How to Open a Job in Dynamics 365 Business Central, Part 3: Planning Lines

By Noelle Super | December 22, 2020

job details overview tab

In the second post of this series Opening a Job in Dynamics 365 Business Central, Part 2: Job Tasks we learned how to create job tasks to summarize budgeted and actual costs.
Once you have created your job tasks, the next step is to create a job budget by entering planning lines. Planning lines allow you to forecast job costs and revenue, and in many cases (depending on the WIP method chosen), planning lines drive WIP calculations.
You may access planning lines from the action ribbon in the job card by selecting Navigate -> Job -> Job Planning Lines.

navigate and job planning lines

Each planning line is associated with a job task. This will allow you to view the total budgeted and actual costs on the job task page.

job task number

There are three types of planning lines: Budget, Billable & Both Budget and Billable.
• Budget planning lines are used to forecast costs
• Billable planning lines are used to forecast revenue
• Both Budget and Billable planning lines are used when both a cost and revenue can be forecasted (for example, time and material expenses)

line types job series


You can create planning lines for Resources (labor), Items (inventory), and other expenses (G/L Account).

creating resource planning lines

You may enter a quantity and a unit cost (for Budgeted costs) and a unit price (for Billable revenue).

enter quantity and unit cost

A summary of your total Budgeted Costs & total Billable Price can be found in the job details Factbox on the job card.

job details overview tab

Want to learn more about Jobs in Business Central? Read part one of this series – Job Card and part two – Job Tasks.

If you’d like to learn more about how Dynamics 365 Business Central can help you become more productive and efficient, reach out to the experts at Stoneridge Software.

Related Posts

Recommended Reading:

5.27.22 Dynamics GP

How to Run Drop Ship Sales in Dynamics GP

Need to Invoice the Customer before you get the invoice from the vendor? This The freight forwarder has contacted you […]

Read the Article

New Features in Dynamics 365 Business Central 2022 Wave 1 Release – Protecting G/L Accounts From Being Deleted

There are a lot of exciting New Features in Dynamics 365 Business Central 2022 Wave 1 Release to get excited […]

Read the Article
5.25.22 Financials

Rounding Numbers in Power Automate

  If you’ve ever tried to round numbers in Power Automate, you have probably already run into the issue there […]

Read the Article

Manage U.S. Use Tax on Purchase Orders in Dynamics 365 Finance and Operations

  Managing sales tax requirements on your business purchase can be complicated, but Dynamics 365 Finance and Operations can help […]

Read the Article
5.19.22 Dynamics CRM

How to Write a Great Support Ticket in the Stoneridge Support Portal

Submitting a support ticket through the Stoneridge Support Portal is a quick and effective way to get assistance for any […]

Read the Article

Managing Your Business Through Uncertain Times Using Dynamics 365 Finance and Operations

  Dynamics 365 Finance and Operations (F&O) can help you make informed decisions on how to move your business forward. […]

Read the Article
5.13.22 Power Platform

Using Power BI Object Level Security

  The following article will demonstrate how to use Power BI Object Level Security to disable column data based on […]

Read the Article
5.12.22 Dynamics CRM

How to Use the Stoneridge Support Portal

Stoneridge Software’s support portal is an intuitive and useful function that makes it easy for you to access resources to […]

Read the Article
5.6.22 Dynamics GP

Dynamics GP Transaction Removal: Purchase Orders

  Are you having performance issues with Purchase Orders?  Do you find that there are old Purchase Orders on your […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!