Getting Started with Business Central Projects

Session Overview:
Projects in Business Central gives users a lot of capabilities for tracking internal and external Projects and is included as part of all Business Central environments.
During this presentation, I will talk about the structure of how Projects are setup in Business Central and how the Projects area can be used in order to monitor your performance on internal and external Projects.
Learning Objectives:
- How to setup Projects, Project Tasks, and Project Planning Lines in Business Central
- How to record costs to Projects in Business Central (from Purchase Orders, Purchase Invoices, the Project Journal, and the Project G/L Journal)
- How to invoice customers from Projects
Speaker: Connor McNamara
Recorded at: Community Summit NA 2025
Type: Breakout Session
Ability Level: 101 – New To
Primary Product: Business Central/NAV
Tracks: Finance, Operations, Project Accounting
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.