pryme Global
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Advanced Projects - Project Planning with Gantt Charts on Business Central
Have you ever struggled with keeping projects on track? 😣 How do you currently plan and manage your projects on Business Central? 🤔
In this video, we’re diving deep into project planning using Gantt charts in Microsoft Dynamics 365 Business Central in combination with Advanced Projects! 🚀
You’ll learn how to create and manage projects efficiently by visualising timelines, assigning tasks, and keeping track of project milestones. 💡
00:00 Gantt chart overview
00:41 Task relations
01:13 Enforce dependencies setup
02:11 Resource planning with the Gantt chart
04:24 Colouring rules setup
06:06 Work assignments on the Gantt chart
06:36 Moving budget with task
08:14 Gantt chart graphics
08:53 Gantt PDF
Discover more at 👉 prymeglobal.com/ 💛
Переглядів: 29

Відео

Partner onboarding - Advanced Projects Project Planning with the Gantt Chart
Переглядів 21День тому
In this video we'll proceed with the quick flow through Advanced Projects. 00:00 Gantt chart overview 00:41 Task relations 01:13 Enforce dependencies setup 02:11 Resource planning with the Gantt chart 04:24 Colouring rules setup 06:06 Work assignments on the Gantt chart 06:36 Moving budget with task 08:14 Gantt chart graphics 08:53 Gantt PDF Discover more at 👉 prymeglobal.com/ 💛
Keep up with pryme - September 2024 release
Переглядів 6814 днів тому
Skip the reading and get to know our latest application enhancements. This time we also delve into Invoice Retention 👉Discover more at prymeglobal.com/ 💛 CHAPTERS: 00:00 Keep up with pryme 00:17 Summary 02:23 AI chatbots 04:51 Opportunities from Dynamics 365 Sales (Advanced Projects) 05:25 Gantt chart (Advanced Projects) 07:03 Templated project permissions (Advanced Projects) 09:45 Year timelin...
Partner onboarding - Advanced Projects Sales Order Create Usage
Переглядів 1521 день тому
In this video we'll proceed with the quick flow through Advanced Projects. 00:00 Create budget & planning lines 03:00 "Sales order create usage" settings 03:55 Reserve items in planning lines 04:40 Reservation on project plan 05:11 Create sales order from planning lines 05:38 Ship the items from sales order 06:02 General posting setup 06:23 Demand overview Discover more at 👉 prymeglobal.com/ 💛
Partner Onboarding - Advanced Projects WIP & Revenue Recognition
Переглядів 1728 днів тому
In this video we'll proceed with the quick flow through Advanced Projects. 00:00 Introduction of WIP concepts in Advanced Projects 03:00 Process overview 04:30 Project Card Setup 05:48 Project Plan Setup 06:26 Project Posting Group Setup 06:44 General Posting Setup 07:25 Calculate & Post WIP 11:05 POC User Case Discover more at 👉 prymeglobal.com/ 💛
Keep up with pryme - August 2024 release
Переглядів 63Місяць тому
Skip the reading and get to know our latest application enhancements. This time we also delve into Invoice Retention 👉Discover more at prymeglobal.com/ 💛 CHAPTERS: 00:00 Keep up with pryme 00:18 Summary 03:40 Integration with Dynamics 365 Sales (Advanced Projects) 04:45 Templates in Excel (Advanced Projects) 06:30 Contract task type (Advanced Projects) 07:30 Update timesheet from work assignmen...
Manage Client Funds with pryme Matters
Переглядів 122 місяці тому
Client funds, often held in trust accounts, must be meticulously tracked to manage billing and disbursements accurately. They play a crucial role in ensuring transparency and efficiency in legal environments. pryme Matters helps streamline this process by automating the tracking of client funds, ensuring compliance with legal and ethical standards, and providing real-time insights into account ...
Partner onboarding - Advanced Projects Scheduled Billing and Milestone Billing
Переглядів 72 місяці тому
In this video we'll proceed with the quick flow through Advanced Projects. 00:00 Scheduled billing 00:20 Setting up scheduled bilings 01:50 Bill-to customer 02:38 Milestone billing 02:50 Create a milestone 04:10 Post & create invoice Discover more at 👉 prymeglobal.com/ 💛
Scheduled billing and Milestone billing with Advanced Projects
Переглядів 382 місяці тому
In project-based businesses, scheduled billing and milestone billing are two common methods for invoicing clients. 🧾 Scheduled billing involves sending invoices at regular intervals, such as monthly or quarterly, regardless of project progress. This approach provides predictable cash flow and simplifies financial planning. 📈 Milestone billing, on the other hand, ties invoices to specific projec...
pryme Time - Time tracking software for Microsoft Business Central
Переглядів 2392 місяці тому
Time tracking software for your projects and tasks on Microsoft Business Central. ⏱️ Why invest significant time and money in measuring billable and non-billable hours manually when a Business Central extension can handle it efficiently for a fraction of the cost? 💡 With pryme Time on Advanced Projects get ready for: *precise time capture down to the minute with the stopwatch timer *time tracki...
Partner Onboarding -Advanced Projects Import Projects
Переглядів 203 місяці тому
In this video we'll proceed with the quick flow through Advanced Projects. 00:00 Import projects functionality 00:38 How to create a batch of projects 01:22 Correcting errors Discover more at 👉 prymeglobal.com/ 💛
Partner Onboarding - Advanced Projects Reporting & Analysis
Переглядів 303 місяці тому
In this video we'll proceed with the quick flow through Advanced Projects. 00:00 Reflections on Reporting & Analysis 02:09 Summary 02:33 Data Management 04:00 Move entries for correcting errors 08:47 Project dimensions 09:38 Report & Analysis view 10:00 Timesheet status analysis 10:58 Scheduled resource forecast analysis 11:35 Project forecast analysis 13:04 Budget comparison 14:07 Standard Bus...
Partner onboarding - Advanced Projects Percent Complete Billing
Переглядів 173 місяці тому
In this video we'll proceed with the quick flow through Advanced Projects. 00:00 Percent complete billing with Advanced Projects 00:25 Project creation without using the project wizard 00:44 Set the invoicing type to percent complete 01:38 Set a billing level: project level vs. task level 02:00 Project summary scenario 02:23 Create a budget 02:40 Get usage on the project by submitting the times...
Partner onboarding - Advanced Projects Subscription Billing
Переглядів 273 місяці тому
In this video we'll proceed with the quick flow through Advanced Projects. 00:00 Subscription billing in Advanced Projects 00:14 Create a subscription order 01:41 Release the order 02:12 Raise the invoice 02:40 Set up additional logic Discover more at 👉 prymeglobal.com/ 💛
Partner Onboarding - Advanced Projects Time Entry
Переглядів 273 місяці тому
In this video we'll proceed with the quick flow through Advanced Projects. 00:00 Create timesheets / time periods 1:19 Defining timesheets -weekly or not 02:04 Time entry on the role center 02:32 Modern timesheet 02:49 Lines vs matrix view 04:20 Business Central Outlook add-in 05:39 Keep recurring tasks on timesheet Discover more at 👉 prymeglobal.com/ 💛
Partner Onboarding - Advanced Projects Expense Entry
Переглядів 203 місяці тому
Partner Onboarding - Advanced Projects Expense Entry
Partner Onboarding -Advanced Projects Resource Planning
Переглядів 393 місяці тому
Partner Onboarding -Advanced Projects Resource Planning
Partner onboarding - Advanced Projects Subcontracting
Переглядів 203 місяці тому
Partner onboarding - Advanced Projects Subcontracting
Partner onboarding - Advanced Projects PO and Expenses
Переглядів 233 місяці тому
Partner onboarding - Advanced Projects PO and Expenses
Partner onboarding - Advanced Projects Resource Setup
Переглядів 363 місяці тому
Partner onboarding - Advanced Projects Resource Setup
Keep up with pryme - June 2024 release
Переглядів 833 місяці тому
Keep up with pryme - June 2024 release
Partner onboarding - Advanced Projects Project Setup
Переглядів 804 місяці тому
Partner onboarding - Advanced Projects Project Setup
Partner onboarding Advanced Projects - Budgeting
Переглядів 314 місяці тому
Partner onboarding Advanced Projects - Budgeting
Partner Onboarding - Advanced Projects Basic Setup
Переглядів 824 місяці тому
Partner Onboarding - Advanced Projects Basic Setup
Reporting with pryme Matters
Переглядів 264 місяці тому
Reporting with pryme Matters
Matter invoicing with pryme Matters
Переглядів 274 місяці тому
Matter invoicing with pryme Matters
Time reporting with pryme Matters
Переглядів 214 місяці тому
Time reporting with pryme Matters
Intake assessment with pryme Matters
Переглядів 584 місяці тому
Intake assessment with pryme Matters
Matter creation with pryme Matters
Переглядів 734 місяці тому
Matter creation with pryme Matters
Percent complete billing with Advanced Projects
Переглядів 244 місяці тому
Percent complete billing with Advanced Projects

КОМЕНТАРІ

  • @cleanwater3791
    @cleanwater3791 2 місяці тому

    I'm from Panama, Central America. We have Tax retentions for customer that have an income over 10M, this is what we needed for the invoices with these customers. The video was very helpful, However we found another appsource that is in our country thanks!!

    • @prymeGlobal
      @prymeGlobal 2 місяці тому

      Thanks for your comment! 🙏Glad to hear that the video was helpful for you. 🌟 It’s great to know that you found another app that suits your needs in Panama! 😊 If you have any more questions or need further assistance, feel free to reach out. Best of luck with managing those tax retentions! 🍀📈

  • @nirmalakarunarathna362
    @nirmalakarunarathna362 5 місяців тому

    Are those fund postings getting posted to general ledger. How does it link with the chart of accounts? I installed the trial version. The movement and SOFA reports you described in the demo are not available. Aren't those available on the trial version?

    • @prymeGlobal
      @prymeGlobal 4 місяці тому

      Thank you so much for highlighting this feature request. Connecting the Fund Ledeger to the GL is currently on our roadmap. Our development team is actively working on it, and we're excited about the potential it holds. While I can't provide an exact timeline just yet, please rest assured that it's a priority for us. Regarding the reports, could you please reach out to us at info@prymeglobal.com? Thank you.

  • @markf2439
    @markf2439 6 місяців тому

    Thanks for the demo of the functionality - really useful for me in terms of an existing project I am working on, where we are taking some custom development done in the legacy system for CIS and looking to convert this to using the App you have available on AppSource. Thanks!

    • @prymeGlobal
      @prymeGlobal 6 місяців тому

      Glad you found the demo helpful! Thank you! 🤗