Setting Up Project Management
Before you can use Financials to manage projects, you must set up resources, time sheets, and jobs.
Then you can create jobs and schedule resources for projects as well as manage budgets and track machine and employee hours with time sheets. For more information, see Managing Projects.
The following table describes a sequence of tasks, with links to the topics that describe them.
|Set up your resources and the related costs and prices, either for individual resources, resource groups, or for all available resources of the company.||How to: Set Up Resources|
|Enable resources to report time usage for an individual or a machine and enable a manager to review the usage and its allocation.||How to: Set Up Time Sheets|
|Create job cards and prepare job tasks. Set up prices for job items and job resources and define job posting groups.||How to: Set Up Jobs|