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Small and medium business | Business Central, N...
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Best practices for tracking project hours

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We had an ask from our finance department to look in to tracking hours in an effort to tell when buckets of service hours were getting close to being used up. They can currently do this, but is a manual process that they use in Excel. We have Project Operations in CRM and Business Central online. Currently, we aren't using the quantity remaining/apply link usage/quantity used. The issue we have is the way our resources are set up as individual users, so this would be fine if only one person was working on a project but that isn't typical. Usually there will be multiple individual contributors on a project, so the hours only subtract from an individual quantity for that resource and the "total" hours aren't exactly a total hour bucket for the entire project. I was just wondering how other companies may be handling that or if someone could direct me to Business Central best practices forums that might have something related to that. Further, we enter the information for the projects and actuals in CRM/Dataverse, we have a Powerautomate flow that kicks off and syncs the data over to BC, from there that's when they push the actuals to invoicing etc. Hope that helps. Any recommendations are welcome. Thanks. 
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    YUN ZHU Profile Picture
    93,050 Super User 2025 Season 2 on at
    Best practices for tracking project hours

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