General Setup#
For general information about how to configure Microsoft Dynamics 365 Business Central1 for first use, see Overview of Tasks to Set Up Business Central.
This article only describes the additional pages, functions, and fields available for configuration in project365.
Set up a user#
- Choose the Search icon, enter User Setup, and then choose the related link.
- Select a user and choose Edit.
- Fill in the fields as described in the following table.
| Field | Description |
|---|---|
| Projects Resp. Ctr. Filter | Assign a responsibility center so that users only see projects that match their area of responsibility. Note This filter does not apply to time tracking. |
| Employee No. | Enter the employee number assigned to the user. |
| Resource No. | Specify the resource associated with the user. If the resource is not an employee, enter a number manually. Filling in this field is crucial, for example, to assigning a resource to a time journal. |
| Other Res. in Time Tracking | With the toggle turned on, the user can view and complete other resources’ time sheets and CTC cards and check their postings in certain overviews and reports. If you want the user to have access to only some resources’ records, you need to fill in the Resource Management page. Note Turn on this toggle for administrators only. |
| Time Manager | Turn on this toggle to specify the user as a time manager, who, instead of the project leads, should approve the time entries created from resource hours. Note The field is only used if the Check by Time Manager toggle is turned on in Projects Setup. |
| Plan Own Resource | With the toggle turned on, users with the relevant read/write permissions can schedule their own resources. Usually, only resource managers have these kinds of permissions; other employees can do little more than read entries. Turning on the toggle expands (and at the same time, limits) access to a resource by granting write permission to the user who is linked to the resource. Note This field is only relevant when planning resources to whom no budget activities are assigned. |
| Planning Location Code | Specify a resource manager’s default filter when handling resource requests. You can clear this filter on the Resource Request page to see all requests made so far. Note This field is only relevant when planning resources to whom no budget activities are assigned. |
| Resource Manager | Turn on this toggle if the user is a resource manager. Resource managers handle requests posted by coworkers and distribute them among employees with available capacity. A resource manager can see all requests; others only see their own. Note This field is only relevant when planning resources to whom no budget activities are assigned. |
| Team Filter on Resource Requests | Select a code that you want to set as a filter when you open the Resource Planning page from a resource request. The filter can help you sift through the resources and resource planning lines in the system if their numbers are high. The filter can later also be changed manually, if necessary. Note This field is only relevant when planning resources to whom no budget activities are assigned. |
| Planning Department Filter | Select a code that you want to set as a filter when a planner opens the Resource Request page. You can clear this filter on the page if necessary. |
| Default Sales Doc. Type for Creation from Project | Specify if the function used to create sales documents from a project should create quotes or orders (for more information, see Create Projects from Sales Documents). |
| Show All Staff Equipmt. | Typically, users can only see the equipment that is assigned to their resource (see above). However, you can turn on this toggle for staff members who have been tasked with managing equipment beyond their own so that they can remove the standard equipment filter and see all devices (and software) issued to resources or employees in the system. This way, they can change equipment data without needing to open the employee master—to which only a handful of people typically have access to anyway. |
| Allow Customer Change Despite Revenue | If you chose Selected in the Setup Customer Change Despite Revenue field in Projects Setup, you can turn on this toggle to mark the user as someone authorized for the process. Note Even if authorized, the user can only change a customer if the Selected option is chosen in Projects Setup. |
Resource Management#
The "Resource management" page allows users to assign time controlling rights for other resources. These rights make it possible to view the time bookings of the assigned resources in various overviews and reports. The "Other Res. in Time Tracking" button also allows access to the actual time recording (e.g. ZDE card) of these resources. Entries on this page are more specific than the global "Other Res. in Time Tracking" button in the user setup.
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