Job Planning and Resource Planning

Following the budgeting phase, and before or after the sales and purchase quoting phase, planning and scheduling for jobs can be initiated in COSMO Project Manufacturing.

Planning is based on calculated processes, such as services. During this phase, schedules and measurements are defined; most of this set up is done using the Job Planning and Controlling page and be further defined using the bidirectional interface with Microsoft Project.

In this section, tools available in the Job Planning and Controlling page are described.

The following table describes a sequence of tasks, with links to the topics that describe them.

To	See
Learn about the estimate functionality.	Estimates
Learn about the fields and actions on the Job Planning and Processing page.	Job Planning and Processing Page
Learn about the fields and actions on the Planning Processes page.	Planning Processes Page
Learn about the various planning and scheduling functions performed in the Job Planning and Processing page.	Job Process Planning and Scheduling
Learn about calculating capacities, managing resource calendars, synchronizing calendar entries, object planning, scheduling times across all resources, and planning using employee groups.	Capacity and Resource Planning
Learn about the integration between COSMO Project Manufacturing and Microsoft Project Manufacturing.	Microsoft Project Integration
Learn about integration of the standard Microsoft Dynamics 365 Business Central Liquidity module (Cash Flow) into COSMO Project Manufacturing.	Job Liquidity Integration
Perform project and resource planning using a visualized planning tool.	Graphical Project Planning

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