| Field |
Project No. |
Specifies the number of the related project. |
| Field |
Project Task No. |
Specifies the number of the project task to which the planning line is linked. |
| Field |
Line Type |
Specifies the type of planning line. |
| Field |
Usage Link |
Specifies whether the Usage Link field applies to the project planning line. When this check box is selected, usage entries are linked to the project planning line. Selecting this check box creates a link to the project planning line from places where usage has been posted, such as the project journal or a purchase line. You can select this check box only if the line type of the project planning line is Budget or Both Budget and Billable. |
| Field |
Planning Date |
Specifies the date of the planning line. You can use the planning date to filter the total sums of the project, for example, if you want to see the scheduled usage for a specific month of the year. |
| Field |
Planned Delivery Date |
Specifies the date that is planned to deliver the item connected to the project planning line. For a resource, the planned delivery date is the date that the resource performs services with respect to the project. |
| Field |
Currency Date |
Specifies the date that will be used to find the exchange rate for the currency in the Currency Date field. |
| Field |
Document No. |
Specifies a document number for the planning line. |
| Field |
Line No. |
Specifies the planning line's entry number. |
| Field |
Type |
Specifies the type of account to which the planning line relates. |
| Field |
No. |
Specifies the number of the account to which the resource, item or general ledger account is posted, depending on your selection in the Type field. |
| Field |
Description |
Specifies the name of the resource, item, or G/L account to which this entry applies. You can change the description. A maximum of 50 characters, both numbers and letters, are allowed. |
| Field |
Gen. Bus. Posting Group |
Specifies the general business posting group that will be used when you post the entry on the journal line. |
| Field |
Gen. Prod. Posting Group |
Specifies the general product posting group that will be used when you post the entry on the journal line. |
| Field |
Variant Code |
Specifies an item variant code if the Type field is Item. |
| Field |
Location Code |
Specifies a location code for an item. |
| Field |
Work Type Code |
Specifies which work type the resource applies to. Prices are updated based on this entry. |
| Field |
Extra Code 1 |
Specifies the extra code 1. |
| Field |
Extra Code 2 |
Specifies the extra code 2. |
| Field |
Extra Code 3 |
Specifies the extra code 3. |
| Field |
Extra Code 4 |
Specifies the extra code 4. |
| Field |
Unit of Measure Code |
Specifies a unit of measure code, which is used in determining the unit price. This code specifies how the quantity is measured. The code is retrieved from the corresponding item or resource card. |
| Field |
Reserve |
Specifies whether or not a reservation can be made for items on the current line. The field is not applicable if the Type field is set to Resource, Cost, or G/L Account. |
| Field |
Quantity |
Specifies the number of units of the resource, item, or general ledger account that should be specified on the planning line. If you later change the No., the quantity you have entered remains on the line. |
| Field |
Reserved Quantity |
Specifies the quantity of the item that is reserved for the project planning line. |
| Field |
Quantity (Base) |
This field is automatically updated. The quantity in the field is the Quantity expressed in base units of measure. |
| Field |
Remaining Qty. |
Specifies the remaining quantity of the resource, item, or G/L Account that remains to complete a project. The quantity is calculated as the difference between Quantity and Qty. Posted. |
| Field |
Direct Unit Cost (LCY) |
Specifies the direct unit cost, in the local currency, of one unit of the selected Type and No. |
| Field |
Unit Cost |
Specifies the unit cost for the selected Type and No. on the planning line. The unit cost is in the project currency, which comes from the Currency Code field on the Project Card. |
| Field |
Unit Cost (LCY) |
Specifies the unit cost for the selected Type and No. on the planning line. The unit cost is in the local currency. |
| Field |
Total Cost |
Specifies the total cost for the planning line. The total cost is in the project currency, which comes from the Currency Code field in the Project Card. |
| Field |
Remaining Total Cost |
Specifies the remaining total cost for the planning line. The total cost is in the project currency, which comes from the Currency Code field in the Project Card. |
| Field |
Total Cost (LCY) |
Specifies the total cost for the planning line. The amount is in the local currency. |
| Field |
Remaining Total Cost (LCY) |
Specifies the remaining total cost (LCY) for the planning line. The amount is in the local currency. |
| Field |
Unit Price |
Specifies the unit price, in the project currency, of the selected Type and No.. |
| Field |
Unit Price (LCY) |
Specifies the unit price of the selected Type and No. |
| Field |
Line Amount |
Specifies the net amount (before subtracting the invoice discount amount) that must be paid for the items on the line. |
| Field |
Remaining Line Amount |
Specifies the net amount of the planning line, in the project currency, which comes from the Currency Code field in the Project Card. |
| Field |
Line Amount (LCY) |
Specifies the net amount in (LCY) (before subtracting the invoice discount amount) that must be paid for the items on the line. |
| Field |
Remaining Line Amount (LCY) |
Specifies the net amount of the planning line in the local currency. |
| Field |
Line Discount Amount |
Specifies the amount of the discount that applies to the planning line. |
| Field |
Line Discount % |
Specifies the line discount percentage. |
| Field |
Total Price |
Specifies the total price in the project currency on the planning line. |
| Field |
Total Price (LCY) |
Specifies the total price on the planning line. The total price is in the local currency. |
| Field |
Qty. Posted |
Specifies the quantity that has been posted to the project ledger, if the Usage Link check box has been selected. |
| Field |
Qty. to Transfer to Journal |
Specifies the quantity you want to transfer to the project journal. Its default value is calculated as quantity minus the quantity that has already been posted, if the Apply Usage Link check box has been selected. |
| Field |
Posted Total Cost |
Specifies the total cost that has been posted to the project ledger, if the Usage Link check box has been selected. |
| Field |
Posted Total Cost (LCY) |
Specifies the total cost (LCY) that has been posted to the project ledger, if the Usage Link check box has been selected. |
| Field |
Posted Line Amount |
Specifies the total posted line that has been posted to the project ledger, if the Apply Usage Link check box has been selected. |
| Field |
Posted Line Amount (LCY) |
Specifies the total posted line (LCY) that has been posted to the project ledger, if the Usage Link check box has been selected. |
| Field |
Qty. Transferred to Invoice |
Specifies the quantity that has been transferred to a sales invoice or credit memo. |
| Field |
Qty. to Transfer to Invoice |
Specifies the quantity you want to transfer to the sales invoice or credit memo. The value in this field is calculated as Quantity - Qty. Transferred to Invoice. |
| Field |
Qty. Invoiced |
Specifies the quantity that been posted through a sales invoice. |
| Field |
Qty. to Invoice |
Specifies the quantity that remains to be invoiced. It is calculated as Quantity - Qty. Invoiced. |
| Field |
Invoiced Amount (LCY) |
Specifies, in local currency, the sales amount that was invoiced for this planning line. |
| Field |
Invoiced Cost Amount (LCY) |
Specifies, in the local currency, the cost amount that was invoiced for this planning line. |
| Field |
User ID |
Specifies the ID of the user who last modified the planning line. |
| Field |
Serial No. |
Specifies the serial number that is applied to the posted item if the planning line was created from the posting of a project journal line. |
| Field |
Lot No. |
Specifies the lot number that is applied to the posted item if the planning line was created from the posting of a project journal line. |
| Field |
Project Contract Entry No. |
This field is used internally. |
| Field |
Ledger Entry Type |
Specifies the entry type of the project ledger entry associated with the planning line. |
| Field |
Ledger Entry No. |
Specifies the entry number of the project ledger entry associated with the project planning line. |
| Field |
System-Created Entry |
Specifies that an entry has been created by Microsoft Dynamics NAV and is related to a project ledger entry. The check box is selected automatically. |
| Field |
Overdue |
Specifies that the project is overdue. |
| Field |
Reallocated from Project Task No. |
Specifies the project task number from which it was reallocated. |
| Field |
Reallocated from Line No. |
Specifies the line number from which it was reallocated. |
| Field |
Reallocated Quantity |
Specifies the reallocated quantity. |
| Action |
Reallocate |
Reallocate planning lines. Use this function to move the quantity to another project task. |