Projects, Tasks & Planning Lines
Structure projects into tasks, milestones, budgets, billable work, expected costs, and scheduled activities.
Project Management in Business Central
Plan work, control project budgets, capture time and costs, manage billing, and understand profitability using connected operational and financial data.
Connected ERP Capability
Manage Projects from Estimate to Financial Close
Business Central project management connects project structures, tasks, resources, time sheets, consumption, purchasing, billing, work in process, and finance. Project managers and finance teams can work from the same current information.
- Connected project and financial information
- Consistent planning, time, cost, and billing processes
- Visibility into progress, margins, and outstanding work
Core Functionality
Key Business Central Capabilities
Configure the functionality that supports your operational priorities, controls, reporting, and user experience.
Budgets & Cost Control
Compare planned, committed, actual, and billable values to identify project variance early.
Resources & Time Sheets
Assign resources, maintain capacity and costs, capture time, and route time sheets for review and approval.
Purchasing & Project Consumption
Purchase project materials or services and post item, resource, and expense consumption directly to project tasks.
Billing & Work in Process
Create project invoices using agreed methods and calculate work in process according to financial policy.
Project Profitability Reporting
Analyse revenue, costs, commitments, completion, utilisation, and margins by project, task, customer, or dimension.
Connected Process
A Connected Project Lifecycle
Keep project planning, delivery, billing, and financial review aligned throughout the engagement.
Plan
Create the project structure, tasks, budgets, resources, milestones, and billing approach.
Execute
Capture time, materials, purchases, expenses, progress, and operational changes as work is delivered.
Bill
Generate invoices, recognise work in process, and reconcile billable and non-billable activity.
Review
Compare budget to actuals and evaluate progress, utilisation, cash position, and profitability.
Business Outcomes
What Your Team Can Improve
Business Central combines process control and real-time visibility so users can work more consistently and management can act with greater confidence.
- Clearer project budget and cost control
- Accurate time and expense capture
- Improved resource and utilisation visibility
- Faster, more consistent project billing
- Connected work-in-process accounting
- Better project profitability analysis
Leaforge Technologies
Book a Consultation
Improve Project Control and Profitability
Leaforge can configure Business Central projects around your task structures, resource model, billing methods, WIP policy, and management reporting.