Edit

Share via

Use resources for projects

  • Article

You record the usage of resources in the project journal to keep track of costs, prices, and the work types that are linked to projects. For more information, see Record Usage for Projects.

Note

You can also purchase external resources, for example, to invoice a vendor for work delivered. For more information, see Record Purchases.

You can also post the usage of a resource in a resource journal. Entries posted in a resource journal have no effect on the general ledger.

To assign resources to projects

You assign resources to projects by creating project planning lines for the project. For more information, see Create Projects.

To record resource usage for a project

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Project Journals, and then choose the related link.

  2. Open a relevant project journal batch, and then fill in the fields as necessary. Hover over a field to read a short description.

  3. When the journal is complete, choose the Post action.

    Tip

    To avoid mistakes, use the Preview Posting action to review the entries that posting will create.

To adjust resource prices

If you want to change costs or prices for a large number of resources, you can use a batch job.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Adjust Resource Costs/Prices, and then choose the related link.
  2. Fill in the fields on a line as necessary, and then choose the OK button.

Note

This batch job does not create or adjust alternate costs or prices for resources. It only changes the contents of the field on the resource card for the Adjust Field field that you selected in the batch job. The adjustment will take effect immediately for resources, so check your adjustment factors before you run the batch job.

To get resource price change suggestions based on existing alternate prices

If you have already set up alternate resource price for some resources, you can use a batch job to set up multiple alternate resource prices.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Resource Price Changes, and then choose the related link.
  2. Choose the Suggest Res. Price Chg. (Price) action, and then fill in the fields as necessary.
  3. Choose the OK button.
  4. When the batch job is finished, the Resource Price Changes page shows the results of the batch job.

To get resource price change suggestions based on standard prices

If you want to set up multiple alternate resource prices based on the standard prices on the resource cards, you can use a batch job.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Resource Price Changes, and then choose the related link.
  2. Choose the Suggest Res. Price Chg. (Res.) action, and then fill in the fields as necessary.
  3. Choose the OK button.
  4. When the batch job is finished, open the Resource Price Changes page to see the results of the batch job.

To get resource price change suggestions based on alternate prices

If you have already set up alternate resource price for some resources, you can use a batch job to set up multiple alternate resource prices.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Suggest Res. Price Chg. (Price), and then choose the related link.
  2. Fill in the fields as necessary.
  3. Choose the OK button.
  4. When the batch job is finished, open the Resource Price Changes page to see the results of the batch job.

See Also

Project Management
Finance
Purchasing
Sales
Work with Business Central

Find free e-learning modules for Business Central here