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Hi Experts,
Im working in an accouting office, where we are using Business Central, specifically Project management module, in order to follow the time we spend on a customer accouting process.
Each customer is having hiw own "accounting projet" where we can plan time to spend for each task regarding the contract amount.
To increase granularity of the job taks time, we do not only use the hours spent, we need also to check the percentage completion of each task. It is a physical Percent, exactly the same as in Project Server. If I have 20 bill to account for my customer, and completed 10, then I'm having 50% task completion.
Do you have any idea on how to implement such a behavior ?
Kind regards for any idea :)
Hicham
If you can share the details it will help a lot. Thanks for sharing.
I bet I've found a new way to follow the task progress and management, without introducing any new fields, but it's more complicated to expose it. Is anyone interested?
Hi Ben thank you for your reply.
Due to the urgency, we found a workaround that sounds nice and seems to be working fine.
We simply created a custom ledger account to store the %Progress.
So foreach job taks line of type ressource, we attach a ledger account line having 100 as quantity and we can validate it into job journal.
I created also a calculated field in Job page that lookup for this lines and give the average.
Note that we currently have only Job Planning line::Usage.
for the moment the workaround is very promising and we are able to follow the physical progress of job and check for the job health.
When I will have time, I will go through the app you shown me in order to improve my requirement.
Thank you one more time.
HIcham
The base Jobs module will track some of what you're asking (Task Budget Cost and Task Actual Cost), but doesn't do the calculation of % complete per Task. Since it isn't doing a % complete, it also doesn't have a projection as to what the Expected Cost to complete would be for the Task and overall Job.
You should look into extensions to the Jobs module. We've utilized "Job Manager" from Cost Control Software the most. What you are describing above is part of their offering, and you'll get a far improved Statistics for a Job. I would encourage you reach out to their team or your partner for a demo of the solution.
Hi Hicham OE
Thanks for taking time and provide extra info. I clearly can see that I misunderstood you all together.
I cannot think of any out of box solution for this. You may need a little better PM solution.
I looked into all available app and did not see any app that match your exact need. But I link them below just in case you have time to review them.
The closest one is this app but it is not available in many countries https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.arbentiaconsultingsl%7CAID.arbentiaconsulting%7CPAPPID.7d980206-ba23-464e-9623-0d5e8541986a?tab=Overview
This one has some functions but again not close to what you need (based on my understanding)
HI MahGah, thank you for your reply, and sorry for all the time spent to reply to you.
In fact, i'm not sure that you could get my point.
I'm talking about a physical progress of a task, this means that, for example, If I have 100 meters of cable to install and only installed 50 meters, this means that I'm having 50% of progress. independently of the time spend to do this work.
this 50% are the real value of my work from which I can calculate my earned value and get deeper and exact financial state.
The %Completion of task based on time spend versus time planned is not representative of the work done.
I think that without this really important "Physical Percent Progress", it would be impossible to get the real financial state of a project, but also impossible to forecast the remaining work, in order to invoice customer in case of more work needed, before the end of the project.
If with a customer I'm planning 100 hours of work, and spend 50 % of work in 50 hours then all is ok.
But in case of I did 50% of a work in 70 hours, this almost means that I will need 70 hours more to complete that job.
Analysis : I have to do some training :) to be best in my work, or, there is more work than expected, and I have to invoice customer for that. If he doesn't want to pay more, then I have to stop now before loosing time and money.
Another advantage of this is to help for a strong forecast, improve the invoicing system, detect in advance any defect from employee, and show to customer that we are focusing on the job and we want to make sure to deliver the project in best conditions.
It is always a bad thing to invoice customer after completing a job and telling him that we worked more than expected. there is a high risk to loose him.
conclusion :
I need to implement such behavior, in financial aspect.
In another thread, you get exactly my point and you provided me the DYCE Job Billing app, that is nearly what I need in order to connect Job and sales order, and im still study it.
I would like to improve that by adding this "Physical percent" exactly as shown here :
support.microsoft.com/.../physical-percent-complete-task-field-4866cb37-f404-42e2-9241-6b144330c806
other expalantion for the EVM (PMBOK)
Hope I've been clear enough, and thank you to you and and for all for any good idea.
Hi
This is just my assumption here since I never used Project Modules. But I think you may need 2 new fields in your project section. One to enter your estimate of total project hour. Then one to calculate % based on hours you spent on this project.
or you can look into 3rd part add on
appsource.microsoft.com/.../apps
For custom fields you can look into following or use developer.
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