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Business Central for Project Management

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Dynamics 365 Business Central Project Management (formerly Dynamics NAV) is built for project-based organizations that need better insight into their project financials. Track resource usage, project budgets, and more. Take advantage of advanced reporting with integrations to Power BI and Excel.

Who is it for?

Dynamics 365 Business Central Project Management is optimal for project-based organizations that require light job tracking functionality.  Organizations that require deep project management functionality should consider Dynamics 365 Business Central Professional Services Automation (PSA).


Focused Project Management

Dynamics 365 Business Central Project Management gives managers insight into how projects are progressing with resource allocation reports and job tracking. Use Business Central to track employee time and expenses across multiple projects simultaneously.

 
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Track resource costs and budgets to accurately evaluate project profitability

 
 
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Monitor resource capacity and use resource availability tools to plan future projects

 
 
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Track manager approved employee time across jobs

 
 
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Create customized job analytics with Power BI

 

Business Central Project Management Features

Job Costing

Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs. Copy a budget from one job to another and set up a job-specific price list for charging of items, resources, and general ledger account expenses to the job’s customer.

Capacity Planning and Budgeting

Plan capacity and manage usage statistics and profitability of resources. Create your plan in a calendar system with the required level of detail and for the period of time that you need. Monitor resource usage and get an overview of your capacity for each resource with information about availability and planned costs on jobs.

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Time Tracking

Track employee time spent on jobs with a simple and flexible Time Sheet solution. Control time through manager level approval.

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General Ledger and WIP

Estimate the financial value of jobs by monitoring resource usage and other expenses posted to each job. Recognize revenue according to time, materials, and expense usage.

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Invoicing

Invoice customers on a time-and-materials or fixed-price basis. Assign a specific job to a specific customer and invoice the job completely or partially using Jobs together with Sales Invoicing. Customize Invoices with Microsoft Word and email directly to customers using Outlook.

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Quoting

Quickly email a customer the price for a project with the Job Quote report.

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Plus these Financial Management features

General Ledger

Add unlimited dimensions to your chart of accounts to allow for rich multidimensional analysis of financial transactions without creating a complicated chart of accounts.

Multiple Companies

Keep individual company financial data separate and easy to find. Prepare robust consolidated financial reports from multiples companies and dimensions.

Intercompany Transactions

Do business with your subsidiary and internal partner organizations in the same way that you engage with your external vendors and customers, including intercompany Sales Orders and Journals.

General Ledger Budgets

Create multiple budgets for identical time periods.  Leverage budget dimensions to set filters on budgets and add dimension information to budget entries.

Cash Management

Download bank statements for automatic reconciliation of bank transactions.

Accounts Payable

Streamline Accounts Payable processing, easily tracking incoming documents against Accounts Payable transactions.  Utilize built-in ACH functionality to pay vendors by ACH.

Collections

Keep Accounts Receivable to a minimum by utilizing Reminders to remind customers of overdue balances.  Auto apply finance charges if required.

E-Checks

Give customers the ability to pay directly from your emailed invoice utilizing Microsoft Pay.

Fixed Assets

Set up one or more depreciation books for each fixed asset.  Track maintenance costs, manage insurance policies, post fixed asset transactions, and generate specialized reports and statistics.


Business Central Project Management Pricing

Get Business Central Project Management, including Business Central Finance, fully implemented starting at only $34,995!

Start

Basic Support

$ 90 /user/mo

For small teams looking for basic help desk support.




Start Includes:

  • Technical help desk

  • User adds

  • User removals

  • Security changes

  • Microsoft case support

Grow

Most Popular

$ 120 /user/mo

For teams that are always ahead of the curve.




Grow Includes:

  • No user minimum

  • Everything in Start

  • 2 hours ongoing training support/user/year with unlimited participants

  • Quarterly client service meetings

Optimize

Best Business Value

$ 175 /user/mo

For teams looking for dedicated support and training.




Optimize includes:

  • No user minimum

  • Everything in Grow

  • 4 hours application support/user/year

  • Business Central application assistance

  • Accounting transaction troubleshooting and support

  • Dedicated Account Manager

  • Monthly client service meetings

Customize

Fully Customized

Call for Quote

For teams that want it all.

Contact Us

Includes:

  • No user minimum

  • Everything in Optimize

  • Customized application and accounting support plan

  • Customized training plan

  • Dedicated Account Team

  • Semimonthly client service meetings


Also available: Licensing Only for $70 - 5 user minimum, no support included, all support billed on an hourly basis.


How do I get started?

Step 1: You schedule a Discovery Call with an experienced consultant (not a salesperson.)

Step 2: We create a customized plan with estimated pricing up front.

Step 3: Together, we execute the plan.

 
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