Getting Started with Business Central Projects

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Session Details

Title: Getting Started with Business Central Projects

Session Description:

Projects in Business Central gives users a lot of capabilities for tracking internal and external Projects and is included as part of all Business Central environments.

During this presentation I will talk about the structure of how Projects are setup in Business Central and how the Projects area can be used in order to monitor your performance on internal and external Projects.

Key Takeaways will include:

How to setup Projects, Project Tasks, and Project Planning Lines in Business Central
How to record costs to Projects in Business Central (from Purchase Orders, Purchase Invoices, the Project Journal, and the Project G/L Journal)
How to invoice customers from Projects
How to calculate WIP for Revenue Recognition (although I won’t go into all of the details of how WIP is calculated this probably another session in and of itself ��)

PRODUCTS

Sessions

  • Business Central/NAV

Type: Breakout Session

Ability Level: 101 - New To

Primary Product: Business Central/NAV

Primary Track: Project Accounting

Track: Project Accounting

Learning Objective 1: How to setup Projects, Project Tasks, and Project Planning Lines in Business Central

Learning Objective 2: How to record costs to Projects in Business Central (from Purchase Orders, Purchase Invoices, the Project Journal, and the Project G/L Journal)

Learning Objective 3: How to invoice customers from Projects

Session Objective for Attendee: New To


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