This version supports the NA Localizations only. For Additional Localizations see Additional App Listings.

Includes Free 30-Day Trial.

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.

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
Includes 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
Attach Documents at a Project and Task Level

Includes the ability to take pictures and auto attach

Export Project Details into Excel

Includes Open Sales Order, Purchase Orders, Time Journals, and other important information for the project in a unified excel sheet broken out by various tabs.

Advanced Timesheet allows for greater flexibility and ease of use

Enter time from the task or from your timesheet at a detailed or summary view

Resource Planner to view by day, week, or month
Create Contractor Time either by a Purchase Invoice, or Timesheet that creates Purchase Invoice
Seamless integration with Continia Expense Management to reimbursed expense billing

Note: This extension does not enhance the jobs module as it is intended to be a replacement to the jobs module for clients without WIP needs on projects/jobs.

Project Management

作者 ERP Connect Consulting LLC