Project Management
Project Management for Business Central offers significant advantages over standard Business Central Jobs. This allows Business Central to link Sales Orders and Purchase Orders to the project and utilize standard workflow for processing those documents.
- Use Cases
- Download Links
- Video - Product Demo
- Product Screenshots
Use Cases
Functionality Includes:
- Projects can be setup with phases, tasks, and task checklists similar to Microsoft Planner
- Tasks and task lists can be assigned to both internal and external users
- Project dashboard with project calendar, gantt chart, and many analytical metrics
- Automatically emailing when tasks are due
- Projects are auto-linked to a user defined dimension for ease of use from all Sales and Purchasing Transactions
- Financial Reports for each project
- Ability to track time for employees and contractors and create project invoices
- Ability to link to Continia Expense Management for billable expenses which can be added to project invoice (additional application download required to use this feature)
Note: This extension does not enhance the jobs module as it is intended to be a replacement to the jobs module.
Download Links
Download from AppSource Access Setup and User Guide
The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you would prefer to download a PTE version of this extension, please reach out to support@erpconnectconsulting.com.
Video - Product Demo
Project Management - Part 1: Project Setup and Overview
Project Management - Part 2: Linking Sales and Purchasing Documents
Project Management - Toolbox Tuesday Episode 3
Product Screenshots
