You can refine 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 what resources are required or to capture what 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 Schedule, Contract, or both.
- Schedule: Provides estimated usage and costs for the job, typically in a time and materials type contract. Planning lines of this type cannot be invoiced.
- Contract: Provides estimated invoicing to the customer, typically in a fixed price contract.
- Both Schedule and Contract: Provides scheduled usage equal to what you want to invoice.
In addition, you can specify an account Type and fill in information such as quantity. As you add information, cost information is automatically filled in. For example, when you enter a new line, the cost, price, and discount for resources and items are initially based on the information that is defined on the resource and item cards.
To create a jobs planning line
In the Search box, enter Jobs, and then choose the related link.
Select a job. On the Home tab, choose Job Task Lines.
Select a job task for which the Job Task Type is Posting. On the Home tab, in the Process group, choose Job Planning Lines.
In the Job Planning Lines window, on a new line, create a planning line with information, such as Type and Quantity. Add as many lines as the task requires.
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| To see all planning lines for all jobs at the same time, on the Actions tab, in the Page group, choose Clear Filter. Then, to see the planning lines for just one job, specify the job number in the Type to Filter box on the filter pane. |
To modify a jobs planning line
In the Search box, enter Jobs, and then choose the related link.
Select a job. On the Home tab, choose Job Task Lines.
Select a job task for which the Job Task Type is Posting. On the Home tab, in the Process group, choose Job Planning Lines.
Select the value that you want to update, make your modification, and then choose the OK button.
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| A jobs planning line can be system-created if you have set up Microsoft Dynamics NAV to create a line when a job ledger entry is created. If this is the case, when you try to modify the planning line, you receive a message asking if you want to continue. Choose the Yes button to save your modifications and continue. |
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |