Welcome to Progressus Help
Advanced Projects by Progressus is an extension of Dynamics 365 Business Central for project and services based businesses, available on Microsoft AppSource. An all-in-one solution, meaning you combine extensive functionality for project and resource management (PSA) with financial management (ERP). You bring people, processes, and data together, end-to-end, resulting in full control over your projects, project accounting and your overall business.
Progressus Setups
For help with installing the Progressus Extension, Users, User Setups or Permission Sets, see:
Progressus Setups
Modern Action Bar
Important
Modern Action Bar: Progressus Advanced Projects does not support the new feature Modern Action Bar in Business Central 21.0 Wave 2. This feature is enabled by default for new installs. Upgrades/Existing installs will not have this feature enabled. Progressus Advanced Projects menus will be affected if this feature is enabled. It can be disabled in Feature Management > Feature | Feature Update: Modern Action Bar by choosing 'None' in the "Enabled for" column. Modern Action Bar menu changes will be addressed in Progressus Advanced Projects in an upcoming release.
If the Modern Action Bar remains enabled, the following are known areas to be impacted:
| Page | Modern Action Bar disabled | Modern Action Bar enabled | Alternate Navigation |
|---|---|---|---|
| Project Dashboard | Menu Choice: Project | Menu Choice: Home | Submenu has same options |
| Project Resource Planner | Menu Choice: Process | Menu Choice: Home | Submenu has same options |
| Invoice Suggestions | Menu Choice: Process | Menu Choice: Home | Submenu has same options |
| Project Task Lines | Menu Choice: Process | Menu Choice: Home | Submenu has same options |
| Planning Lines | Menu Choice: Process | Menu Choice: Home | Submenu has same options |
| Create Time Periods | Resource List or Resource Card > Process > Create Time Sheets | Not available | Search: Create Time Sheets |
| Update Capacity | Resource List or Resource Card > Process > Update Capacity | Not available | Role Center > Actions > Processing > Time & Expense > Update Capacity or use Search |
| Move Capacity | Resource Card > Process > Move Capacity | Not available | Role Center > Actions > Processing > Time & Expense > Move Capacity or use Search |
| Timesheet Entry | Resource List or Resource Card > Actions > Time > Timesheet Entry > Process | Menu Choice: Home | Submenu has same options |
Ribbon Options
Topics include options available to you on the top-ribbon menu of the Progressus Role Center.
Progressus Ribbon options
Timesheet Entry & Approval
Create Timesheet Periods
Enter Timesheets
How to enter overtime in Regular or Modern Timesheets
Time Journal
Items & Expenses Setups
Resource Setups
Project and Task Permissions for Timesheets
Setting up Alternates for Timesheet Delegation
Expense Sheets Entry & Approval
How to create a new expense sheet using Expense Sheet Entry
Enter and Approve Expense Sheets
- Expense Journal
- Items & Expenses Setup
Setting up Work Types
Project Expense Types
How to enter an expense sheet for another user
How to enter invoice comments on an Expense Sheet
How to enter attachments to an Expense Sheet
How to reopen an Expense Sheet
How to set up a resource as a vendor so they can be reimbursed for expenses
How to approve or reject an expense sheet
How to set up email notifications of approved or rejected expense sheets
How to add credit card fees to an expense sheet
How to post an expense sheet
Entering expenses into the Expense Journal
Resources
Resource planning
Configure Resource Setup
Set Up a Resource
Resource Groups and Sub Groups
How to set capacity for a resource
How to set up resource costs
How to set up resource prices
Projects
Project Management
Configuring Project Setup pages
How to create projects
Training Video - Create Projects and Tasks
Difference between a project card and the project plan
How to create tasks for a project
Manage Project Budgets
Invoicing Projects
Sales Retention Invoicing
Record Usage for Projects
Order/Invoice - Create Usage
Understanding WIP Methods
Key WIP Terminology
Monitor Project Progress and Performance with WIP
Customer Split Billing
Allocations
Project Allocations Overview and Setups
Contracts
Contracts Management
Creating and Configuring New Contracts
Contract Card
Creating a Contract Invoice Setup Template
Creating a Contract Task Template
Contracts - Change Order List
Contracts - Budget Approvals
Subcontracts
Subcontractor Management
Setting up Project Codes
Designate a vendor as a subcontractor
Create and configure Subcontract Card
Create Subcontract Purchase Invoices
Create Change Orders
Approve Change Orders
Make payments to Subcontractors
Approve Subcontract Payment Requests
Setting up Subcontract Retention
Inventory Management
Inventory Management
Location/Bin Tracking
Item Lot/Serial Number Tracking
Project Budget Reservations
Sales Order/Sales Invoice - Create Usage
Inventory Costs
Progressus APIs
APIs Available in Progressus
Progressus DevOps/Jira Integration
Progressus DevOps/Jira Integration
DevOps-Progressus Integration Project
Setup pages
Setting Up Advanced Projects by Progressus
Project Setups
Project Setup
Project Posting Groups
Work Types
Cost Types
Project Codes
Billing Cycles
Tax Posting Setup
Project Categories
Project Attributes
Items & Expenses Setups
Items & Expenses Setup
Item Prices Setup
Project Expenses
Expense Prices
Project Expense Posting Setup
Expense Payment Types
Credit Card Setup
Time Entry in Outlook
Outlook add-in for Progressus
Journal Batches Setups
Project Journal Batches Setup
Budget Journal
Forecast Journal
Time Journals
Expense Journals
Template Setups
Project Task Templates
Create Invoice Setup Templates
Contracts Task Templates
Contracts Invoice Setup Templates
Sales Price Templates
Journal Templates
Project Budget Journal Templates
Time/Expense Journal Templates
Forecast Journal Templates
Project Template
Sales Price Update Templates
Resource Journal Templates
Budget Setups
Budget Versions
G/L Budget Integration Setup
Pipeline
Resource Setups
Configure Resources Setup
Set Up Resources
Norm Time Setup
Norm Time Exceptions
Norm Working Hours
Timesheet Configuration List
Qualifications Types
Project Resource Posting Setup
Invoice Specifications Setup
Processing pages
Billing Processing
Suggested Billing
Create Project Invoices
Invoice Suggestion List
Hour Bank Post G/L
Percent Complete Billing
Scheduled Billings
Milestone Processing
Time & Expense Processing
Create Timesheet Periods
Update Capacity
Move Capacity
Email Unsubmitted Timesheets
Email Unsubmitted Expense Sheets
Email for Project and Task Alerts
Budget Processing
Update GL Budget
WIP Processing
Understanding WIP Methods in Advanced Projects
Monitor Project Progress and Performance with WIP in Advanced Projects
Sales Price Updates Processing
Sales Price Maintenance Journal
Update Prices from Template Journal
Transaction Maintenance Journal
Reports
Resource Reports
Project Reports
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