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Projects Workflow

Before you can use Multi-Entity Management with projects, ensure the administrator must use the Multi-Entity Management Setup page to select the following Security FastTab options: 

  • Project Security
  • Resource Security

For more information on projects and resources, see the Microsoft Dynamics 365 Business Central documentation: 

Automatically Create Project Journals

Use the following general workflow to create project journals by using project planning lines:

  1. On the Resource Card, create some resources that can be used with the project records.

    2. When the record is created, you assign entity relationships on the MEM Master Security page.

  2. On the Projects, create a project and assign an owner entity.

    3. To assign more entities, use the MEM Master Security page.

  3. In the project, add task lines. These task lines can belong to the same entity or a different entity (as long as you have user-entity access permission).
  4. For a line, select Project > Project Planning Lines to create and process budget, billable, or both (budget and billable) lines.
    • When processing budget lines, project journal lines are created.
    • When processing billable lines, create sales invoices are created. When an invoice is created, you can append the line to an existing invoice or create a new invoice.
    • When processing both budget and billable lines, both project journal lines and sales invoices are created.

    For invoices created, the header entity is from the entity of the project and the entity of the line in an invoice is from the project task number.

    If the project planning line is for an item, the location code is required.

    Tip: To create a sales credit memo, use a negative quantity.

  5. After you have the project journal lines or sales invoices, post the transactions.
  6. Back on the Projects, select Project > Ledger Entries to view the project ledger entries.
  7. Back on the Projects, select WIP > Calculate WIP to create WIP entries. Ensure the posting group and WIP method are specified.
  8. After the WIP entries are created, from the Projects, select WIP > WIP Entries to review the WIP entries that were created.
  9. If the WIP entries are fine, from the Projects, select WIP > Post WIP to G/L to post the WIP entries to the G/L.
  10. After the WIP entries are posted to the G/L, from the Projects, select WIP > WIP G/L Entries to review the WIP G/L entries.

Manually Create Project Journals

Use the following general workflow to manually create project journals:

  1. On the Resource Card, create some resources that can be used with the project records.

    2. When the record is created, you assign entity relationships on the MEM Master Security page.

  2. On the Projects, create a project and assign an owner entity.

    3. To assign more entities, use the MEM Master Security page.

  3. In the project, add task lines. These task lines can belong to the same entity or a different entity (as long as you have user-entity access permission).
  4. Open the Project Journals page.
  5. For each line, select the project journal line and the project number and the project task number to create and process budget, billable, or both (budget and billable) lines.
    • When processing budget lines, project journal lines are created.
    • When processing billable lines, create sales invoices are created. When an invoice is created, you can append the line to an existing invoice or create a new invoice.
    • When processing both budget and billable lines, both project journal lines and sales invoices are created.

    For invoices created, the header entity is from the entity of the project and the entity of the line in an invoice is from the project task number.

    If the journal line for an item, the location code is required.

    Tip: To create a sales credit memo, use a negative quantity.

  6. Post the project journal lines.
  7. Back on the Projects, select Project > Ledger Entries to view the project ledger entries.

    8. If the project journal line is for a resource, a G/L entry is not created. The G/L entry is created for an item project journal line.