This flow gives an overview of what you can use Advanced project management for.
The main elements are:
Name | Responsible | Description |
---|---|---|
Create and manage project quotations |
Project manager |
The Advanced project management process for project quotations is fully based on and makes use of all functions as available in Dynamics 365 for Finance and Operations. In this process, the focus is on the Advanced project management additions to the project quotation process. For more information on working with project quotations, refer to Generate and manage project quotations. |
Create and manage projects |
Project manager |
In Advanced project management, you use the full project management functionality as available in Microsoft Dynamics 365 for Finance and Operations. Advanced project management offers several additional functions to manage and control your projects. You can use these functions for your projects:
For more information on working with projects, refer to Project management and accounting overview. |
Create and manage project change orders |
Project manager |
Once a project quotation is confirmed and transferred to a project, you can no longer make changes to, for example, the work breakdown structure. So, if changes are required, you can make these changes on the related project. To be able to track and manage these changes properly, you can use project change orders. Note You can only use project change orders on projects that are created from a project quotation. This project quotation must be created according to the Advanced project management process. Before you can use project change orders, make sure these Advanced project management parameters are set:
|
Create and manage subcontracts |
Project manager |
You can subcontract parts of a project. use subcontracts to manage this, including the scope of work that you subcontract. In the quotation phase of a project, you can subcontract activities. However, you can only activate a subcontract if the project quotation is confirmed, and a project is created. |