Streamline project management and give your staff the tools they need to complete projects on time and on budget. Project management and accounting in D365 Finance simplify project planning and execution by providing robust cost controls, up-to-date operational and financial analysis, and real-time integration with supply chain and financial management processes.

PROJECT QUOTATIONS

Turn opportunities into confirmed projects with project quotes.
Work breakdown templates allow you to quickly create accurate project quotes.
Resource scheduling provides information on the availability of required project resources before submitting a quote.
Project quote profitability helps you choose the right opportunities to pursue.
Quote approval workflows ensure proper project visibility.

PROJECT BUDGETING AND COST CONTROL

Drive project profitability with the tools you need to forecast, monitor and control project costs.
Project budgets are workflow-enabled for approval, original budgets and revisions.
Budget control is supported in all relevant documents (purchase order, purchase requisition, vendor invoice).
Project commitments allow early visibility of future project costs.
Transfer project balances from existing systems.

PROJECT PLANNING

Easily plan projects, large or small, by matching work requirements with available resources.
Work breakdown structure templates make it easy to quickly plan common types of projects.
Task requirements (skills, education, experience) help find the right resource for the job.

PROJECT TIME AND EXPENSES

Quickly and accurately capture project time and expenses.
Project timesheets integrate with D365 Finance’s enterprise portal on Microsoft
SharePoint for easy web-based deployment.
Common and favorite user-defined tasks accelerate time entry.
Full integration with D365 Finance Expense management allows expenses to be distributed to a single project or multiple projects.

PROJECT ANALYSIS

Uses the Microsoft Business Intelligence platform, Power BI, to provide a comprehensive set of tools to monitor and analyze project performance.
The Project Management Center provides a customized view of key performance indicators
Dozens of integrated reports examine project financials from multiple dimensions and are easily customized.
Utilization metrics help optimize valuable human resources

PROJECT BILLING

Handles complex project billing scenarios with ease.
Funding limits impose contractual caps on project costs.
Split billing allows project costs to be shared among multiple clients or internal organizations.
Pay-when-paid allows sequential liability for subcontracting.
Retention terms can be specified on customer invoices and vendor payments.
Project and subproject hierarchies can combine time-and-material and fixed-price projects.
Public sector and non-profit organizations can manage grant life cycles.
Approval workflow ensures accuracy of project invoices before sending them to the customer.

REVENUE RECOGNITION

Accrue revenue or capitalize costs for time and materials projects to recognize gross margin.
Record and accrue revenue for fixed-price projects based on the percentage of work completed or contract completed.

With project management in D365 Finance, you’ll have all your real-time project information in a single tool.

Project management and accounting in Microsoft Dynamics D365 Finance