Project Operations

Exceptional deal management

Accommodate customer’s needs with customizable resource-based costing and pricing

Model robust pricing and costing variations based on geography and local market economics that influence your global workforce and exchange rates.

Leverage deal structures tailored for project-based organizations

Create fixed-price, time and materials, retainer-type contracts for your projects using adaptable billing models that meet your customers’ cash-flow requirements.

Shorten the deal cycle with flexible pricing and more accurate quotes

After generating a high-level estimate, use standardized templates to quickly develop a detailed estimate, schedule, and monetary values for the quote.

Enable complete pipeline management with unified dashboard

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.

Enhanced project management

Equip project managers to succeed

Improve productivity with embedded Microsoft Project capabilities including accessible dashboards, task management, scheduling, interactive Gantt charts, and work-breakdown structures.

Efficiently track projects

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.

Reimagine teamwork

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.

Optimized resource scheduling and assignments

Maximize resource utilization

Seamlessly distribute workloads equally across your resources for optimal execution on project delivery needs.

Assign the right people to the right projects

Maintain resource profiles to easily match people with projects. Rate skills easily with proficiency models that adapt to your unique business needs.

Anticipate resourcing needs with intelligent scheduling

Streamline scheduling with intelligent and relevant skills-based assignments and up-to-date visibility into resources’ availability using Universal Resource Scheduling.

Simplified time tracking and expense management

Boost productivity by submitting time and expenses on the go

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.

Ensure reporting and approval accuracy

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.

Unify time and expense processes

Track expenses in a variety of currencies while integrating with project accounting, payroll, and invoicing for a comprehensive experience.

Streamlined project financials

Accurately and timely recognize revenue

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).

Improve cash flow by promptly and precisely invoicing customers

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.

Increase project accounting accuracy

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.

Enhance accounting capabilities

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.

Actionable insights that increase agility

Drive business growth with greater visibility

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.