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““Thank you for the FRx training…it was the most useful training I have had in years. FRx has streamlined processes that used to take me hours each month. If you hadn’t offered the free FRx class, I would never have scheduled the individual training because I would not have known what I was missing. .I am only sorry I waited so long to get the training. And, Julie is great to work with. Thanks so much.” ”

- Deborah Shapiro, CFO
Geary's Beverly Hills

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Dynamics NAV

Project Management

Resources

Basic Resources

Keep track of resources and prices. Register and sell resources, combine related resources into one resource group, or track individual
resources. Divide resources into labor and equipment and allocate resources to a specific job in a time schedule.

Capacity Management

Plan capacity and sales, and manage usage statistics and profitability of resources. Create your plan in a calendar system with the level
of detail and for the period of time that you need. Also monitor resource usage and get a complete overview of your capacity for each
resource with information about availability and planned costs on orders and quotes.

Multiple Costs

Manage alternative costs for resources and resource groups. The costs can be fixed or based on an additional percentage or an
additional fixed charge. Define as many work types as you need.

Jobs

Jobs

Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs.
You can also:

  • Create a plan for a job with multiple tasks and task groupings. Each task can have a budget and can be done for whatever period of time you need.
  • Copy a budget from one job to another and set up a job-specific price list for charging of items, resources, and general ledger account expenses to the job’s customer.
  • View suggested Work in Progress and Recognition postings for a job.
  • Plan and invoice the job in a currency other than the local currency using Jobs together with Multiple Currencies.
  • Assign a specific job to a specific customer and invoice the job completely or partially using Jobs together with Sales Invoicing.

Jobs Suite*

The Jobs Suite is available as an a la carte granule for Business Essentials edition and contains Jobs, Capacity Management, and Multiple Costs—see descriptions above.
*Available for Business Essentials edition.

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