Design Detail: Data-model

Project, Task, details are in table 1003 - ProjectPlanning Line. Business Central recognizes 3 types of that line: Budget, Billable, and Both Budget and Billable.
As Industrial Equipment Manufacturing (JMS) wants to clearly separate between Budget, Planning and Billing an additional type has been added: “Planning” while the "Both Budget and Billing" type is hidden. IEM used to have separate tables for Budget - and Billing Lines, they no longer exist. This means that the Copy Budget to Planning action copies a Planning line of the type Budget to a new Planning line of the type Planning by changing the Type.

T1003 can grow quite large. To accommodate that the following archiving rules are implemented:

  • When a Project Quote is converted to - Order only the Active Budget is copied, all other budget versions are archived.
  • When a Project is Completed all planning line types are archived.

Project Control Suite Data Model

In IEM the planning line has 3 Types: Budget, Billable and Planning. The Line Type is not editable but is set per page:

  • In the Budget Lines page, you can only create lines of the Type Budget
  • In the Planning Lines page, you can only create lines of the Type Planning.
    • Planning Lines are also created by the Copy to Planning Lines action
  • In the Billable Lines page, you can only create lines of the Type Billable.
    • Billable lines are also created by the Initialize action that breaks down a contract amount.
    • Billable lines are also created when usage is posted in a Project with invoicing method Time and Material.

See Also

Welcome to Industrial Equipment Manufacturing