NAV Project Management
Microsoft Dynamics NAV 2018 has been recently enhanced with the new features and deeper functionality into its core app adding the updates to NAV Project Management in Jobs.
Jobs are the process for you to schedule the usage of your company’s resources and to keep track of the various costs associated with the resources on a particular project.
Jobs include the consumption of employee hours, machine hours, inventory items, and another type of usage that you may want to track as the job progresses. Jobs has some new functionality and simplified features.
Enhanced NAV Project Management in Microsoft Dynamics 2018 has resulted in a streamlined experience in Jobs, to help you manage your projects better.
By using the new Jobs setup wizard allows you to set up jobs, enter timesheets, and Job Journals more easily, and use the updated Project Manager role center to quickly access common tasks, new charts, and the new My Jobs list.
In addition, On the Job Card, you can see tasks, another new field, use the new Project Manager field, and get better visibility into the costs and billings for your jobs. Also, the new Job Quote report enables you to quickly email the customer the price for a project.
Key Functionality in Dynamics NAV Project Management Include:
Resources: Keep track of resources and prices. Register and sell the resources, combine the related resources into one resource group or track the individual resources. Divide the resources into labor and equipment and allocate the resources to a particular job in a time schedule.
Time Sheets: Time Sheet is a simple and flexible solution for time registration with manager approval. Time Sheet gives integration to the Service, Jobs, and the Basic Resources modules.
Capacity Management: Plan the capacity and the sales, and manage the usage statistics and profitability of the resources. Create your plan in the calendar system with the required level of detail and for the period of time that you need.
Also, monitor the resource usage and get the complete overview of your capacity for each resource with the data about availability and planned costs on orders and quotes.
Multiple Costs: Manage alternative costs for resources and resource groups. The costs can be fixed or based on the additional percentage or the additional fixed charge. Define as many work types as you need.
Jobs: Keep track the usage of jobs and information for the invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs. You can also:
- Create the plan for a job with multiple tasks and the task groupings. Each task can have the budget and can be done for whatever period of time you need.
- Copy the budget from one job to another and set up a job-particular price list for charging of items, resources, and general ledger account expenses to the job’s customer
- See the suggested Work in the Progress and Recognition postings for a job.
- Plan and invoice the job in the currency other than the local currency using Jobs together with Multiple Currencies.
- Assign a particular job to a specific customer and invoice the job completely or partially using Jobs together with Sales Invoicing.
- Use the new Jobs setup wizard to set up jobs, enter timesheets, and Job Journals more easily, and use the updated Project Manager role center to quickly access common tasks, new charts, and a new My Jobs list.
- On the Job Card, you can view the tasks, use the new Project Manager field, and get better visibility into the costs and the billings for your jobs.
- The new Job Quote report enables you to quickly email the customer the price for a project.
How Does Microsoft Dynamics NAV Project Management Boost Your Efficiency?
Dynamics NAV supports you plan and manage jobs and projects with help for the budgeting, billing and resource management.
You can manage project costs efficiently by tracking resource expenses and usage, planning capacity and predicted availability. By monitoring the projects effectively, you can create confident, informed decisions based on the comprehensive information.
Dynamics NAV Job Management
The Job suite in the Dynamics Navision provides you with all of the power of the project planning to suit your requirements within the ERP package.
Full Project Planning
Manage each phase of your project with the flexible planning, budgeting, and the accounting capabilities that support ensure business success every step of the way.
NAV Project Management in Microsoft Dynamics 2013 provides a single view of current and planned projects so you can understand the true costs of your projects and get an accurate and detailed view of profitability.
Report on Project Performance
With Dynamics NAV Project Management, you can quickly access project performance data.
From actual or the planned costs and sales totals, you can analyze the underlying details, all the way to the source, putting you in complete control.
You can access the information, reports, alerts, and the common tasks needed to work effectively and the secure on-time and on-budget delivery of projects.
Take Control With a Fast, Effective Project Overview
You can gain access to a quick, real-time overview of the actual and planned costs, sales, and the invoices for each job, providing you insight into your projects, in turn allowing you to make confident, informed business decisions.
Microsoft Dynamics NAV allows you to set up job tasks easily and include an itemized list for each task that describes the expected consumption of items, resources, and other costs. You can link the detailed planning and the invoicing data to each task.
The Dynamics Navision is flexible and easy to use allowing you to manage the different contract types. You will be able to plan the time-and-materials, cost-plus, fixed-price projects, or project-based contracts, or combine various contract types for the same project.
Dynamics NAV Project Management is a consolidated ERP system providing the connectivity to take advantage of smooth integration with supply chain and financial management. You can use the supply chain functionality for estimation and logistics as well as for giving links to financials, resources, and service management information.