IEM - Advanced Job Management
Advanced Job Management is a complete project management solution to manage projects effectively. Define project deliverable, costs, tasks and task sequence, and planning up front. Track project task progress with lifecycle-based status control, and charge costs (including resource, material, and equipment usage) to a project during execution.
Full integration with Microsoft Dynamics Business Central sales, purchasing, assembly inventory and warehouse management, manufacturing, and service management functionality keeps you in touch with every aspect of a project through its execution.
| To | See |
|---|---|
| Learn to setup Advanced Job Management Templates, define Job Features, Cost Types, Roles and Surcharges. Manage the business process around a Job through a Lifecycle, where necessary extended with approval workflows. | Advanced Job Management setups |
| Learn about the Project Manager Role Center | Role Center |
| Job Planning State - Learn about estimating a Job by defining the main elements and the activities required to create that element. Estimate the costs in the main cost types: Resources, Expenses, Material and Equipment. When done use the Create Job Task Matrix to create Job Tasks for each Element and Activity combination. | Planning and Estimating |
| Job Quote State - Learn about creating Job Quotes directly, from a Planned Job or an Opportunity. Archive Job Quotes to create new Versions or restore Archived Job Quotes to a new Version. Promote to Job Quote to the order state or make a Job from a Sales Quote | Quotation and Budget |
| Job Order State - Learn how to procure material and resources for a Job. Create Purchase -, Production - and Assembly orders from the Job Planning Line. Calculate a Job Specific planning. Allocate Resources to a Job Task or plan resources per Day. Purchase resource capacity. | Order and Work Preparation |
| Learn how to work with change orders by creating Job Tasks from Job Change Orders. | Change Orders |
| Learn about the different Invoicing Methods besides the standard Time and Material: Fixed Price, Deliverables and No Invoicing and Work with Contract Lines to create Sales Invoices for the Job. | Invoicing |
| Learn how to create multiple Budgets for a Job and how to set progress % to Forecast an Estimate at Completion | Project Management and Administration |
| Learn how to Combine Jobs from for the same customer. | Combined Jobs |