Focused Project Management

Business Central for Project Management

Business Central Jobs is built for project-based organizations that need better insight into their project financials. Track resource usage, project budgets, and more. Take advantage of advanced reporting with integrations to Power BI and Excel.

Is it right for my business?

Dynamics 365 Business Central Jobs gives managers insight into how project progress with resource allocation reports and job tracking. Use Business Central to track employee time and expenses across multiple projects simultaneously.

  • Track resource costs and budgets to accurately evaluate project profitability

  • Monitor resource capacity and use resource availability tools to plan future projects

  • Track and approve employee time across jobs

  • Create customized job analytics with Power BI

Dynamics 365 Business Central Jobs is optimal for project-based organizations that require light job tracking functionality. Organizations that require deep project management functionality should consider Dynamics 365 Business Central Professional Services Automation (PSA).

Business Central Jobs Features

Job Costing

Keep track of usage on jobs and data for customer invoices. Manage both fixed-price jobs and time-and-materials jobs. Copy a budget from one job to another and set up a job-specific price list for charging of items, resources, and general ledger account expenses to the job’s customer.

Capacity Planning and Budgeting

Plan capacity and manage usage statistics and profitability of resources. Create your plan in a calendar system with the required level of detail and for the period of time that you need. Monitor resource usage and get an overview of your capacity for each resource with information about availability and planned costs on jobs.

Time Tracking

Track employee time spent on jobs with a simple and flexible Time Sheet solution. Control time through manager-level approval.

General Ledger and WIP

Estimate the financial value of jobs by monitoring resource usage and other expenses posted to each job. Recognize revenue according to time, materials, and expense usage.

Invoicing

Invoice customers on a time-and-materials or fixed-price basis. Assign a specific job to a specific customer and invoice the job completely or partially using Jobs together with Sales Invoicing. Customize invoices with Microsoft Word and email directly to customers using Outlook.

Quoting

Quickly email a customer the price for a project with the Job Quote report.