Use resources for projects
Record resource usage in the project to track costs, prices, and the work types linked to projects.
Note
You can also purchase external resources, for example, to invoice a vendor for work delivered. For more information, see Record Purchases.
Assign resources to projects
Assign resources to projects by creating project planning lines with type Resource. Select a Resource Group or a specific resource, specify the quantity of hours, and select a work type to assign the resource to the project task.
Record resource usage for a project
Adjust the Quantity to Post if required.
Release the planning line and use the Post action to record the usage.
Adjust resource prices
Microsoft Dynamics 365 Business Central supports various pricing strategies, ranging from one-price-fits-all models to special price agreements with specific customers, groups of customers, or special offers during a sales campaign. For example, offer a special price on a project under the following conditions:
When it is for a minimum quantity.
It is for a certain type of item.
It is created during a specific period of time.
To use a basic pricing model, specify a unit price for an item or resource. That price is always used on projects. For more advanced models (for example, when running a sales campaign with special prices) specify criteria on the Sales Prices page. You can offer special prices based on combinations of the following:
Customer
Item
Unit of Measure
Minimum Quantity
Date ranges that define when the prices are valid
After you set up special prices, Microsoft Dynamics 365 Business Central automatically calculates the best price on sales and purchase documents and on project and item journal lines.
The new pricing experience in Microsoft Dynamics 365 Business Central
You need to start this pricing experience in Feature Management (in Q2 2023 (update 22) this experience will be standard). When started, select a Default Sales Price List and a Default Purchase Price List in Projects Setup. In the purchase price list, also specify the costs for resources and resource groups when different from the cost on the Resource card.