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

by | December 22, 2020 | Dynamics 365 Business Central

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

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

april

31mar01aprTraining Class: Financial Reporting W/Account Schedules for Dynamics 365 Business Central

07apr2:00 pm2:30 pmEnsuring Quality for Batch Manufacturers

08apr11:00 am12:00 pmConfab with Stoneridge - Livestream - Jumping into the Deep End of the Data Lake

14apr10:00 am10:30 amBoost Seller Productivity and Close More Business with Dynamics 365 Sales

21apr10:00 am10:30 amSetting Your Sales Team Up for Success: A Modern Look at Revenue Operations

21apr12:00 pm1:00 pmGetting Started with Barcode Scanners and WMS Apps for Business Central

21apr2:00 pm3:00 pmMoving to the Cloud: Today's Solution for Leading Field Service Companies

22apr11:00 am12:00 pmConfab with Stoneridge - Livestream - Moving from Manual to Automated with Strategic Automation Strategies

28apr10:00 am10:30 amThe Modern Manufacturer: Best Practices for Inventory Turnover

28apr12:00 pm1:00 pmPower Up Microsoft Dynamics by Automating Budgeting, Dashboarding and Reporting

may

05may10:00 am10:30 amAchieve More with Zetadocs for Business Central

05may2:00 pm2:30 pmSimplifying Item Pricing, Availability, and Tracing for Batch Manufacturers

06may11:00 am12:00 pmD365 Field Service – New Features to Empower Your Remote Workforce

12may10:00 am10:30 amThe Modern Manufacturer: Manufacturing Software in the Real World

12may12:00 pm12:30 pmFinancial Implications of Moving from Dynamics GP to Dynamics 365: Licensing and Infrastructure

17may(may 17)8:00 am28(may 28)11:00 amDynamics 365 Finance & Supply Chain Development Training - Online Workshop

26may10:00 am10:30 amThe Modern Manufacturer - Enterprise Asset Management

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X