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Microsoft

Set up projects and resources in Microsoft Dynamics 365 Business Central

Microsoft via Microsoft Learn

Overview

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  • Module 1: Do you want to discover the jobs and resources that are available in Microsoft Dynamics 365 Business Central? This module will help you become familiar with the job card and the resources card in Business Central.
  • In this module, you will:

    • Learn about the jobs and resources that are available in Business Central.
    • Open a job list and a job card.
    • Open a resource list and a resource card.
  • Module 2: Do you need to set up mapping between jobs and the chart of accounts? This module demonstrates how to set up job posting groups with G/L accounts for WIP, job costs, and more.
  • In this module, you will:

    • Discover how job posting groups relate to WIP methods.
    • Set up a new job posting group.
  • Module 3: Do you need to set up job management in Business Central? This module explains how to configure the jobs setup with the default WIP method book, and the default job posting group.
  • In this module, you will:

    • Configure the default settings.
    • Assign number series for jobs.
  • Module 4: Do you need to prepare Dynamics 365 Business Central to post job usage for resources and items? This module will show you how to set up job journals.
  • In this module, you will:

    • Discover the difference between the two types of job journals.
    • Create job journal templates.
  • Module 5: Do you want to know how to create resources in Microsoft Dynamics 365 Business Central? This module explains how to set up people and machines as resources that you can use in jobs.
  • In this module, you will:

    • Create a new resource.
    • Set up resource prices.
    • Enter resource capacity.
    • Analyze resource availability.
  • Module 6: Do you want to know how to handle time registration in Microsoft Dynamics 365 Business Central? If so, this module explains how to set up time sheets.
  • In this module, you will:

    • Specify which resources must enter time sheets.
    • Assign time sheet approvers to resources.
    • Create time sheets.
    • Set up a time sheet administrator.

Syllabus

  • Module 1: Work with jobs and resources in Dynamics 365 Business Central
    • Introduction
    • Explore a job
    • Create and explore resources
    • Check your knowledge
    • Summary
  • Module 2: Set up job posting groups in Dynamics 365 Business Central
    • Introduction
    • Assign a job posting group to a job
    • Check your knowledge
    • Summary
  • Module 3: Configure the jobs setup in Dynamics 365 Business Central
    • Introduction
    • Set up number series for jobs
    • Check your knowledge
    • Summary
  • Module 4: Create journals for jobs in Dynamics 365 Business Central
    • Introduction
    • Create job journal templates
    • Check your knowledge
    • Summary
  • Module 5: Create resources in Dynamics 365 Business Central
    • Introduction
    • Create a new resource
    • Set up resource costs and prices
    • Set up resource capacity
    • Exercise - Configure a new resource in Business Central
    • Check your knowledge
    • Summary
  • Module 6: Set up time sheets in Dynamics 365 Business Central
    • Introduction
    • Set up the time sheet administrator
    • Enable time sheets for resources
    • Create time sheets
    • Exercise - Set up time sheets
    • Check your knowledge
    • Summary

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