In Project Control Suite, you use the full project management functionality as available in Microsoft Dynamics 365 for Finance and Operations.
Project Control Suite offers several additional functions to manage and control your projects. 

You can use these functions for your projects:
  • Project logistics
  • Project inventory
  • Progress billing
For more information on working with projects, refer to Project management and accounting overview.

Project manager Project manager Start Start Manage project logistics

Manage project logistics

Use project logistics to view the relation between a project and the orders that are directly or indirectly created for the project.
In an advanced discrete manufacturing environment, the supply chain planning is very important.

Product demand

Product demand can come from all levels of projects. 

The product demand must be covered in time to have it in place.

Project logistics enables master planning by project and provides material availability overview by project.

Transactions

You can use different types of transactions to cover the product demand.

You get an overview of the transactions for a selected project and a good insight into the progress of the supply chain planning of that project.

Project logistics

Project logistics gives you an overview of the selected project. All its sub-projects, activities, and related product demand lines, including BOM lines, are shown.

It also shows how these product demand lines are covered. The coverage can be a hard allocation, but it can also come from master planning (anonymous orders).

This information is shown in the Project logistics hierarchy:

  • Item requirements (shown as sales orders)
  • Sales orders
  • Production orders
  • Purchase orders
  • Planned production orders
  • Planned purchase orders
  • Planned transfers
  • Transfers
  • Purchase requisition
  • On hand inventory reservations

Note:
Ensure that:

  • Your project has item requirements.
  • You have a well-defined master plan and that is run before you use project logistics.

Use project inventory

Use project inventory

You can use project inventory tracking to make sure that project-specific inventory is only used by the project to which it is assigned.

Project inventory ensures a direct relation between demand lines and coverage unlike regular master planning which is done anonymous.

To track project inventory, you use project inventory numbers on projects and tracking dimension groups on products:

  • Tracking dimension group: Assign a tracking dimension group, with the project dimension active, to the products for which you want to track project inventory.
  • Project inventory number: If you want to track project inventory for a project, you must assign a project inventory number to the project.

As a result, you can track project inventory for the products with a tracking dimension group for which the Project inventory number dimension is active.

If there is demand for a project, for example an item requirement, with a project inventory number defined, this demand can be fulfilled with on hand inventory:

  • With the same project inventory number defined.
  • Without a project inventory number defined.

BOMs

If you have project demand for a BOM product, and project inventory is tracked, the project inventory number is applied to all levels of the BOM.

However, if for a product on a BOM line no project inventory tracking is active, the project inventory number is not applied to this product, and also not to BOM levels beneath this product.

Master planning:

If you run the master plan for demand for the same product but with different project inventory numbers defined, a separate planned order is created for each project inventory number.

If you have project-specific demand, for example an item requirement with a project inventory number defined, and:

  • Anonymous inventory on hand is available, master planning takes this inventory to cover the project-specific demand.
  • An anonymous production order or purchase order is available, master planning does not consider these orders to cover the project-specific demand. Instead, master planning creates project-specific planned orders to cover the project-specific demand.

Split pegging:

If you have, for a project, several project-specific item requirement lines with the same item, one planned order is created for these requirements.

Use progress billing

Use progress billing

You can use progress billing as an alternative way to invoice a project. In progress billing, you invoice the amount of work completed so far.

Progress bill helps to temporarily claim the revenue internally before the customer has approved the progress bill. 

As a result, a fee journal is posted, which can be reversed when required for a financial impact.

Note:

  • To apply progress billing to a (sub)project, on the related project quotation WBS, the Use progress billing check box must be selected for the related WBS project line.
  • Progress billing requires a scheduled unit, a forecast quantity, and a bid rate for each activity. 
  • The sum of the progress amounts of all lines is the total progress amount to be invoiced.
  • Only one open/active progress bill can exist per root project.

End End

Activities

Name Responsible Description

Manage project logistics

Project manager

Use project logistics to view the relation between a project and the orders that are directly or indirectly created for the project.
In an advanced discrete manufacturing environment, the supply chain planning is very important.

Product demand

Product demand can come from all levels of projects. 

The product demand must be covered in time to have it in place.

Project logistics enables master planning by project and provides material availability overview by project.

Transactions

You can use different types of transactions to cover the product demand.

You get an overview of the transactions for a selected project and a good insight into the progress of the supply chain planning of that project.

Project logistics

Project logistics gives you an overview of the selected project. All its sub-projects, activities, and related product demand lines, including BOM lines, are shown.

It also shows how these product demand lines are covered. The coverage can be a hard allocation, but it can also come from master planning (anonymous orders).

This information is shown in the Project logistics hierarchy:

  • Item requirements (shown as sales orders)
  • Sales orders
  • Production orders
  • Purchase orders
  • Planned production orders
  • Planned purchase orders
  • Planned transfers
  • Transfers
  • Purchase requisition
  • On hand inventory reservations

Note:
Ensure that:

  • Your project has item requirements.
  • You have a well-defined master plan and that is run before you use project logistics.

Use project inventory

Project manager

You can use project inventory tracking to make sure that project-specific inventory is only used by the project to which it is assigned.

Project inventory ensures a direct relation between demand lines and coverage unlike regular master planning which is done anonymous.

To track project inventory, you use project inventory numbers on projects and tracking dimension groups on products:

  • Tracking dimension group: Assign a tracking dimension group, with the project dimension active, to the products for which you want to track project inventory.
  • Project inventory number: If you want to track project inventory for a project, you must assign a project inventory number to the project.

As a result, you can track project inventory for the products with a tracking dimension group for which the Project inventory number dimension is active.

If there is demand for a project, for example an item requirement, with a project inventory number defined, this demand can be fulfilled with on hand inventory:

  • With the same project inventory number defined.
  • Without a project inventory number defined.

BOMs

If you have project demand for a BOM product, and project inventory is tracked, the project inventory number is applied to all levels of the BOM.

However, if for a product on a BOM line no project inventory tracking is active, the project inventory number is not applied to this product, and also not to BOM levels beneath this product.

Master planning:

If you run the master plan for demand for the same product but with different project inventory numbers defined, a separate planned order is created for each project inventory number.

If you have project-specific demand, for example an item requirement with a project inventory number defined, and:

  • Anonymous inventory on hand is available, master planning takes this inventory to cover the project-specific demand.
  • An anonymous production order or purchase order is available, master planning does not consider these orders to cover the project-specific demand. Instead, master planning creates project-specific planned orders to cover the project-specific demand.

Split pegging:

If you have, for a project, several project-specific item requirement lines with the same item, one planned order is created for these requirements.

Use progress billing

Project manager

You can use progress billing as an alternative way to invoice a project. In progress billing, you invoice the amount of work completed so far.

Progress bill helps to temporarily claim the revenue internally before the customer has approved the progress bill. 

As a result, a fee journal is posted, which can be reversed when required for a financial impact.

Note:

  • To apply progress billing to a (sub)project, on the related project quotation WBS, the Use progress billing check box must be selected for the related WBS project line.
  • Progress billing requires a scheduled unit, a forecast quantity, and a bid rate for each activity. 
  • The sum of the progress amounts of all lines is the total progress amount to be invoiced.
  • Only one open/active progress bill can exist per root project.

Activities

Name Responsible Description

Manage project logistics

Project manager

Use project logistics to view the relation between a project and the orders that are directly or indirectly created for the project.
In an advanced discrete manufacturing environment, the supply chain planning is very important.

Product demand

Product demand can come from all levels of projects. 

The product demand must be covered in time to have it in place.

Project logistics enables master planning by project and provides material availability overview by project.

Transactions

You can use different types of transactions to cover the product demand.

You get an overview of the transactions for a selected project and a good insight into the progress of the supply chain planning of that project.

Project logistics

Project logistics gives you an overview of the selected project. All its sub-projects, activities, and related product demand lines, including BOM lines, are shown.

It also shows how these product demand lines are covered. The coverage can be a hard allocation, but it can also come from master planning (anonymous orders).

This information is shown in the Project logistics hierarchy:

  • Item requirements (shown as sales orders)
  • Sales orders
  • Production orders
  • Purchase orders
  • Planned production orders
  • Planned purchase orders
  • Planned transfers
  • Transfers
  • Purchase requisition
  • On hand inventory reservations

Note:
Ensure that:

  • Your project has item requirements.
  • You have a well-defined master plan and that is run before you use project logistics.

Use project inventory

Project manager

You can use project inventory tracking to make sure that project-specific inventory is only used by the project to which it is assigned.

Project inventory ensures a direct relation between demand lines and coverage unlike regular master planning which is done anonymous.

To track project inventory, you use project inventory numbers on projects and tracking dimension groups on products:

  • Tracking dimension group: Assign a tracking dimension group, with the project dimension active, to the products for which you want to track project inventory.
  • Project inventory number: If you want to track project inventory for a project, you must assign a project inventory number to the project.

As a result, you can track project inventory for the products with a tracking dimension group for which the Project inventory number dimension is active.

If there is demand for a project, for example an item requirement, with a project inventory number defined, this demand can be fulfilled with on hand inventory:

  • With the same project inventory number defined.
  • Without a project inventory number defined.

BOMs

If you have project demand for a BOM product, and project inventory is tracked, the project inventory number is applied to all levels of the BOM.

However, if for a product on a BOM line no project inventory tracking is active, the project inventory number is not applied to this product, and also not to BOM levels beneath this product.

Master planning:

If you run the master plan for demand for the same product but with different project inventory numbers defined, a separate planned order is created for each project inventory number.

If you have project-specific demand, for example an item requirement with a project inventory number defined, and:

  • Anonymous inventory on hand is available, master planning takes this inventory to cover the project-specific demand.
  • An anonymous production order or purchase order is available, master planning does not consider these orders to cover the project-specific demand. Instead, master planning creates project-specific planned orders to cover the project-specific demand.

Split pegging:

If you have, for a project, several project-specific item requirement lines with the same item, one planned order is created for these requirements.

Use progress billing

Project manager

You can use progress billing as an alternative way to invoice a project. In progress billing, you invoice the amount of work completed so far.

Progress bill helps to temporarily claim the revenue internally before the customer has approved the progress bill. 

As a result, a fee journal is posted, which can be reversed when required for a financial impact.

Note:

  • To apply progress billing to a (sub)project, on the related project quotation WBS, the Use progress billing check box must be selected for the related WBS project line.
  • Progress billing requires a scheduled unit, a forecast quantity, and a bid rate for each activity. 
  • The sum of the progress amounts of all lines is the total progress amount to be invoiced.
  • Only one open/active progress bill can exist per root project.
Related to Notes

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