PROJECT MANAGEMENT
Project Management in Business Central
Manage projects from plan and budget through resource/time capture, purchasing, billing, WIP and financial review in one Business Central project-accounting process.
PROCESS & FIT
Connect Project Delivery to Project Accounting
Business Central Projects supports project tasks/planning lines, resources, time sheets, usage, purchasing, invoicing and WIP. The design should start with how projects are structured, costed, billed and financially recognized.
- Projects/tasks/planning lines
- Resource costs/prices/capacity
- Time sheets and approvals
Common Project Management and Accounting Challenges
Disconnected processes, manual workarounds and inconsistent data can make day-to-day control harder than it needs to be. These are common signs that the current process deserves a closer look.
Time sheets are inconsistent
Project purchasing is not linked to project cost
Billing schedules are offline
WIP is difficult to reconcile
Resource costs/prices are unclear
Project profitability/reporting is spreadsheet-based
What Business Central Projects Can Help You Manage
Business Central can bring these activities into a more connected working environment. The exact configuration should reflect your processes, users, controls, reporting and integration needs.
Projects/tasks/planning lines
Resource costs/prices/capacity
Time sheets and approvals
Item/resource usage
Project purchasing/consumption
Project invoicing
WIP methods/posting
Project reports/Power BI
Business Central Projects Is Project Accounting, Not Every PSA/PPM Scenario
Advanced resource optimization, portfolio management, detailed project scheduling, CRM opportunity delivery, complex subscription/revenue recognition or specialist PSA workflows may require Power Platform, Dynamics 365 or another solution.
What Better Project Control Can Look Like
The goal is clearer day-to-day control, more consistent information and better visibility of the transactions and exceptions that matter to your team.
Budget vs actual
Planned/posted time
Usage/cost
Purchase/expense
Invoice status
WIP
Project cost/revenue
Resource usage
Reporting
Project Capability Assessment
Where Business Central Projects Can Fit Well
Project/task structure • Resource/time model • Cost/price • Purchases/expenses • Billing • WIP • Dimensions • Reporting • PSA/CRM integration.
Project Requirements to Review
Advanced resource optimization, portfolio management, detailed project scheduling, CRM opportunity delivery, complex subscription/revenue recognition or specialist PSA workflows may require Power Platform, Dynamics 365 or another solution.
Why Leaforge for Business Central Projects
Leaforge helps you structure projects, resources, time, purchasing, billing, WIP and reporting around the way your teams deliver work and account for project performance.
Frequently Asked Questions
Here are answers to common questions about Business Central project management. The right approach can vary depending on your processes, data, licensing and integration requirements.
Can Business Central manage project budgets?
Yes. Business Central Projects supports project tasks, planning lines and budgeted values that can be compared with posted usage and financial activity.
Can it use time sheets?
Yes. Resources can use time sheets, with the approval and posting process designed around how time is used for project cost and billing.
Can project purchases be tracked?
Yes. Project-related purchasing and usage can be connected to the project so relevant vendor or item costs are included in project accounting.
How is WIP calculated?
Business Central supports project WIP methods. The chosen method should match how your organization recognizes project cost and revenue and how finance wants WIP posted and reported.
Can projects be invoiced?
Yes. Project invoicing can be based on the configured project planning and billing approach, with the exact method aligned to your commercial model.
Is Business Central a full PSA/PPM system?
Not for every requirement. Business Central is strong in project accounting, time, cost, billing and WIP, while advanced portfolio management, resource optimization or specialist PSA workflows may need another solution.
Can Power BI report on projects?
Yes. Power BI can use Business Central project and finance data for additional analysis, subject to the reporting model, security and licensing you need.
What data should be prepared?
Prepare customers, projects, tasks, resources, rates, dimensions, open project activity and the agreed finance/master data needed for go-live.
Build a More Controlled Business Central Project Process
Tell us how projects are structured, resourced, costed, billed and reported. We can help assess standard Business Central Projects fit and any PSA/integration requirements.