Setting up project management
Before you can use Business Central to manage projects, you must set up resources, time sheets, and projects.
Then you can create projects and schedule resources for projects as well as manage budgets and track machine and employee hours with time sheets. For more information, see Managing Projects.
The following table describes a sequence of tasks, with links to the topics that describe them.
| To | See |
|---|---|
| Set up project management. | Set general information for projects |
| Set up your resources and the related costs and prices, either for individual resources, resource groups, or for all available resources of the company. | Set Up Resources |
| Enable resources to report time usage for an individual or a machine and enable a manager to review the usage and its allocation. | Set Up Time Sheets |
| Create project cards and prepare project tasks. Set up prices for project items and project resources and define project posting groups. | Set Up Projects |
See also
Managing Projects
Video: How to create a project in Dynamics 365 Business Central
Finance
Purchasing
Sales
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