Project management

Efficient project management,
thanks to proven tools

Welcome! See how implementing Microsoft Dynamics 365 Business Central helped me manage my projects

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Intelligent ERP project management

Project management isn’t just about listing tasks and monitoring their execution. Planning, budgeting and controlling the effectiveness of the activities are the biggest challenges I have to face on a daily basis.Unfortunately , the classic tools supporting project managers often did not even give me such basic data as the availability of resources, the list of work carried out, or the degree of use of the budget.Not to mention the collection of data that I could later use to plan and increase process efficiency.

All your data in one place

What did I gain from implementing Microsoft Dynamics 365 Business Central (formerly Microsoft Dynamics NAV)? Model and optimize processes, schedule workflows with resources assigned to each stage, and monitor schedule and budget implementation on an ongoing date. The system itself creates complete documentation, so that I have the ability to precisely determine the budget, duration and required resources for future projects, based on previously acquired data. Thanks to the data collected in the ERP system, my company with each project is getting richer by the most important value in today’s business – knowledge.

The project management features I value most about working with MS Dynamics 365 BC are:

  • scheduling tasks;
  • planning resource availability;
  • budgeting and invoicing;
  • control of the implementation of tasks;
  • analysis of revenues and costs of completed projects;
  • work cards;
  • statistics.

Dynamic project management

With project management features in Microsoft Dynamics 365 Business Central , you can define the structure of your project with all the resources you need to do so, and then track its execution, process performance, task-specific status, and budget utilization. All processes within the order are processed by a single integrated system, allowing access to data that is updated in real time.

The latest information allows you to react quickly in case of unforeseen events, which reduces the risk of delays or budget overruns.

Discover new capabilities with Microsoft Dynamics 365 Business Central

Project management

Defining the project structure

The Orders module in Microsoft Dynamics 365 Business Central, which is a project management tool, enables the definition of various order plans, also with a very complex structure. For the needs of the project, it is possible to assign all necessary resources to a given order, such as employees, machines, materials, to set budgets and execution time, as well as to posting and invoicing. Defined resources can be combined into groups of resources, assigned default costs/prices, define their efficiency and a number of additional parameters that can be used to select resources more effectively for the execution of a given order.

Scheduling tasks

In the structure of a given order, using planning lines, you can create a very detailed plan of tasks to be performed, defining all the necessary activities, resources or resource consumption, as well as the costs of processes and resource use. The tool also gives you access to the following functions:

  • Planning the availability of resources and resource groups (based on assignment to other projects and the level of resource use).
  • Resource allocation – not only within one, but also within all projects defined in the system.
  • Budgets – it is possible to set a budget, then invoice revenues and sales on an ongoing basis, as well as compare in real time what their relationship looks like. You can control whether the costs of the commissioned work exceed what we assumed and at what point it happens.
  • Invoicing – from the level of order task lines, it is possible to directly create sales invoices, correction invoices (both new documents and adding lines to existing documents that have not yet been posted).
  • Statistics – with this function it is possible to control all prices relating to the execution of our order on an ongoing basis.

Records of work performed and inventory consumption

All activities and processes defined in the system are registered and on this basis, a complete record of the work performed, time consumption of resources (employees and machines) and inventory consumption is created.

Resource job cards

Thanks to time sheets, it is possible to manage the working time of all resources (employees, but also machines), as well as monitor their use, in order to prevent delays and exceeding the budgeted costs. The system also enables flow control and the process of accepting work cards, e.g. by order managers. There is also the possibility of accepting worksheets by employees to whom resources have been allocated and are responsible for them.

Work execution control

All activities defined in the system are recorded and recorded on an ongoing basis, thanks to which it is possible to control the implementation of works, plan execution or budget in detail.

Watch a video showing the capabilities of the module

Project management in MS Dynamics 365 Business Central includes planning, scheduling, and task control. The correct implementation of the project allows you to achieve the set goals at the planned time, reducing the risk of project failure, while optimizing the level of use of the resources applied, such as: people, time or budget.

To present the functionalities related to project management, an example company providing assembly services for furniture sets will be used. Modules that support the operation of this company are Orders, Resource Planning and Service. An important element in the system is also the Financial Management module, which allows you to determine the entire flow of costs and revenues in the company, as well as invoicing.

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