Learn How to Manage Ongoing Jobs and Projects with Business Central
Project managers have to successfully track and manage every aspect of a project. Whether the project in question is large or small, project managers need to maintain an overview of all the tasks related to the project while also keeping up with each individual detail.
Fortunately, there’s a software solution that makes all of this easier than ever before: Dynamics 365 Business Central. With Business Central, project managers can monitor project costs, manage tasks and planning lines, create and post sales invoices, and send invoices to customers.
Reviewing Project Costs with Business Central
One of the best things about Business Central is its role-tailored dashboard. When you log in as a project manager, you immediately have an overview of the most important figures, including Job Actual Price as compared to Budget Price, Actual Cost vs. Budget Cost, Job Profitability, and more. By hovering over a specific job, you can review these specific numbers before drilling down for more details.
Managing Tasks and Planning Lines
All it takes is a couple of clicks to access more details related to a specific job. By selecting a particular job from one of the customized graphs on your dashboard, you can review the tasks and planning lines associated with it.
Post and Send Sales Invoices
As a job progresses over time, corresponding transactions will be posted to the Job Planning Lines screen -- and you’ll need to ensure that these are properly recorded. Business Central makes this easy: you can create a sales invoice, check the invoice that’s posted, and send it to the appropriate customer in a matter of seconds.
Learn More About Project Management in Dynamics 365 Business Central
Want to learn more about what Business Central has to offer for project managers? We’ve put together a detailed article that covers the in’s and out’s of Business Central for project management.
Make the Switch to Dynamics 365 Business Central
Are you considering making the switch to Business Central? As the 2019 Microsoft US Partner of the Year for Dynamics 365, JourneyTEAM has the skill set to help you get started.
See just how easy it is to manage projects with Dynamics 365 Business Central:
Article by: Dave Bollard - Head of Marketing | 801-436-6636
JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.