Model robust pricing and costing variations based on geography and local market economics that influence your global workforce and exchange rates.
Create fixed-price, time and materials, retainer-type contracts for your projects using adaptable billing models that meet your customers’ cash-flow requirements.
After generating a high-level estimate, use standardized templates to quickly develop a detailed estimate, schedule, and monetary values for the quote.
Consolidate customer data from different sources into a single view by connecting to Dynamics 365 Sales. Use the intuitive and flexible customer data platform to get actionable insights and create personalized customer experiences.
Improve productivity with embedded Microsoft Project capabilities including accessible dashboards, task management, scheduling, interactive Gantt charts, and work-breakdown structures.
Develop accurate estimates for labor, expenses, and materials, and track planned-to-actual consumption as projects progress. Use built-in insights to understand how your projects are trending, and drive timely decisions for course correction.
Collaborate across the project lifecycle by bringing your cross-functional teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps—all in one place.
Seamlessly distribute workloads equally across your resources for optimal execution on project delivery needs.
Maintain resource profiles to easily match people with projects. Rate skills easily with proficiency models that adapt to your unique business needs.
Streamline scheduling with intelligent and relevant skills-based assignments and up-to-date visibility into resources’ availability using Universal Resource Scheduling.
Use the mobile app or a browser for time and expense submissions no matter your location. Automatically create expense lines from uploaded receipt images using optical character recognition (OCR) capabilities.
Maintain complete visibility and control of your organization’s expenses using policies, approvals, and reporting. Submit, approve, process, and reconcile time and expenses—anytime and anywhere.
Track expenses in a variety of currencies while integrating with project accounting, payroll, and invoicing for a comprehensive experience.
Cultivate best practices and support global teams by adhering to published accounting standards and practices using built-in multicurrency, project financials, and revenue recognition compliant with International Financial Reporting Standards (IFRS).
Manage billing queues and add ad-hoc transactions more effectively for invoicing. Customize customer invoices by choosing style and design, adding details, and grouping transactions for optimal review and reconciliation.
Leverage project cost and revenue profiles for fixed-price or time and material billing through a combination of accounting rules for cost and revenue, accruals, and postings. Quickly review project statements and forecast cash flow to get in-depth project financial information.
Use the built-in integration with Dynamics 365 Finance or use open APIs with an external ERP system to extend to accounts payable, accounts receivable, and general ledger capabilities.
Use built-in dashboards surfacing key KPIs such as resource utilization, forecasting, and budgeting to make better business decisions. Improve information integration providing access to important business intelligence and insights.
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