Projects in Business Central Masterclass
The Projects module in Business Central is one of the most powerful and least fully understood areas of the platform. When you know how to use it well, it transforms how your clients plan, execute and report on project-based work. When you do not, it is a source of confusion, workarounds and missed capability. In this masterclass session, Business Central MVP Renato Fajdiga takes you on a comprehensive journey through the full Projects module, from master data and setup all the way through to WIP calculations, resource scheduling and customer invoicing.
Renato brings deep, hands-on expertise to every topic he covers. This session is structured to build your understanding progressively, connecting setup decisions to real-world project transactions, financial monitoring and purchasing integration so you see how everything fits together in practice, not just in isolation.
Walk out knowing the Projects module well enough to implement it, advise on it and get the most out of it for every project-based client you work with.
1. Overview of the Projects module (a.k.a Jobs) in Business Central
- Data, configuration, records, entries
2. Overview of session objectives and what Projects module in Business Central is
- Project, tasks, and resource allocation
3. Defining project tasks and scheduling resources
- Monitoring your project finances in Business Central
4. Managing and monitoring finances
- Monitoring resource consumption on projects
5. Monitor which human and material resources are used for which task
- Projects module integration with Sales
6. Invoice your customers for delivered project phases
- Projects module integration with Purchases
7. Additional topics
- Overview of integration with Warehouse Management systems
- Overview of integration with D365 Field Service (new feature)
8. Q&A
Calendar
| Webinar | Price | Actions |
|---|---|---|
| 06/07/2026 (15:00 - 17:00 CET/CEST) | € 75,00 | Register |
| 05/10/2026 (15:00 - 17:00 CET/CEST) | € 75,00 | Register |
Enjoy a discount and leverage your Companial Service Funds.
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Who is this course for?
Business Central consultants who want to build a solid, end-to-end understanding of the Project Management module and confidently support clients running project-based businesses.
What will you learn?
- What the Projects module is, how it is structured and what master data and setup is needed to support project transactions
- How to define project tasks and schedule both human and material resources for effective project planning
- How to set up, track and control project finances, including WIP calculations for accurate financial reporting
- How to monitor resource usage and work schedules, including timesheets and resource allocation across tasks
- How to invoice customers for delivered project phases and resource consumption based on agreed deliverables
- How the purchasing module integrates with Projects to manage project supplies and ensure full cost accountability