United StatesA single integrated workflow to plan, monitor, and complete every project.
Project management: total control, from quote to invoicing
From numbers to decisions: clear, efficient, and always under control projects.
Project management has never been this simple. With Microsoft Dynamics 365 Business Central, you can follow the entire lifecycle of a job – from the initial quote to the final reporting – with integrated tools that ensure accuracy, transparency, and maximum efficiency. Cost planning, time management, materials, invoicing, and margin control become seamless and connected processes, turning projects into tangible and profitable results.
🛠️ Quick setup
Starting the Projects module in Business Central is simple and immediate: thanks to the guided setup, you can configure everything in just a few clicks, without needing advanced technical skills.
Set your preferences based on your company’s needs and you’re ready to create your first projects right away, with an efficient system that’s already up and running.
A quick start that lets you get going immediately, without complications.
🧩 Project Cost and Revenue Planning
Effective management starts with clear financial planning. With Microsoft Dynamics 365 Business Central, you can define costs and revenues from the very beginning, gaining a realistic view of the project budget.
You can record cost items such as labor, materials, and services, assign resources to activities, and set standard or customized price lists. Likewise, you can plan expected revenues with amounts, sales conditions, and billing schedules.
The result is a solid and transparent budget that supports decision-making and ensures alignment between operations, profitability, and business goals.
🧾 Project Billing
With Microsoft Dynamics 365 Business Central, project billing becomes simple, flexible, and fully integrated with business processes. You can choose between two operational modes: centralized at the end of the month or directly managed by the Project Manager.
The administration can generate summary invoices in just a few clicks, complete with details and approvals, while the PM has the ability to issue invoices directly based on progress or milestones. In both cases, you gain traceability, accuracy, and control.
The result? A faster billing process, organized and consistent, reducing errors and allowing you to focus on the success of your projects.
💸 Cost Control and Resource Management in Projects
With Business Central, you always have full control over external costs, internal materials and hours worked, thanks to an integrated system that links every transaction to the relevant project. Every supplier purchase or warehouse consumption is recorded and allocated accurately, ensuring traceability and data consistency.
Internal resources log hours worked through digital timesheets, which are approved by the manager before final reporting. This ensures transparency, accuracy, and immediate financial valuation, turning time spent into useful data for management control.
The result? A project that is not just a collection of tasks, but a fully monitorable entity in terms of costs, time, and resources, enabling more informed decisions and consistently efficient management.
🔍 In-depth process analysis
In Business Central, project analysis becomes simple and strategic: you can explore real-time data, compare planned costs and revenues with actuals, and quickly identify any variances or critical areas.
Integrated reports and interactive Power BI dashboards give you a clear view of each project's profitability, with dynamic indicators and drill-downs to individual details. This way, you turn data into actionable insights to improve management and maximize margins.
Each project becomes a source of useful, immediately actionable information, allowing you to make data-driven decisions and turn analysis into a real competitive advantage.
🤖 Boost Productivity with AI
With pivot tables in Business Central, you can transform project data into clear, targeted insights without the complexity of traditional reports.
Customize your analysis by cross-referencing time, costs, resources, and phases, explore different scenarios in just a few clicks, and gain a comprehensive, immediate view of performance.
A simple, flexible, and powerful tool that helps you make faster, more informed decisions, improving efficiency in project management.
So Smart is a complete, flexible, and easy-to-implement software solution to manage your entire business. From accounting to distribution, everything is handled in a single package.