• Overview
• Outline
• Schedule

About This Course

The three-day Microsoft Dynamics GP Project Series course explores project management from an accounting perspective. This course teaches you how to create contracts, projects, and cost categories, and you receive information about how to budget. You also learn how to enter costs for projects and perform time and materials billing and progress billing. During this class, we discuss nearly every feature in the Project Series module.

This course will also teach you how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and lookup functions.

Audience Profile

Microsoft Dynamics GP Project Series training is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics GP. The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Project Series and gain foundational knowledge of the application functionality.

Prerequites

Before attending this course, students must have:

• General knowledge of Windows
• Working knowledge of Microsoft Dynamics GP
• Basic knowledge of accounting principles

At Course Completion

After completing this course, students should be able to:

• Perform all Project Series-related data entry functions, including customer invoicing and cost transactions (including timesheets and employee expenses).
• Perform maintenance on Project Series documents and maintenance records, such as customers, employees, and vendors.
• Configure contracts, projects, and cost categories.
• Set up and configure billing cycles to facilitate automated billing.
• Create and assign rate tables to manage cost and billing rates.
• Create and use contract and project templates.
• Use reports and inquiry windows in Project Series to extract whatever project-related information is applicable to your business.