What's New: Project Management (2024 release wave 1)

Overview

The video, published 2024-04-04 and 24 minutes long, walks through project management updates in the 2024 release wave 1. It starts with the Jobs-to-Projects rename and list page changes, then covers project task lines: location code initialization, copying of budget document number and posting date, and BOM explosion.

It then demos archiving projects and assembly-to-order in projects, including quantity to assemble, the item’s assembly policy, and inventory versus pick handling. The second half covers billing: the multiple customer setting, price recalculation when the billing customer changes, the Project Task Card, currency handling, and the Get Project Planning Lines function for invoicing lines from several projects. Service area, Field Service integration and timesheet improvements are only listed in the closing summary.

Key points

• The term Jobs is now Projects in the UI. Searching for Job still leads to the Project functionality, and some localizations already used the Project term.
• A project details box is visible by default on the project list and can be personalized. Power BI reports can also be shown in the list if available.
• New project task lines take the location code from the project, and copy the budget document number and posting date from the previous line. BOM explosion replaces assembly items with components.
• Archive Projects creates archived versions of a project that can be restored. Restore limitations are documented in the release notes.
• Assembly-to-order in projects uses a quantity to assemble field and follows the item’s assembly policy. With picks, quantity options are limited compared with inventory handling.
• The Multiple Customer setting bills per project task and can be defaulted in Project setup. It cannot be switched back to one customer, and there is no synchronization from header to lines.
• Changing the billing customer on a line recalculates the price. The Project Task Card shows billing customer, payment terms, payment method and currency, and Get Project Planning Lines pulls lines from several projects into one invoice.

Features

Every feature below: status not stated, demoed.

AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

• page “Project Manager rolet Center” at 1:23
• page “Project list” at 2:31
• page “Project Card” at 3:06
• page “Project setup” at 14:48
• page “Project Task Card” at 17:27
• other “Get Project planning Lines” at 20:36

Not found in BC28-30: page “Project Manager rolet Center”, page “Project list”, page “Project Card”, page “Project setup”, page “Project Task Card”.

Quotes

• 0:52 “We are changing name From Jobs to Projects and for some localizations It’s a noticeable change others Will not notice it”
• 2:03 “Keep some backward capabilities at least in the Search terms Let’s Go Here and search for Job”
• 4:38 “We replaced The assembly item with Its components and the quantity is calculated correctly based on quantity specified in the Original item”
• 5:11 “new function Archive Projects which can Create Archive version for I will cck and Here can number have archived versions”
• 6:25 “assembly Pro of used in the engineer to Order scenar When You Need to Build huge and is like Very Very Custom”
• 7:14 “Because This specific item is configured to use assembly policy AS assemble to Order quantity to assemble gets populated immediately”
• 10:28 “for inventory I can also do different quantity and quantity to assemble But not forare PE for peak”
• 14:32 “to do it more granular so for example we want to do it per per task and in this case we have”
• 14:32 “we have a new setting multiple customer which you can also default in the Project setup”
• 15:32 “I cannot Switch back for multiple to one customer and there is also no synchronization From the header to Lines”
• 16:12 “Prices Get updated so Now Price is actually 222 Because Now we have a different billing customer”
• 17:07 “card which is Now attached to the each Pro TAS can butt View and edil cck and it op The Project Task Card”
• 21:29 “This combination to bu To and empty currency is More popular and used in More Demo Projects”
• 21:29 “We Can also Select All and Add All of Projects Into The Single invoice”
• 21:59 “you can use other functionality familiar by sales Area such As Select Items explode Bomb archiving orders”

Disclaimers in the video

• 6:06 other: limitations of What We Can and cannot Restore in the documentation and the Release Notes
• 10:48 other: I can Here beware limitation If can always

Presenters (as heard): Andre.