{"id":793,"date":"2018-06-16T09:09:51","date_gmt":"2018-06-16T09:09:51","guid":{"rendered":"http:\/\/navisionberatung.apps-1and1.net\/?page_id=793"},"modified":"2025-05-24T10:13:15","modified_gmt":"2025-05-24T08:13:15","slug":"projektmanagement","status":"publish","type":"page","link":"https:\/\/navision-beratung.de\/en\/ueberpruefen\/projektmanagement\/","title":{"rendered":"Dynamics NAV 2018: Projektmanagement"},"content":{"rendered":"
\n
\n
\n
\n
\n

\"\"<\/h1>\n

What can Dynamics NAV 2018 \u2013 Project Management do<\/strong><\/h1>\n

Microsoft Dynamics NAV offers you extensive possibilities in the area of Project management<\/strong>. You have an overview of ongoing projects, responsibilities, and resources used, and can manage them in a clear way.<\/p>\n

However, in order to manage your ongoing projects, you first need to create the resources, work schedules, and projects in Dynamics NAV. We\u2019ll show you how to do this step by step.<\/p>\n

Establishing resources<\/u><\/strong><\/p>\n

To be able to properly manage your resource activities, the establishment of resources with associated costs and prices is required. In the project card, the master data record of the respective project, the project-specific prices, discounts, and cost factor rules are created. Costs and prices can be specified for individual resources, for predefined resource groups, or for all available resources of the company.
\nResources can be both people and machines. When a specific resource is used within a project, the consumption is calculated based on the prices\/costs you have set.
\nAs a rule, the amount per hour is specified in the resource setting. However, it is also possible to specify it in person-days or units.<\/p>\n

Setting up work schedules<\/u><\/strong><\/p>\n

With the so-called work time schedules in Dynamics NAV, the time spent on a resource, whether it be employees or workstations, can be recorded. Furthermore, the so-called work schedule manager can approve the reported times and thus maintain an overview of the work performed on specific projects.
\nThe time is recorded weekly, and a work schedule table includes the possibility of reporting for a week.
\nYou determine how you want to set up and configure the work schedules, depending on your company's needs.
\nAfter you have set up the work schedules, you can specify who is authorized to approve them (work schedule managers), with the following options:
\n\u2013 assign one or more NAV users as time schedule administrators and approvers for all time schedules, or
\n\u2013 set up a time schedule authorizer for each resource separately.
\nAfter the work schedules have been set up, you can create them for the resources you need, assign them to the project planning lines, and book work schedule lines, for example at the end of each month. You then bill your expenses to the respective projects to the debtors.<\/p>\n

Setting up projects<\/u><\/strong><\/p>\n

To have an overview of all ongoing projects, it is first necessary to create the projects in Dynamics NAV in the form of project cards. The project card contains all important basic data for the project. The debtor to whom the invoice is to be charged can also be entered. In addition, individual project tasks can be set up, if desired, with a time limit. This way you can see which hourly quota is available for the respective project task and how much of it has already been used up.
\nProject prices can be set for the resources as well as the project items, which will then be automatically delivered when calculating the costs.
\nYou can also assign the respective project booking groups.<\/p>\n

Functions of project management<\/u><\/strong><\/p>\n

After you have set up the resources, work schedules, and projects, you can now use your NAV environment for project management administrative tasks.
\nFor example, you can configure a project and plan the necessary resources. Furthermore, you can now control budget and status. As a project manager, NAV gives you a good overview, not only of individual projects, but also of the distribution of employees, machines, and other resources used in all projects.<\/p>\n

Below you can see a summary of the Core functions<\/strong>, which is available to you in Project management<\/strong> Available:<\/p>\n

\u25aa Create projects<\/strong>Create projects, assign project tasks, and prepare project planning sheets.
\n\u25aa Use of resources for projects<\/strong>Assign the projects with the required or used resources and manage the associated resource prices.
\n\u25aa Use of work schedules for projects<\/strong>Create work schedules with integrated project tasks, as well as planning lines, and book work schedules in the project book sheet.
\n\u25aa Managing project budgets<\/strong>Analyze the current resource consumption to plan the usage more efficiently for future projects and thus improve cost efficiency.
\n\u25aa Recording of the<\/strong> Consumption in projects<\/strong>Keep track of the consumption for different sections of the project. By entering information about projects, project billing sheets, and project invoices, this is continuously updated.
\n\u25aa Managing project deliveries<\/strong>Plan the purchase of project deliveries through purchase orders or invoices.
\n\u25aa WIP methods<\/strong>Learn more about your current WIP (Work In Process), the circulating inventory, through a function that ensures accurate financial assessments and allows you to estimate the financial value of ongoing projects.
\n\u25aa Monitoring of project progress and performance<\/strong>: Book the material consumption, resources, and other costs in the inventory (WIP) to monitor the financial value and guarantee correct financial evaluations when you book project expenses.
\n\u25aa Creation of the<\/strong> Invoice<\/strong>Capture project costs (resource consumption, material costs, or project-related purchases) on an ongoing basis by invoicing the customer \u2013 this can be done at the end of the project or according to your current billing schedule, which can also be uploaded.<\/p>\n

If you would like further information about project management or other areas within Dynamics NAV, we are happy to advise you by phone at +49 (89) 21 111 848 or by e-mail at vertrieb@br-ag.com<\/a>.<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"

Was kann Dynamics NAV 2018 – Projektmanagement Microsoft Dynamics NAV bietet Ihnen umfangreiche M\u00f6glichkeiten im Bereich Projektmanagement. Sie behalten einen \u00dcberblick \u00fcber laufende Projekte, Verantwortlichkeiten und eingesetzte Ressourcen und k\u00f6nnen diese \u00fcbersichtlich verwalten. Damit Sie allerdings Ihre laufenden Projekte verwalten k\u00f6nnen, m\u00fcssen Sie zuerst die Ressourcen, Arbeitszeittabellen und Projekte in Dynamics NAV anlegen. Wir zeigen […]<\/p>\n","protected":false},"author":1,"featured_media":3528,"parent":10710,"menu_order":0,"comment_status":"closed","ping_status":"open","template":"","meta":{"_seopress_titles_title":"Dynamics NAV 2018: Projektmanagement effizient nutzen","_seopress_titles_desc":"Entdecken Sie, wie Microsoft Dynamics NAV 2018 Ihnen hilft, Projekte effizient zu verwalten: Ressourcen, Arbeitszeittabellen & \u00dcberblick behalten!","_seopress_robots_index":"","_seopress_robots_follow":"","_seopress_robots_imageindex":"","_seopress_robots_snippet":"","_seopress_robots_primary_cat":"","_seopress_robots_breadcrumbs":"","_seopress_robots_freeze_modified_date":"","_seopress_robots_custom_modified_date":"","_seopress_robots_canonical":"","_seopress_social_fb_title":"","_seopress_social_fb_desc":"","_seopress_social_fb_img":"","_seopress_social_fb_img_attachment_id":0,"_seopress_social_fb_img_width":0,"_seopress_social_fb_img_height":0,"_seopress_social_twitter_title":"","_seopress_social_twitter_desc":"","_seopress_social_twitter_img":"","_seopress_social_twitter_img_attachment_id":0,"_seopress_social_twitter_img_width":0,"_seopress_social_twitter_img_height":0,"_seopress_redirections_value":"","_seopress_redirections_enabled":"","_seopress_redirections_enabled_regex":"","_seopress_redirections_logged_status":"","_seopress_redirections_param":"","_seopress_redirections_type":0,"_seopress_analysis_target_kw":"","_seopress_news_disabled":"","_seopress_video_disabled":"","_seopress_video":[],"_seopress_pro_schemas_manual":[],"_seopress_pro_rich_snippets_disable_all":"","_seopress_pro_rich_snippets_disable":[],"_seopress_pro_schemas":[],"footnotes":""},"categories":[],"tags":[],"class_list":["post-793","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/pages\/793","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/comments?post=793"}],"version-history":[{"count":0,"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/pages\/793\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/pages\/10710"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/media\/3528"}],"wp:attachment":[{"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/media?parent=793"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/categories?post=793"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/tags?post=793"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}