Dynamics NAV Project Management

Key Features

  • Create both time-and-materials and fixed-price projects. Budget for both sales and costs.
  • Create project phases, tasks, and sub-tasks. Use associated planning lines to add detail about required resources, items, ledger expenses, and scheduling.
  • Set up job-specific prices and discounts for items, resources, and general ledger expenses, or apply standard customer price and discount mechanisms.
  • Operate in local or foreign currencies.
  • Manage resources for planning and job execution per person or by machine, with support for resource capacity and availability.
  • Track job items with serial or lot numbers, whether purchased specifically for the job or consumed from stock, using standard item tracking methods.
  • Calculate WIP based on one of five methods: cost value, sales value, recognizable cost, percentage of completion, and completed contract. Recalculate as often as necessary prior to posting.
  • Enjoy full integration with the financial system, including purchasing, invoicing, credit memos, etc.
  • Monitor Project Management performance with KPIs, standard reports, and ad hoc reports.
  • Perform more advanced analysis on Project Management data using NAV business intelligence tools, including PowerPivot.