Hi, and thanks for watching. This video introduces project managers
to jobs in Microsoft Dynamics 365 Business Central. We'll look
at two different ways to create jobs, including budgets,
to increase visibility into costs, predict cost overruns, and maximize
revenue. From the Project Manager Role Center, we'll use the
navigation list to see our list of jobs. The list
shows two sample jobs but we'll create a new one.
On the Job card, Business Central assigns the job number
and we'll enter basic information, like a description and the
customer. We'll assign ourselves as the project manager so our
Roll Center will display the job.
Now we'll create tasks. Typically, the job task number is
part of a number sequence that we define. We'll keep
it simple and use 100, 200, and so on.
The descripcion let's us add information about the task. We
can have one or two tasks, such as consulting or
design services, or a list of many tasks. We'll leave
the job tasks type set to Posting
so we can add budget information on a planning line.
To add budget information we'll open the Job Planning
Lines window.
We enter the job task number, or use the look
up. The line type can be Budget, or Billable or
both, depending on the line cost and how we bill a
customer. We can also set the planning date and document
number. Next we'll add items and our resources, which are
the people who will do the work, and the quantity.
The cost and price amounts come from the resource or
item assigned. We can add as many lines as we
need.
Back on the Job card tasks show the totals for costs
and invoicing in the Job Details pane, which helps us
stay on budget. The Posting FastTab is also
important. We should choose a job posting group and WIP
method.
We can assign job posting groups per job, or in
the Job Setup window we can specify a job posting
group that Business Central will assign to new jobs. The My
Jobs list on the Project Manager Role Center
now shows our job. When we set up other jobs
like the one we just created we can save time
by copying its tasks. Let's do that. On the Project
Manager Role Center we'll choose New job to start the
Create New Job
assisted setup guide. Business Central assigns a
job number, so we just need to enter a description
and customer number.
We select the job to copy from, specify tasks or
leave them blank to copy all tasks.
If we want, on the Apply FastTab we can
copy quantities and dimensions.
We can now see our new job. Notice that the
job has tasks and that some are bold. This is a
way to group tasks and create subtasks.
The Begin Total and End Total job task types
work with the Indent Job Task option on the line
to inndent subtasks in groups so they're easier to
see. Notice those lines don't show budget information.
Thanks again for watching this video about how to create
a job in Business Central which helps project managers understand
their cost structure and predict when they're at risk of going
over budget, and maximize revenue from their work.
