How to Create Projects in Business Central (2025)
Creating a project in Business Central from the project manager role center: the project card, tasks, planning lines with budget and billable data, and posting groups. It also covers copying tasks from an existing project with the create new project assisted setup guide. A walkthrough of about 3 minutes.
- Introduction to Projects in Business Central
- Creating a New Project and Assigning Details
- Creating Project Tasks
- Adding Planning Lines and Budget Information
- Project Posting Groups and Details
- Creating Projects with Task Templates
- Copying Tasks to New Projects
- Conclusion
Overview
The video shows how to set up a project in Business Central. It starts from the project list in the project manager role center, then creates a project card where the system assigns the project number and the user enters a description and customer. The user can assign a project manager, which controls visibility in that person’s role center.
It then adds project tasks, and planning lines with resources and items. Cost and price come from the resource or item. The project details pane shows cost and invoicing totals. The video also covers project posting groups and how to create a new project by copying tasks from an existing one.
Key points
- The project number is assigned automatically by Business Central when a new project is created; the user enters a description and selects a customer.
- The project manager assigned on the project controls whether it shows in that person’s role center.
- Project task numbers are typically part of a number sequence that you define; the demo uses simple numbers like 100, 200.
- Planning line type can be budget, billable, or both, depending on line cost and how the customer is billed.
- Cost and price on planning lines come from the assigned resource or item.
- Project posting groups can be chosen per project or set in the project setup window.
- The create new project assisted setup guide can copy tasks from an existing project; leaving the task selection blank copies all tasks, and the apply fast tab can copy quantities and dimensions.
Features
Every feature below: status not stated, demoed.
| Feature | At |
|---|---|
| Project list in role center | 0:00 |
| Project card creation | 0:12 |
| Project manager assignment | 0:23 |
| Project task numbering | 0:33 |
| Project task types | 0:44 |
| Project planning lines | 0:59 |
| Resource and item allocation | 1:12 |
| Project details pane | 1:25 |
| Project posting groups | 1:39 |
| Copy project tasks feature | 1:49 |
| Copy dimensions and quantities on apply tab | 2:12 |
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 8904 “Project Manager Role Center” at 0:00
- page “project card” at 0:12
- page “project planning lines” at 0:59
- page “project details pane” at 1:25
- page “project setup window” at 1:39
- page “create new project assisted setup guide” at 2:00
- page “my projects list” at 1:49
Not found in BC28-30: page “project card”, page “project planning lines”, page “project details pane”, page “project setup window”, page “create new project assisted setup guide”, page “my projects list”.
Quotes
- 0:00 “From the project manager RO center, we’ll use the navigation list to see our list of projects.”
- 0:12 “Business Central assigns the project number and we’ll enter basic information like a description.”
- 0:33 “Typically the project task number is part of a number sequence that we define.”
- 0:59 “The line type can be budget or billable or both depending on the line cost and how we bill a customer.”
- 1:12 “The cost and price amounts come from the resource or item assigned.”
- 1:39 “We should choose a project posting group. We can choose these per project or in the project setup window.”
- 1:49 “When we set up other similar projects, we can save time by copying tasks.”