My absolute Top 5 features and how to use them.
The latest wave update brings what I believe is the most significant set of improvements for organisations managing projects in Business Central
Here are my “favourites” and how a business should use them to improve operations:
1οΈβ£Β Rebranding Jobs to Projects
ππ‘π² π’π π¦πππππ«π¬: it might not look like much, but I think there will be massive impact in terms of adoption. Also, my go to explanation when talking about jobs with a new customer was: βa Job is a Projectβ.
Tip: search is working (for now) on both jobs and projects keywords.
2οΈβ£ Multiple customers on a project
ππ‘π² π’π π¦πππππ«π¬: it is often the case that a project is split between multiple customers, with the new feature it is now possible to track budgets, consumptions and invoicing per each customer. It means less admin, as previously the option was to create multiple projects (jobs), one for each customer and try to connect them.
3οΈβ£ Project archiving (versioning)
ππ‘π² π’π π¦πππππ«π¬: it allows versioning, so it is now possible to save (archive) a copy of the project and continue to edit the active project version. Archiving is βon-demandβ, so it facilitates having multiple variants of the project, comparing versions, and restoring an archived version. Having an archived project baseline is critical for project managers.
4οΈβ£ Invoicing multiple projects simultaneously
ππ‘π² π’π π¦πππππ«π¬: multiple jobs can be pulled into one single invoice, similarly with invoicing multiple shipments. It simplify admin work both for the business and for the customer, and gives more visibility into whatβs invoiced and what not.
5οΈβ£ Assemble to Order and Explode BOM (I just couldn’t decide)
ππ‘π² π’π π¦πππππ«π¬: these features come to further increase the usability of the Projects module for businesses having lite manufacturing activities. If routings are not required, a business is (in most cases) better off using Projects, rather than Manufacturing – both in terms of licensing and process simplicity.