Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition

Planning lines

You can define each task that you have created for a job into planning lines. A planning line can be used to capture any information that you want to track for a job. You can use planning lines to add information such as which resources are required, or to capture which items are needed to fulfill the job.

For example, you may create a task to obtain customer approval. You can associate that task with planning lines for items such as meeting with the customer and creating a services contract.

For each planning line, you must define a line type, which can be Budget, Billable, or Both Budget and Billable. This is explained as follows:

• Budget (schedule): This line type provides the estimated usage and costs of the job, typically ...