Project Basic Setup#
Projects Setup#
In the Project Setup, the facilities for project creation and implementation are established.
KUMAVISION factory365 - Plant Engineering extends the Projects facility of Microsoft Dynamics 365 Business Central1 with the fields described below:
Plant Engineer#
| Field | Description |
|---|---|
| Check Resource Qualification | When entering a resource in the project plan lines, the system checks whether the necessary qualifications for an activity type are available. The following selections are available: No check is made when resources are used Planning onlyWhen maintaining project plan lines, the resource is checked against the necessary qualifications Booking onlyIt is checked for the sufficient qualification at the time of booking Planning and BookingCombination of Planning Only and Booking Only |
| Allow Synchronisation from Sales | Defines whether the synchronisation of a project plan line from sales is permitted. |
Outlook ToDos#
| Field | Description |
|---|---|
| Step CRM task | If you are working without a project outline, use this field to specify the increment for creating new project tasks. |
| Separator CRM task | If you work without a project breakdown, use this field to specify the separator for creating new project tasks. |
| Counter CRM task | If you work without project breakdown, set the counter for creating new project tasks in this field. |
Project Accounts#
In the projects for plant engineering, consumption and sales postings are showed on a project chart of accounts, which is used for project controlling. The selection of the corresponding project accounts is controlled via the project account setup.
Project Chart of Accounts#
The project chart of accounts is used for project controlling and contains all sales and cost accounts that are to be used for a differentiated project view. The project chart of accounts is not dependent on the finance chart of accounts.
To set up the project chart of accounts, call it up via the search icon.
You can define a new project account using the table below via "New" in the ribbon.
| Field | Description |
|---|---|
| No. | Specifies the project number in the project chart of accounts. |
| Name | Specifies the name of the project account. |
| Account Type | The following options are available: Account A bookable account can be selected. Headline Text line in which a heading can be entered as a structure feature. Total A sum defined by the "Total" field. From-Sum An initial marker for a totaling project account series that ends with the To Total account type. To-Sum An end marker for a totalizing project account series that starts with the From Total account type. The total is defined using the Totalization field. |
Once you have set up the project chart of accounts, select the "Indent the chart of accounts" function in the ribbon. Then select the "Yes" option in the message window. Please also answer the following query "Do you want to indent the chart of accounts?" with "Yes".
Project account setup#
The procedure is almost identical to setting up the posting matrix in the financial accounting area.
The project account setup determines the project accounts to which consumption and revenue are posted or budgeted in plant construction. The project account setup is a matrix that defines the consumption and sales accounts for product posting groups.
The project type is taken from the project card when accessing the project account setup. The activity type, on the other hand, is taken from the project task line.
If no match is found using the project type, activity type and product posting group, an error message appears.
Each project item is assigned either a consumption account or a sales account depending on its item type (consumption or sales). The field contents of the project item are used to determine the project account.
Project Roles#
The project roles define in the later projects which role (e.g. project manager) the resource takes in the respective project.
To define the project roles in advance, call them up via the user search. Via "New" in the menu ribbon you can create a new project role with the help of the table below.
| Field | Description |
|---|---|
| Code | Assign a meaningful abbreviation for the project role. |
| Description | Assign a description for the project role. |
| Type | Assign an applicable type. You can choose from the following: • Responsible • Project Manager • Sale to contact no. • Invoice to contact no. |
Service type#
It is important for the later task planning in the projects to set up the activity types. To do this, call up the activity types via the user search.
Via "New" in the menu ribbon you can define a new service type with the help of the table below.
| Field | Description |
|---|---|
| Code | Assign a meaningful abbreviation for the activity type. |
| Description | Assign a description for the service type. |
| Type | Specifies the type that the record is. You can choose from the following: • Account • Headline • Total • From-Sum • To-Sum |
| Counting up | Here you can now specify the interval or other filter specification of numbers of the service type. The results of the specified service type are added to a total balance. For the From sum or Heading type, this field must be left blank. For the To-total type, the field is automatically filled when the chart of accounts is indented. Only the types that are between a From total and a To total are added together. |
| Qualifications | Indicates the number of qualifications required for the service type. Via a LookUp on the number, qualifications can be assigned to the activity type and already existing ones are displayed to you. Further information on the subject of qualifications can be found in the section of the same name. |
| Usage | NoneThere is no task scheduling, the fields are not editable in the project task. Task planningYou can enter planning directly in the project tasks. ForecastThere is no task planning, the fields are not editable in the project task. BothYou can enter planning directly in the project tasks. |
| Type planning | Via the type of planning you determine the type with which the task planning is to be entered in the planning line. You can choose from the following: - Resource - Article - G/L account |
| Planning no. | Via the planning no. you determine, depending on the type of planning, with which account the task planning is to be displayed in the planning line. |
| Work type code | Specifies the work type code for the activity type. |
| Art Forecast | Specifies the type forecast for the service type. You can choose from the following: • Resource • Article • G/L account |
| Forecastnr. | Specifies the forecast no. in the context of the "Type Forcast" field. |
| Forecast work type code | Specifies the forecast work type code. |
| Cross country skiing articles | Identifies a project task with the assigned activity type as a "long-run item". |
Job Types#
When creating a new project, you can define the type of project by assigning a Job Type. Here you can already specify some data such as a project template, order type or similar.
To define the job types in advance, open the Job Types via the search icon. Via New on the ribbon you can define a new job type.
| Field | Description |
|---|---|
| General | |
| Code | Assign a meaningful abbreviation for the job type. |
| Description | Specify a description for the job type. |
| Initialize Job | |
| Job Type Dimension Code | Specify the dimension code for the job type. |
| Job Type Dimension Value | Specify the dimension value for the job type. |
| Dimension Value Prefix | Specify the dimension value prefix. |
| Initialize Job Location | |
| Project Location Template | Specify the template project location, which can be selected from the locations overview. |
| Project Location Number Series | Specify the number series to be used for assigning the project locations. |
| Initialize Sales | |
| Sales Order Types | In the job type, you can set up an sales order type for the creation of sales documents if required. This is used when creating the documents. |
| Initialize Sales Job | |
| Allow synchronization from sales | Specify whether the job type can be selected in the sales documents. |
| Default Project No. | Specifies the project number for submitting the project for the job type. |
| Create Project Location | For the procurement and logistics processes, you use this to specify whether the system should create a project storage location for each project. The project storage location represents the place of performance of the project. |
Project breakdown#
Warning
Function discontinued with BC2026 Wave 1.
The project structure helps you to enter and maintain your project tasks quickly and efficiently with predefined numbering.
Call up the "Project outline" via the user search.
Via "New" you can create a new project outline using the table and procedure below.
| Field | Description |
|---|---|
| Code | Define a unique code for the record here. |
| Description | Define a short description for the outline here. |
| Status | Indicates the status of the outline. The following are available for selection: • New • Certified • In development • Expired Note Please note that only project members with the status "Certified" can be used in the processes. |
To define the outline for the created dataset, call up the "Outline structure" menu item via the ribbon.
| Field | Description |
|---|---|
| Level | Level or indentation of the task. |
| Description | Enter a description for the layer here |
| Increase | Define with which intervals the system should assign tasks, 1 for one step, 10 for ten steps etc. Based on the increment, the Counter field is initialized. |
| Counter | Here you can define with which value the level should be started and how wide the level can be. For example, enter 001 if the layer can reach a maximum value of 999. Please note that the Project task field only has a maximum width of 20 characters. |
| Separator | Define a separator here, e.g. period, comma, hyphen |
| Count type | • Numeric • Alphanumeric please specify alphanumeric if your counter contains letters. |
| Bookable | Specify whether it is possible to post on the level |
| Example | Represents the current definition, as a project task. |
Project Document Text Template#
For easy editing/creation of the document texts in the projects, you can define project text templates in which you specify how and when which data record is to be printed in which document.
Note
Please note that pre- and post-texts on the project tasks are not passed on to subsequent documents. This is only possible with texts on project plan lines.
To do this, call up the "Project document templates" via the user search.
Via "New" you can create a new project document template using the table below.
| Field | Description |
|---|---|
| Project table | Use this field to specify for which table the definition is valid. The following selection is available: • Project Task • Project planning line |
| Line type | Use this field to specify for which line type the definition is valid. The following selection is available: • Budget • Invoiceable • Budget and Invoiceable |
| Position | In this field, specify how the definition is valid for which position. The following selection is available: • Pretext • Post text |
| Service Contract Offer | Printing In this field, specify whether the text should be printed on Service contract offer. |
| Service contract printing | Use this field to specify whether the text should be printed on the service contract. |
| Service offer printing | Use this field to specify whether the text should be printed on the service offer. |
| Service Order Printing | Use this field to specify whether the text should be printed on the service order. |
| Service Geb. Invoice Printing | Use this field to specify whether the text should be printed on the service invoice. |
| Service Geb. Credit Print | Use this field to specify whether the text is to be printed on the service credit note. |
| Service Geb. | Delivery Print In this field, specify whether the text is to be printed on the service delivery. |
| Service work ticket printing | In this field, specify whether the text should be printed on service work ticket. |
| VK offer pressure | In this field, specify whether the text should be printed on VK offer. |
| VK Order Printing | Use this field to specify whether the text should be printed on VK Order. |
| VK Geb. Invoice Print | Use this field to specify whether the text should be printed on VK Geb. Rechnung. |
| VK Geb. credit print | Use this field to specify whether the text should be printed on VK Geb. Gutschrift. |
| VK Blanket order printing | Use this field to specify whether the text should be printed on VK Blanket Order. |
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