Welcome to Progressus Help
Progressus Advanced Project Accounting 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:
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.
Ribbon Options
Topics include options available to you on the top-ribbon menu of the Progressus Role Center.
Timesheet Entry & Approval
Topics include:
- Time Tracking
- Mobile Time Entry
- Time Entry with Overtime Tracking
- Standard and Actual Labor Costing
- Project and Task Permissions for timesheet entry and approvals
- Delegation of time entry
- Managing timesheet entry and approval
- Enter timesheet data using Time Journal and import timesheet data
Expense Sheets Entry & Approval
Enter and Approve Expense Sheets
Topics include:
- How work types affect expense sheets
- Expense payment types
- Project and Task permissions
- How to create a new expense sheet
- How to enter comments on an expense sheet
- How to add attachments to an expense sheet
- How to enter amounts including tax or VAT
- How to reopen an expense sheet
- How to setup 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
- Enter expense data using Expense Journal and import expenses
Resources
Topics include:
- Configuring Resources Setup
- How to set up a resource
- How to set up a resource group
- How to set capacity for a resource
- How to set up alternate resource costs
- How to set up alternate resource prices
Projects
How to create tasks for a project
Topics include:
- Configuring Project Setup pages
- What is the difference between a project card and the project plan
- How to create a project using Project Wizard
- How to create tasks for a project
- Create and manage project budgets
- Invoicing projects
- Sales Retention invoicing
- Recording usage against projects
- Setting up projects to record WIP Entries
- Monitoring project progress and calculating WIP
- Project Categories
- Customer Split Billing
Allocations
Project Allocations Overview and Setups
Contracts
Contracts Invoice Setup Templates
Create Contract Task Templates
Topics include:
- Creating and configuring a new Contract
- Creating a Contract Invoice Setup Template
- Creating a Contract Task Template
- Budget Approvals for Contracts
- Change Orders for Contracts
Subcontract
Topics include:
- Create Project Codes
- Designate Vendor as a subcontractor
- Create subcontractor card
- Create Subcontract Purchase Invoices
- Create Change Orders
- Approve Change Orders
- Make payments to subcontractors
- Approve Subcontract Payment Requests
- Add Retention to a subcontract
Inventory Management
Topics include:
- Location/Bin Tracking
- Lot/Serialized Inventory Processing
- Allocation of Inventory to/from a Project with Planning Lines
- |Integration with Purchasing to create Inventory Supply to a Project from Planning Lines
- Options for Sales Order/Invoices to create usage entries
- Inventory Costs
Progressus APIs
Progressus DevOps/Jira Integration
Progressus DevOps/Jira Integration
DevOps-Progressus Integration Project
Setup pages
Progressus Setup Pages
Project Setups
Items & Expenses Setups
Journal Batches Setups
Template Setups
Create Invoice Setup Templates
Contracts Invoice Setup Templates
Project Budget Journal Templates
Time/Expense Journal Templates
Budget Setups
Resource Setups
Project Resource Posting Setup
Invoice Resource Specifications Setup
Processing pages
Billing Processing
Time & Expense Processing
Email Unsubmitted Expense Sheets
Email for Project and Task Alerts
Budget Processing
WIP Processing
Monitor Project Progress and Performance with WIP
Sales Price Updates Processing
Sales Price Maintenance Journal
Update Prices from Template Journal
Transaction Maintenance Journal
Reports
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