Projects in Business Central
Managing projects effectively means keeping budgets, resources, tasks, and finances aligned from start to finish, and Business Central provides a dedicated module to do exactly that.
This focused, self-paced booster covers project management in Microsoft Dynamics 365 Business Central from initial setup through to project completion and WIP reporting. You learn how to create projects, define task lines and planning lines, configure pricing, manage resources, and process project-related purchases and sales. The course also covers work in progress calculation, a critical area for any consultant working with project-based businesses. Built around the Botelo case, each section includes practical assignments that reflect real implementation scenarios.
A team of certified instructors is available throughout to support you whenever questions arise.
Whether you are implementing Business Central for a professional services firm or expanding your functional expertise in finance and project accounting, this booster gives you the depth and confidence to deliver.
1. Welcome
- Welcome to Booster Projects
- About the LMS
- About support
- About discussions
- Meet Solutize and Botelo
- Botelo versus Cronus
2. Create projects in Business Central
- What are projects in Business Central
- Create a new project
- Create project task lines
- Create project planning lines
- Fixed-Price versus Time & Materials
- Create resources
- Configure project prices and discounts
3. Set up projects in Business Central
- The Projects Setup
- Set up project posting groups
- Set up journals for projects
- Set up time sheets
4. Process project usage and sales
- Overview
- Use time sheets to post resource usage
- Purchase products and services for projects
- Use items from the warehouse for projects
- Calculate a replenishment plan for project items
- Invoice projects to customers
- Use the project statistics
5. Calculate project WIP
- Overview
- WIP methods in Business Central
- Calculate project WIP
- Analyze project WIP
- Post project WIP to the general ledger
- Complete a project in Business Central
6. Closing
- This was your Booster Projects course
- Fill in the Booster Survey now to receive your Certificate and Badge
This course is part of the Business Central Consultant Learning Journey
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Who is this course for?
This booster is designed for Business Central functional consultants and key users who already have experience working with finance in Business Central. Completing the Core Product Specialist booster, or having equivalent hands-on finance knowledge, is recommended before starting this course.
What will you learn?
- What projects are in Microsoft Dynamics 365 Business Central and how to create and structure them using task lines and planning lines.
- How to configure the projects module, including posting groups, project journals, pricing, discounts, and time sheet setup.
- How to process project usage through time sheets, warehouse items, and purchase orders, and how to keep project costs accurately recorded.
- How to invoice projects to customers, covering both fixed-price and time and materials billing models.
- What work in progress is and how to calculate, analyse, and post project WIP to the general ledger using different WIP methods.
- How to use project statistics and complete a project in Business Central, closing it out in a financially accurate and controlled way.