Dynamics 365 Business Central For Project Manager

Dynamics 365 Business Central offers project managers an intuitive and streamlined platform for handling all stages of project management, from job creation to invoicing. By centralizing tasks, timesheets, and invoicing, project managers can easily oversee project timelines, manage resources, and bill clients—all from one unified dashboard.

1. Creating and Managing New Jobs

Business Central simplifies the process of creating and managing new jobs for project managers. Within the role-based homepage, project managers can access jobs, job tasks, timesheets, and associated metrics to keep track of their work. To start a new project, they simply create a job card and can even use a previous job as a template, enabling them to quickly populate job tasks and planning lines. The setup is straightforward with auto-numbering and guided prompts, so project managers only need to enter essential details, like job description, customer name, and project dates.

2. Entering and Approving Timesheets

After setting up a job, project managers can monitor time spent on various tasks through the timesheet feature. For instance, team members can log their hours for specific tasks, such as consulting or construction work, directly into Business Central. Once a timesheet is submitted, it appears in the approval queue. Project managers can then review and approve these timesheets quickly, ensuring accurate time tracking and preventing delays. This automated timesheet submission and approval process streamlines resource management and promotes accountability among team members.

3. Job Journals and Invoicing

After timesheet approval, project managers can create a job journal to record all costs associated with the job. Business Central’s auto-suggest feature further simplifies this by automatically pulling approved time entries into the job journal, eliminating manual data entry. Once tasks are complete, or an invoicing date is reached, project managers can generate and post a sales invoice directly from the job journal. With just a few clicks, the platform generates a detailed invoice that can be sent electronically to clients, ensuring timely billing and improving cash flow.

Streamlined Project Management for Optimal Efficiency

With Dynamics 365 Business Central, project managers benefit from a comprehensive platform that integrates job creation, timesheet management, and invoicing into one system. By handling these critical aspects in a unified environment, project managers can save time, reduce errors, and maintain accurate records. Business Central offers project managers an efficient way to track, manage, and bill projects, ultimately supporting successful project completion and client satisfaction.