooms
17:47It was the title
17:48It was written mining, specifications, selecting, furnishing
17:52Obtaining customer approval
17:54Assembling the furniture
17:56And meeting with the customer
17:58And ending with the project
17:59These were all things
18:00So, overall, you can check all these things
18:04So, in this way
18:06What do you want to do?
18:08You want to understand the report
18:10If you want to go to the last page
18:12If you want to make a big piece of the project
18:14If you want to use a small piece of your project
18:15So, this is a small piece of your project
18:16Use a small piece of the project
18:18That is the job actually to budget
18:20Which means which is the value also
18:23The terms that we have posted
18:24To generate actual
18:25And what was estimated
18:26Budget
18:27Which means the estimates
18:28You know what the plan is
18:29Youентime thing
18:30That max estimation
18:31It is enough
18:32planning for our budget.
18:34So, you have to pay attention to the budget.
18:39So, if you have an estimate of your budget,
18:44and in actual budget,
18:47you will get over budget.
18:51Because you have to post the actual budget.
18:54So, you can pay attention to the budget.
18:57But, when planning is possible,
18:59you will tell your value.
19:01But what happens in actual, when the actual thing is posted, they will cover up here.
19:05So, your budget and actual will be a comparison.
19:08Then, your variance over budget can also be possible.
19:11And under budget can also be possible.
19:13If planning is good, under budget can also be profitable.
19:16And if it is equivalent, same as budget and actual,
19:20your estimation of your planning was increased,
19:23then that is also a perfect point for you.
19:28So, your job and actual, and budget will be generated.
19:33And in the dashboard, Power BI, the report will be generated.
19:38Here, your job and actual price to budget price,
19:41the dashboard will be shown in the dashboard.
19:43If your system is slow, then the report will be generated.
19:46Now, on-premises is like this,
19:48which will be shown in the on-cloud version,
19:50you can see Power BI with Power BI.
19:52And it will connect with Power BI.
19:54It's a long time to get started.
19:55So, one by one, you can click all the reports,
19:57and you can click on Power BI.
19:59Let's look at its section.
20:00This section on Power BI,
20:01where the reports are generated.
20:03and it has started with Power BI.
20:04You can click on it,
20:07and run the system's setup,
20:10and the power BI is operated.
20:11So, the data is generated from business intelligence reports,
20:15and there are many features,
20:19you can check the features.
20:20but this is in the feed version of the cloud, so you can check it out.
20:26After that, I will show you another report.
20:30Explore all.
20:33After that,
20:36there is a job suggested billing.
20:41You can check it out.
20:43You can check the setup section below.
20:46The job suggested billing.
20:48First, we will preview the filter without any filter.
20:50If there is a filter,
20:52then the system will give an error.
20:54We will give an error.
20:56If there is no error, you can open it.
20:58The data is posted.
21:00In the Kronos system,
21:02there is a sample data posted in Kronos.
21:04You can check it out.
21:06The report's name is job suggested billing.
21:10Kronos India Limited.
21:12There is a date.
21:14The customer is coming out.
21:16The name is the user.
21:17Job task number.
21:18The customer has a customer number.
21:20Okay?
21:22What is the customer number?
21:24The customer number is where is the customer number.
21:26The customer number.
21:28The job is where is the word.
21:30The customer number is here.
21:32The customer's name is this.
21:34Here is the status.
21:3640,000 and 4 times 0 is the customer's unique idea.
21:42Customer number.
21:44This way you will get to know that
21:48Deerfield Graphics Company,
21:52Deerfield Graphics Company,
21:56what are you doing?
21:58You have made a project
22:00Your name is Deerfield.
22:06Your client's name is Deerfield.
22:08Because it has been setting up 8 work areas,
22:12so you have made a description of Deerfield, 8,
22:14and its detailed description of Deerfield Graphics Company.
22:20The name is setting up 8 work areas.
22:26The name is Deerfield.
22:30The name is Deerfield.
22:32The name is Deerfield.
22:34The name is Deerfield.
22:36The name is Deerfield.
22:38The name is Deerfield Graphics Company.
22:40After that,
22:42you have made a project
22:44task number,
22:461130.
22:48This is project task number.
22:50This will go to the project planning line.
22:52Obtaining customer approval.
22:54The cost of sales.
22:58The sales.
23:00Suggested billing.
23:02Suggested value.
23:03Total billable.
23:04This is why we have called billable.
23:06Billable invoice. Suggestible.
23:08Suggested billing.
23:101210.
23:11Assembling the furniture.
23:12Cost.
23:13Sales.
23:14Total billable.
23:151310.
23:17Meeting with the customer.
23:187480.
23:1915,000.
23:217480 for the cost.
23:2315,000 for sales.
23:25Total billable.
23:26Billable.
23:27And suggest billing.
23:28In the INR.
23:29Next.
23:31The next customer.
23:33The name is your project name.
23:36The name is Wilford.
23:40Setting up 10 conference room.
23:43Description.
23:44Description.
23:45Description.
23:46Description means name.
23:47Project name.
23:48customer.
23:49Customer.
23:50Code.
23:51Code.
23:52Code.
23:53Code.
23:54Code.
23:55Billfold.
23:56Billfold.
23:57Code.
23:58Setting up 8 work areas.
23:59Description.
24:00Setting up 10 conference room.
24:02Description.
24:03Description means name.
24:04Project name.
24:05Code.
24:06For the project.
24:07For the customer.
24:08For the project.
24:09For the customer.
24:10For the project.
24:11For the customer.
24:12Go straight.
24:13Go straight.
24:14Job.
24:15Job.
24:16Code.
24:17Job.
24:18Description.
24:19Customer.
24:20Customer.
24:21Code.
24:22Customer.
24:23Department.
24:241130.
24:25Number repeat.
24:26Nay.
24:27Ho.
24:281130.
24:29Obtaining.
24:30Customer.
24:32Approven.
24:33Duplication.
24:34No.
24:35It's a different card.
24:36It's a different card.
24:37The normal thing is that
24:39the planning lines
24:41of planning lines
24:42can't do this.
24:44But if the job card is different.
24:46It's different.
24:47It's different.
24:48Deerfield.
24:49Eight.
24:50Code.
24:51Job.
24:52Full.
24:53Customer.
24:5450,000.
24:55So, it's different.
24:56It's different.
24:57So, it's different.
24:58The number.
24:59If the card is different.
25:00The number series.
25:01It will generate.
25:021130.
25:03Obtaining.
25:04Customer.
25:05Approval.
25:0663580.
25:07For the cost.
25:081179.
25:09For the sales.
25:10For the cost.
25:11Now, let's see.
25:12In section.
25:13Total billable.
25:14Invoiced.
25:15Invoiced.
25:16Invoicing.
25:17Invoicing.
25:18If you have a sample data, there will not be invoicing.
25:22It will only be defined by budget and billable planning.
25:27That's why it will be value in the budget and billable.
25:30Suggestible billing will be according to that.
25:32If you have so much billable, this will be your cost and your sales.
25:37If you have so much sales and so much billable,
25:41then you will suggest that this will be your cost and your bill.
25:48Then you will obtain customer approval, assembling the furniture,
25:52meeting with customer, meeting with customer, closing the meeting,
25:57customer feedback and closing the meeting, closing the project task
26:02and deliver the final project to the customer and close the deal.
26:08They will pay you and all the things done.
26:13The report will be transferred to the client and you can keep it
26:17for your record.
26:19It depends on the requirement and situation.
26:22And project related, project register especially.
26:26This will be used in the auditing purpose also.
26:30The project register because there looks like a daily register for the project details.
26:40Thanks for watching.
26:41Thanks for tuning in.
26:43I'm going to be able to do this for the day.
26:44Time to change the training tray.
26:46I'm going to log in on my test.
26:48I'm going to go to my test.
26:51Give me some tips, guys.
26:52I have a couple more tips, guys.
26:53I'm going to make a review.
26:54Bye-bye.
26:56I'm going to make a review.
26:58Yes.
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