15 Minute Fundamentals - Project Accounting and Project Management

Enabling Project Management in SAP Business One

• Setup and Administration (0:35)
• Financials module: Recording transactions against a Financial Project (1:35)
  • Setup
  • Creating projects and project codes
  • Examples of using project codes within the Sales – AR module
  • P/L reporting by project

Recording More Detail About Your Projects

• Project Management module: Functionality and Project Accounting (5:15)
  • External vs Internal
  • Allocating a Project to a Business Partner
  • Specifying Project Status
  • Specifying % Complete
  • Sub-Projects
  • Defining Stages, Tasks, Costs (8:00)
  • Summary tab (10:00)
  • Attachments (10:25)
  • Recording additional documents (11:25)
  • How documents work (12:50)
  • Create Activities (14:50)
  • Project Management Reports (18:00)
  • Billing Document Generation Report (19:15)