📄️ Project People
The Projects page is the homepage of the Planning section. It provides an overview of the existing projects and their chronological order.
📄️ Project Details
The third tab in the project card contains the project's DETAILS. This is where the masterdata for a project is recorded and the connection to a project in Business Central is established.
📄️ Project Planning
The first tab (PLAN) in the project card contains the project plan. It provides a flexible representation of the project tasks (work breakdown structure), the resulting Gantt chart and the project resources.
📄️ Work Order
A work order is a central document that supports the execution and billing of a specific project, task, or service. It serves as a focal point for the communication, planning, execution, and tracking of work packages of all kinds – from internal maintenance tasks to tasks in complex, billable customer projects.