Business Functionality
Overview
Ready to learn more about Project720 and how to use it? Check out some of our resources, which include detailed documentation on documents and templates as well as many useful setup and user guides.
| To | See |
|---|---|
| Get familiar with General basic features and functionality | Basic functionality |
| Get started with pre-defined configuration | Setup and configuration |
| Understand how Project720 is improving the validation when projects is closed. | Closing projects |
| Summarize and group usage entries into clear invoices, helping to streamline billing processes and maintain financial accuracy across projects. See how easy it is to create invoice proposals | Invoice proposals |
| View all open projects at a glance, including key metrics like budget, usage, invoicing, and profitability, for quick insights and better project management | Project Oveview |
General basic functionality
Project720 builds on Microsoft Business Central’s project management capabilities by adding enhanced features that provide greater control, transparency, and efficiency for project-driven businesses.
With Project720, you can simplify your project workflows
- improve billing accuracy,
- keep a clearer eye on project finances.
Usage
It is very easy to get advantage of the process comming with Project720.
Project insights
- Open the project list, Search for Projects (720) or open the list from Rolecenter tile.
- Open the Project Card (720)
- A more simple overview of Project information – focus on basic project information (all warehouse actions is removed)
- Show insights on Project tasks from Project Ledger Entries and Planning lines
- From the factbox area, showing Customer statistics with Balance and Outstandings. Showing Attachments with Documents, Links to Sharepoint and Notes
- Invoice Proposal and Project Task Actions are promoted to Home for easy access.
Create Invoice proposal
- Open Invoice proposal (720) page from action on Project Card
- Mark entries an choose an invoice level from Copy Entry Lines
-
Edit the lines quatity and amount if needed.
-
Move the lines up or down if needed.
-
Create the sales invoice from action on Invoice proposal (720)