Project Management for Business Central

Project Template App

Project Template

Welcome to the Prodware Project Management for Business Central help page
The Prodware Project Management for Business Central is made up of different apps that take the standard project functionality in Business Central a few steps further and increases the efficiency & flexibility of managing projects and providing better insights. This results in time savings and error reduction and enhances the ability to complete projects on schedule and within budget.
The Project Management suite has 8 apps. These apps work together to provide the full functionality. The Apps in the suite Project Management for Business Central suite are:
Project Template, Attributes, Invoice Template, Departments, Fixed Assets, Financial Allocation, Date Filter and Combine Invoicing.

The Project Template app
The Project Template app within the Prodware Project Management for Business Central suite creates new projects with a predefined structure and values. In the Project Template app you can make use of the other apps from the Project Management suite such as Attributes, Departments, Financial Allocation and Invoice Template, to include in the template. This app provides a standardized structure allowing users managing projects or contracts to reduce repetitive actions and to standardize projects in an organization, saving time and reducing errors.

FAQ:

  1. How do I install and set up the application?
    For an installation and setup guide please refer to the Project Management for Business Central manual, chapter Project Template.
  2. What functionality does this app give me rather than standard Microsoft Dynamics Business Central?
    With the Project Template functionality, a standard Job Template can be set up to create a new Job from a pre-defined template.
  3. How will this app help my business?
    A common business pain for companies that use the Jobs functionality in Business Central to support their projects or contracts is that entering Jobs can be time consuming and error sensitive. The Project Templates app allows Business Central users to set up templates for project structures and contracts according to their business needs. This will reduce time and errors and allows companies to standardize their business processes when using Jobs in standard Business Central.
  4. Who are Prodware and are they located near me if I need local support?
    Prodware is a global company with regional offices in 13 countries. We are in the business of helping companies step into the future by building the business processes of tomorrow. The Prodware Group is Microsoft’s leading Dynamics partner in Europe. Contact us using the link below and we will route your specific question to your local team.

Links

Need help?