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[Lynette Chronister]

Happy Monday all!
I have a business requirement to track tasks and their completion using standard NAV or with little modification. Has anyone used Jobs or Workflow or other to solution a requirement like this?
General setup: Task with a resource assigned to a work order, the work order assigned to a project, the project/work order would be assigned to a Customer set up on the system. Reporting on status of tasks and their completion is needed.
Before creating something custom, I felt the need to see if others had solutioned this same requirement using NAV or an add-on.
Any suggestions appreciated.
Thanks, Nettie

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Lynette Chronister
iCepts Technologies
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[Amanda Mayer]

What version of NAV are you on?

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Amanda Mayer
New View Strategies
Milwaukee WI
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[Lynette Chronister]

?NAV 2017

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Lynette Chronister

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[Andy Brandt]

Lynette,

We use Jobs in tandem with MS Project.  We have a default Job template which we copy to create new jobs (including related task lines), then adjust as needed.  Once that is lined up, we export to CSV, then import into Project…using the Jobs module to track costs and usage, capacity, and resources.  Then we use Project for the overall timeline management and communication.

It’s not seamless (i.e. no direct integration), but it works very well for general projects.  And the engineers like the arrangement…which is a bonus!  We just upgraded to NAV 2016, so are still getting used to it, but really like the Jobs module overall for managing internal projects (innovation, capital, etc.).

Good luck!

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Andy Brandt
Lundberg Family Farms
Richvale CA
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[Lynette Chronister]

?Thanks so much!  Very interesting use, I would never have thought about importing into MS Project!

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Lynette Chronister
iCepts Technology Group, Inc.
Middletown PA
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[Jenn Claridge]

??Hi Lynette

You can also use the Planning Dates on the Planning Lines to manage the dates of when the resources should complete their activities. Determining how complete they are depends on how detailed you want to get. I like the import to MS approach if you need to track % complete at a granular level.

There is also an overdue flag on the planning line which is activated when the planning date has passed which can be a helpful indicator. However because it could be overdue but complete I would want to do a small mod. It would be very simple to add a new field to the planning line or task which is an option list and you could track completion that way more high level (Started, In Progress, Finished). Of course, you could add as many options as you’d like and call them whatever you like. I am not at all a programmer and I could do this, that is how simple it is 🙂

If you want to track percent complete and able to select from 0 -100 I think Andy’s suggestion is great.

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Jenn Morton
Manufacturing Consultant
Sabre Limited
Cambridge
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