Set 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 Manage Projects.

The following table describes a sequence of tasks, with links to the topics that describe them.

To See
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

See Also

Manage Projects
Finance
Purchasing
Sales
Working with Financials