Do you want to set up your jobs more efficiently with the use of templates?

Project Templates for Microsoft Dynamics 365 Business Central streamlines project setup and control. It offers an efficient way to quickly set up the Project Tasks, Project Planning Lines and Invoices with predefined templates. Using these templates saves from having to perform repeated manual tasks during the setup of your projects. This will streamline creation your projects within your company, prevents errors due to manual entry, and lets your employee focus on more important business tasks. It also comes with centralized projects overviews, flexible resource allocation, and several small finance improvements.

Project Templates operates within Microsoft Dynamics 365 Business Central to streamline project management. With Project Templates you can set up and use Project Templates with predefined Project Tasks and Project Planning Lines. With Project Invoice Templates you can set up and use predefined invoice schedules to enter and manage the billable Project Plannings Lines for fixed progress invoices. Project Templates also offers an extension on the Project page, providing an clear overview of the related Project Plannning Lines directly, the additional Job Posting Accounts and General Items and Resources.

See a list of the full features below.

Feature and benefits

Project Templates & Projects Task Templates to easily create similar Projects
Project Invoice Schedules to easily create billable G/L account project planning lines and to make sure the entire contract amount is invoiced.
ProjcesType code added to group Projects by Project types
Showing the Job Planning Lines directly on the Project page
Moving planning lines within the Project
General resources and items to budget hours and materials with ease
Project Financial enhancements

Do you want to work more productively? Just click on the "FREE TRIAL" button and try the App Project Templates for free. Or visit our product website.

This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.

Supported Languages

Dutch and English

Supported Countries

This app is available to all countries supported by Microsoft Dynamics 365 Business Central.

Project Templates

by Apportunix