--- title: "Project Manager Role Center" slug: "iem-project-manager-role-center" description: "Access comprehensive project management tools, including sales, resource management, and insights, all within the role center's menu ribbon." updated: 2026-06-25T07:58:08Z published: 2026-06-25T09:59:17Z canonical: "docs.staedean.com/iem-project-manager-role-center" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.staedean.com/llms.txt > Use this file to discover all available pages before exploring further. # Project Manager Role Center The role center provides direct access to all project management functionality. ## Menu ribbon The menu ribbon is divided into the following sections: - **Sales**: Contacts, Customers, Sales Invoices, Sales Credit Memos. - **Projects**: Planned Projects, Quoted Projects, Open Projects. - **Resource Mgt.**: Resources, Resource Groups. - **Purchasing**: Vendors, Purchase Orders, Purchase Invoices, Purchase Credit Memos. - **Assembly**: Assembly Orders. - **Production**: Planned Production Orders, Firm Planned Production Orders, Released Production Orders, Production BOMs, Routings. - **Warehousing**: Inventory Put-Away, Warehouse Receipts, Warehouse Put-Away, Inventory Picks, Warehouse Shipments, Warehouse Picks, Transfer Orders. - **Service**: Service Items, Service Orders, Service Contracts. - **Journals**: Recurring Project Journals, Recurring Resource Journals, Recurring Item Journals. - **Posted Documents**: Posted Sales Invoices, Posted Sales Credit Memos, Posted Purchase Receipts, Posted Purchase Invoices, Posted Purchase Credit Memos, G/L Registers, Project Registers, Item Registers, Resource Registers. ### Embedded actions - **Unassigned**: shows the projects not assigned to a person responsible. - **Items**: opens the item list. ## Headline The headline is a sub-page that cycles through a greeting based on the user ID's full name and a link to the main online help page. ## Actions - **New**: Project Journal, Project G/L Journal, Resource Journal, Item Journals, Create Sales Invoices, Update Project Item Cost. - **Reports**: Project Analysis, Project Actual to Budget, Project Planning Line, Project Suggested Billing, Projects per Customer, Items per Project, Projects per Item. - **Manage**: Projects Setup, Templates, Surcharges, Work Breakdown Repositories, Project Codes, Project Financial. - **Tasks**: Project Budget Lines, Project Closing. - **History**: Navigate, Completed Projects. ## Activities The drill-down gives access to two actions: - [Create Project Wizard](/business-central/docs/bc-create-project-wizard) - **Set Up Cues**: maintain the settings for the cues below. The activities show: 1. **Projects per status**. Planned, Quoted, Open, Warning. 2. **Project replenishment**. Purchase, Assembly, Production, Transfer. ## Insights Shows panels with the following information: - **My Projects**: the projects for which the current user is the person responsible. From the **My Projects** panel, open the **Project Overview** (Ctrl+Shift+O) from the **My Projects** menu. - **Project Actual Price to Budget Price**: column chart comparing the total budgeted price to the total actual price per project. - **Project Actual Cost to Budget Cost**: column chart comparing the total budgeted cost to the total actual cost per project. - **Project Profitability**: column chart comparing the total budgeted profit to the total actual profit per project. ## Project Overview As part of the role center, a **Project Overview** page brings together the main components of a project. The purpose of the **Project Overview** page is to provide an overview of the project and make it easier to create a printed project confirmation. The report has been updated to include the comment sections and has the option to hide or display the project tasks. The **Project Overview** page opens from the **My Projects** list in the Industrial Equipment Manufacturing Project Management role center. It shows a graph with the cumulative values for the project to compare budgeted costs to forecasted costs, as well as a line representing the invoicing schedule. The **Project Overview** page is not editable. Each fast tab has an **Edit** button to open the related page from which lines can be edited. Besides the **Edit** button, a **Comments** button provides direct access to the comments linked to the selected line on the fast tab. Comments can be edited with a simple text editor included in Industrial Equipment Manufacturing as an extension. The fast tabs in the **Project Overview** show the following project components: - **Deliverables**: the result of the project intended to be delivered to a customer (either internal or external). From the **Deliverables** page, service objects can be created. - **Billable Lines**: contract or billable lines to invoice, created either with the **Initialize** function for fixed price projects or automatically through the **Time & Material** or **Delivery** invoicing methods. - **Tasks**: lists the project tasks as work packages for the project. - **Documents**: the document store for the project, linked to the project site. ### S-Curve An S-curve is a mathematical graph that illustrates the cumulative data for the project. The data represents the cumulative amounts of Forecast, Actual, and Billable during the timeline of the project. ### Document summary The **Document Summary** lists all documents related to the project. It is organized in tabs and shows the number of documents. Click on the number to open the list and view the document. ## Related - [Create Project Wizard](/bc-create-project-wizard.md) - [Industrial Equipment Manufacturing Apps](/bc-industrial-equipment-manufacturing-apps.md)