Project Manager Role Centre
The Project Manager Role Centre displays important information about job features, such as:
- There are Job-related charts that display relevant Job information.
- There are some Jobs which is assigned to me under My Jobs list.
- There are the New cues as the starting point for important Job-related tasks.
- There are Simplified Actions in the ribbon.
Important Information Of Job Features
1. Job-Related Charts
The charts in the Project Manager role center display important Job data such as:
Job Actual Cost to Budget Cost
Job Actual Price to Budget Price
By clicking on one of the bars, it will open the Job Card. The charts in the Role Centre are shown is based on the Project Manager assigned to the Job. This means that the Project Manager only views the charts for his/her Jobs.
2. My Jobs List
With My Jobs list, you can view the Jobs assigned to you. You can see the data such as the Job No., Status, Bill-to Customer No. etc.
By clicking to the Job no, you can have a quick access to the Job Card.
3. New Cues
Notice the new cues in the start section.
You can use them to create a new Jobs, the Job Journals and Job Sales Invoices.
4. Simplified Actions
The ribbon in the Project Manager role center is modified for the better and more efficient use.
There is the Job Reports menu with important Job reports.
You can very easily access Time Sheets.
There is also a new Job Closing menu. Using this menu, you can access the Job Calculate WIP, the Job Post WIP to G/L and Job WIP reports.
The New Job Wizard
From the Project Manager role center, you can quickly create a new Job from the existing one. You can view the cost and billing data from the fact box, on the Job list or the Job card. As the project manager, you can send your customers the Job Quote report using the word template.
Create a New Job
You can use the new Job cue on a role center page to create the new Job. This will open a wizard.
- First, you need to mention if you want to create a new Job from an existing Job. For example, in this case, we want to create a new Job based on the existing one.
- Then you can enter the Description and mention the Bill-to Customer No.
Then you can mention the Job to copy from. You can mention the task (from and to) to copy from. In this example, we will leave it empty, which means all tasks will be copied. You also have options to copy the quantity and dimensions. When you click Ok and finish the wizard, you will get the message if Job is successfully copied.
You can now Finish the wizard.
Dynamics NAV will display you the newly made Job and open the Job card automatically.
On the Jobs List and also on the Job Card there is the new Fact Box called as the Job Details.
This fact box displays the data such as, Budget Cost, Actual Cost, etc.
For example, if you want to know the budgeted items for the Job, simply click to the figure and the system will show all the Job Planning Lines of type Item.
After creating the new Job, you may like to send the customer the quote for the Job. For this use Preview Job Quote report under the Report tab.
When you run the report, you can see the quote for the chosen Job.
For example, you can print it to the Microsoft Word.
You can view the Job quote, save this in Word, ODF or Excel formats, and send it to the customer as an e-mail attachment.
Alternatively, you can also use Send Job Quote action under the Reports tab to e-Mail the quote directly to the customer
Post a Job from Role Center
From the Project Manager role center, you can easily access the Job journal or prepare a Job Sales Invoice.
To access the Job Journal, click to the Job Journal cue from the role center. On the Job Journal, you can then enter the lines, such as the usage of resource hours and post the Job Journals.
Job Sales Invoice
To invoice the Job you can use the Create Job Sales Invoice cue from a role center.
You can mention if you would like to invoice all the Jobs or a particular Job. You can also mention if you would like to invoice based particular task or based on a Planning Date Filter.
Click on OK to create the invoice
When you go to the Sales Invoices, you can see that the sales invoice is created for your Job.
Here you can see that your Job Services are indeed suggested in the Sales Invoice. If everything looks ok, you can Post the invoice.
Closing The Job
You can close the Job using the new closing method for the WIP calculations.
Open the Job card in Edit mode and change the Status under Posting the fast tab from Open to done.
Click to Yes, you will get the confirmation if the WIP was successfully calculated and next it will ask whether to preview the posting accounts.
Clicking on Yes will open the Job WIP Entries.
When you close the window, you can run Job Post WIP to G/L function.
Clicking to Yes, will post the WIP to the G/L.
Now the Job is completed and everything has been posted.