15 Minute Fundamentals - Project Accounting and Project Management

Version 2

    Enabling Project Management in SAP Business One

    • Enabling Project Management in SAP Business One (0:35)
    • Financials module: Recording transactions against a Financial Project (1:35)
      • Setup
      • Creating projects and project codes
      • Examples of using project codes within the Sales – AR module
      • P/L reporting by project

    Recording More Detail About Your Projects

    • Project Management module: Functionality and Project Accounting (5:15)
      • External vs Internal
      • Allocating a Project to a Business Partner
      • Specifying Project Status
      • Specifying % Complete
      • Sub-Projects
      • Defining Stages, Tasks, Costs (8:00)
      • Summary tab (10:00)
      • Attachments (10:25)
      • Recording additional documents (11:25)
      • How documents work (12:50)
      • Create Activities (14:50)
      • Project Management Reports (18:00)
      • Billing Document Generation Report (19:15)