User Manuals for Business Central | ProjectPro Documentation

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ProjectPro Basic

14 modules

ProjectPro Role Centers and Security

Project Setup

Project Setup General Fast Tab Numbering Fast Tab Retention Fast Tab Progress Billing Fast Tab Progress Payment Fast Tab Subcontract Fast Tab Lists Fast Tab Indirect Burden Allocation Fast Tab Labor to G/L Fast Tab Project Quoting Fast Tab Project Material Planning Fast Tab Project Forecast Worksheet Fast Tab Revenue Recognition Fast Tab

Project Cost Categories

Introduction Project Cost Categories Fields in the Project Posting Groups Window

Project Posting Groups

Introduction Project Posting Groups Fields in the Project Posting Groups Window

APOS Setup and Structure

APOS Definition APOS Setups Projects Setup Task Type Setup APOS Structure – Project Activities

Project Overview

Introduction Project Card Project Resource Cost/Price APOS Definition Project Tasks (Cost/Revenue Codes) Project Planning Lines Project Segments (Bill of Quantities) Completing a Project Creating a Change Order Project Copy a Project and Project Task Project Task Line Worksheet Project Task Total

Change Order and Work Order

Introduction Change Order/Work Order Change Order Work Order Sub Project

Project Analysis and Reporting

Aged A/R with Retention Report Aged A/P with Retention Report Actual vs Budget Cost by Task Projects Gross Profit by APO Committed Cost Detail Report Project Gross Profit Open Sales Invoices by Project Open Purchase Invoices by Project

Time and Material

Time and Material Defining the Project Defining Prices Creating Purchase Order Creating Sales Invoice Additional T&M Methods

Project Forecast Worksheet

Introduction Project Forecast Worksheet Percentage of Completion Batch Posting Forecasted Completed Cost Override

Revenue Recognition

Introduction Revenue Recognition Setups Revenue Recognition Process Project Forecast Method

Customer Lien Waiver

Story Board Customer Lien Waiver Invoice of 20% with 10% Retention Invoice of 32% with 5% Retention

Project Burden Allocation Crew Timesheet

Daily Field Report (DFR)

Introduction Add DFR No. Series on Project Card Setting up Unique Prices Posting the Usage Creating DFR No. Lock/Unlock DFR

Progress Billing

8 modules

Progress Billing Process

Introduction Progress Billing Get Billings Function New Version Function Make Sales Document Function 100% Billing Final Retention Billing

Stored Materials

Introduction Stored Materials

Change Orders in Progress Billing

Introduction Change Orders Reports

Retention Reduction and Invoicing

Retention Reduction and Invoicing Retention Invoice Sales Invoice Combined CO AIA G702 and AIA G703 Report

Get Project Planning Lines Function

Get Project Planning Lines Project Setup Progress Billings

APO Links Multiple Retention Percentages Progress Billing with Foreign Currency

ProjectPro Integrations

1 module

Visual Project Scheduler by Netronics

ProjectPro Application and Licensing

2 modules

Installation (Cloud or SaaS)

Introduction New Sandbox/Customer Tenant ID ProjectPro App ID Existing Sandbox/Customer

License Activation

Introduction ProjectPro License Detail

ProjectPro Basic

17 modules

ProjectPro Role Centers and Security

Project Setup

Project Setup General Fast Tab Progress Billing Fast Tab Subcontract Fast Tab Project Forecast Worksheet Fast Tab Revenue Recognition Fast Tab

Project Overview

Introduction Project Card Project Tasks Project Segments (Bill of Quantities)Creating a Change Order Project Copy a Project and Project Task

APOS Setup and Structure

APOS Definition APOS Setups APOS Structure – Project Activities

Project Analysis and Reporting

Aged A/R with Retention Actual vs Budget Cost by Task Projects Gross Profit by APO Committed Cost Detail Report Project Gross Profit Actual vs Budget Price by RAPO

Time and Material

Time and Material Creating Purchase Order Creating Sales Invoice Additional T&M Methods

Project Forecast Worksheet

Introduction Project Forecast Worksheet Percentage of Completion Forecasted Completed Cost Override

Revenue Recognition

Introduction Revenue Recognition Process Project Forecast Method

Customer Lien Waiver

Story Board Customer Lien Waiver

Project Burden Allocation Crew Timesheet

Daily Field Report (DFR)

Introduction Creating DFR No.Lock/Unlock DFR

FA Purchases with Project

Introduction Purchase Fixed Assets With Project

Interim JLE Purchases

Introduction Purchases & Payable Setup

Progress Billing

8 modules

Progress Billing Process

Introduction Progress Billing Make Sales Document Function Final Retention Billing

Stored Materials

Introduction Stored Materials

Change Orders

Introduction Reports

APO Links Multiple Retention Percentages

Retention Reduction and Invoicing

Retention Reduction and Invoicing Combined CO AIA G702 and AIA G703 Report

Progress Billing with Foreign Currency

Subcontract Management

6 modules

Subcontract Process

Subcontract Card General Fast Tab Make Purchase Document Subcontract Change Order

Request For Subcontract Change Orders

Introduction Subcontract Change Request

Vendor Insurance

Introduction Vendor Insurance Payment Journal

Progress Payment

Introduction Creating a Progress Payment Reports

Vendor Lien Waiver

Introduction Progress Lien Release Final Lien Release

Draws and Pay When Paid

Introduction Defining Draws on the Project Pay When Paid Batch

Project Material Planning

8 modules

Project Material Planning Process

Project Material Planning Schedule JMP Requisition Worksheet Releasing Purchase of Items Staging and Delivery Material Planning Reports Assembly BOM on JMP Copying Assembly BOM

Field Management

6 modules

Project User Tasks

Introduction Setups Field Management Setup User Task Category List User Tasks User Task Creation

ProjectPro Dependencies

1 module

PO Short Close Process

ProjectPro Integrations

4 modules

Visual Project Scheduler by Netronics Dime Scheduler MEM/Binary Stream (Multi-Entity Management) "Expand IT" WebSan Solutions

ProjectPro Application and Licensing

2 modules

Installation (Cloud or SaaS)

Introduction New Sandbox/Customer Existing Sandbox/Customer

License Activation

Introduction ProjectPro License Detail

ProjectPro Basic

17 modules

ProjectPro Role Centers and Security

Project Setup

Project Setup General Fast Tab Progress Billing Fast Tab Subcontract Fast Tab Revenue Recognition Fast Tab

Project Overview

Introduction Project Card Project Tasks Project Segments (Bill of Quantities)Creating a Change Order Project Project Task Total

Project Analysis and Reporting

Aged A/R with Retention Actual vs Budget Cost by Task Bonding Project Gross Profit Subcontract Status by Project Actual vs Budget Price by RAPO

Time and Material

Time and Material Creating Sales Invoice Additional T&M Methods

Revenue Recognition

Introduction Revenue Recognition Process Project Forecast Method

Project Burden Allocation Crew Timesheet

Daily Field Report (DFR)

Introduction Creating DFR No.Lock/Unlock DFR

FA Purchases with Project

Introduction Purchase Fixed Assets With Project

Interim JLE Purchases

Introduction Purchases & Payable Setup

Progress Billing

8 modules

Progress Billing Process

Introduction Progress Billing Final Retention Billing

Change Orders

Introduction Reports

Retention Reduction and Invoicing

Retention Reduction and Invoicing Combined CO AIA G702 and AIA G703 Report

APO Links Multiple Retention Percentages Progress Billing with Foreign Currency

Subcontract Management

6 modules

Subcontract Process

Subcontract Card Make Purchase Document Subcontract Change Order

Request For Subcontract Change Orders

Introduction Subcontract Change Request

Vendor Insurance

Introduction Payment Journal

Progress Payment

Introduction Creating a Progress Payment Send to PO

Vendor Lien Waiver

Introduction Final Lien Release

Draws and Pay When Paid

Introduction Pay When Paid Batch

Project Material Planning

8 modules

Project Material Planning Process

Project Material Planning Schedule JMP Requisition Worksheet Releasing Purchase of Items Material Planning Reports Assembly BOM on JMP Copying Assembly BOM

Field Management

6 modules

Project User Tasks

Introduction Field Management Setup User Tasks User Task Creation

Project Quoting

1 module

Project Quoting Process

Advanced Project Payroll

2 modules

Advanced Project Payroll

Certified Payroll W-347 Report

Introduction Setups Employee Payroll Register Ledger Entries Certified Payroll Wh-347 Report

ProjectPro Dependencies

1 module

PO Short Close Process

ProjectPro Integrations

6 modules

Visual Project Scheduler by Netronics Dime Scheduler MEM/Binary Stream (Multi-Entity Management) "Expand IT" WebSan Solutions "Payroll Now" Data Integrity Certified Payroll Report via "Payroll Now"

ProjectPro Application and Licensing

2 modules

Installation (Cloud or SaaS)

Introduction New Sandbox/Customer Existing Sandbox/Customer

License Activation

Introduction ProjectPro License Detail