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    Welcome to Progressus Help

    Progressus

    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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