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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Projects - SL 2011 SP2
Microsoft Dynamics SL (Archived)

Projects - SL 2011 SP2

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Posted on by Community Member

My company has started giving individuals yearly budgets - What is the best way to track in SL?  Through projects? 

Training on projects - my company uses projects but in a different way then most companies.  Where can you get training on projects (full use and implementation of).

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  • Verified answer
    Butch Adams Profile Picture
    Butch Adams 4,763 on at

    The user guides are pretty well written as far as user guides go - albeit a bit dry.

    There should be some eLearning resources in your CustomerSource you can use to get the basics of the Projects module.

    Your VAR should be able to help you with some training and would know how to handle the "different way" you are using the module.

    As far as your question goes, you can either give each person a sub-account and manage their budgets outside of projects through the financial modules, or use projects and the budgeting functionality it offers.

    It's another "it depends" answer based on what exactly you are budgeting and how detailed you are trying to get.

  • Community Member Profile Picture
    Community Member on at

    Thank you for the information, this will help.

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