Deliver Projects on Time, on Budget, and on Profit

Turn Project Complexity into Predictable Profitability.

For project-driven businesses, your success is measured one project at a time. But when critical data is trapped in spreadsheets—tracking time, expenses, and budgets becomes a manual chore, profitability is a mystery until the final invoice, and resource allocation is a guessing game.

Microsoft Dynamics 365 Business Central offers a robust, integrated Project Management module designed to bring financial and operational clarity to every job. It connects your project delivery with your core financials, giving you real-time insight into the true health and profitability of your work.

As a trusted Microsoft Partner, we implement these powerful tools to give you unparalleled control over your project portfolio. Here’s how we leverage Business Central’s most critical functionalities to ensure your projects drive growth:

• Achieve Real-Time Project Profitability Visibility: See the financial performance of every project as it happens. With Job Ledger Entries integrated directly with the General Ledger, you can track actual costs vs. budgeted costs for resources, materials, and expenses in real time. Eliminate month-end surprises and make proactive corrections to keep projects on track.
• Master Flexible and Accurate Billing: Adapt your billing to any client agreement. Business Central supports a wide range of billing methods, from fixed-price contracts and time-and-materials to milestone-based billing. Automatically generate professional invoices based on posted usage or predefined schedules, ensuring accurate and timely revenue recognition.
• Gain End-to-End Project Control: Manage the entire project lifecycle within one system. Create detailed Job Task Lines to break projects into manageable phases, set budgets for each, and track progress meticulously. From the initial sales quote and resource planning to final invoicing and reporting, you maintain a single source of truth.
• Make Data-Driven Decisions with Project Analytics: Move beyond basic reporting. Use built-in Power BI dashboards and reports to analyze project portfolios, compare estimated vs. actual costs, monitor resource allocation, and identify which types of projects are most profitable for your business.

Stop letting project complexity eat into your margins. Let us show you how the powerful Project Management functionality within Dynamics 365 Business Central can be tailored to give you the financial control, operational insight, and flexibility needed to deliver projects profitably and build a reputation for reliability.

Key Project Management Functionality

• Job Costing & Budgeting: Detailed tracking of planned vs. actual costs for labor, materials, and other expenses.
• Resource Management & Time Sheets: Assign and manage resources with integrated time tracking.
• Flexible Billing Methods: Support for Time & Materials, Fixed Price, and Milestone-based billing.
• Work in Process (WIP) & Revenue Recognition: Comply with accounting standards by recognizing revenue as projects progress.
• Job Task Lines: Structure complex projects into manageable phases and tasks.
• Integrated Procurement: Link purchase orders directly to a project for accurate cost tracking.

Power BI Reporting: Pre-built and customizable dashboards for project portfolio performance.