Dynamics 365 Business Central Project Management
Employ your resources more effectively with greater control over project costs, budgets and execution.
Business Central Project Management
Project work needs clear budgets, accurate costs, and steady billing. Business Central Project Management delivers comprehensive job tracking functionality from estimating and resource allocation to capturing time and expenses and running WIP and progress billing. Employee time and expenses flow directly into project costs, while integrated Power BI analytics give you the detail needed to monitor progress against budget and make informed decisions on resource allocation, pricing, and project improvement.
We help teams implement Business Central jobs for professional services, construction-style projects, or internal initiatives. Our approach covers project posting groups, job journals, approvals, timesheets, and billing configuration. We map your workflow, migrate existing project data, train your team, and support the rollout from planning through go-live. The result is better cost control, faster billing cycles, and reporting that reconciles cleanly each period, giving you real-time visibility into project profitability.
What Business Central Project Management can do for you
Job Costing
Create a plan for each project or job where each task has its own budget. You can also invoice for jobs in multiple currencies.
Capacity Management
Plan capacity and sales, monitor resource usage and profitability, and get a complete overview of your resource capacity, including availability and expected costs.
Time Tracking
A simple and flexible time sheet integrates with other aspects of Business Central while allowing you to track time spent on specific projects.
Quoting
Use the job quote reporting function to easily and quickly send a customer an estimated price for a project.
Multiple Costs
Manage alternative costs for resources on a fixed, percentage based, or fixed charge basis.
Jobs & Resources
Job setup
Configure project cards, tasks, budgets, and planning lines to establish clear scope, timelines, and cost expectations before work begins.
Resources
Define people and equipment resources with their capacity, pricing rates, and allocations to ensure accurate costing and optimal utilization across all projects.
Time & expense
Capture timesheets, route approvals, post job journals, and link purchases directly to jobs so every cost is tracked accurately and billing reflects actual work performed.
Budgeting & Change Control
Establish job budgets with cost and sales amounts, manage revisions and change orders through planning lines, and track estimates versus actuals to control scope changes and profitability.
Progress Billing & Invoicing
Generate milestone and percentage-based invoices from job planning, use multiple invoice types to partially bill work, and link to WIP to keep revenue and cost recognition accurate.
WIP & Period Close
Run WIP calculations using Cost Value, Sales Value, percentage complete, or completed contract methods, post to the general ledger with reversals as needed, and monitor progress and margins.
Reporting & Dashboards
Track job actuals versus budget by task and resource, view work in process, committed costs, and utilization snapshots, and use Power BI connectors to create portfolio views that give leadership real-time visibility across all projects.
Joesoftware has the Project Management experience your business needs.
Joesoftware is ready to put Business Central Project Management to work for your project-based business. We take the time to understand the types of projects you are managing, and how they fit into the bigger picture. We’ll make sure Business Central is customized and configured to your needs.