Enabling Project Management in SAP Business One

  • Setup and Administration (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)

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