Boost Efficiency and Gain Full Visibility in Construction and Installation Projects

Construction and Plant Installation

Stay in control of every stage, from the construction site to final billing

Managing jobs in industries like construction, plant engineering, and site management requires precise, integrated, and easy-to-use tools. With Microsoft Dynamics 365 Business Central, you have everything under control—from the initial quote to project completion. Every task is tracked, every cost is forecasted, and every resource is optimized. Watch the videos below to see how you can digitize your core processes and boost your company’s operational and financial efficiency.

Project Structure: The Core of Job Management

Defining the project structure is the first step to setting up a job correctly in Business Central. For companies in construction, plant installation, and site management, this feature is an essential tool for accurately mapping activities, materials, and resources.

📌 Flexible and detailed organization: you can break down the project into main activities (such as construction phases, milestones, or operational areas) and sub-activities, like system installation or work teams, linking hours, materials, and costs.
📌 Native integration with all modules: every operation—from material usage to time entries or vendor invoices—is automatically linked to the project, eliminating double entries and optimizing workflows.
📌 Real-time monitoring: the project card provides an up-to-date view: planned vs actual costs, revenues, margins, and progress by activity, time period, or resource. Variances are immediately visible.
📌 Control and standardization: you can create reusable project templates, use interactive dashboards, reports, and filters to always keep a clear picture of your jobs.

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Budget cost planning: control and strategic vision

With Business Central, you can prepare a solid project budget, estimating costs for labor, materials, subcontracted services, and overhead right from the start, and distributing them over time for detailed management.

📌 Budget entry: assign costs to each activity or phase, specifying quantities, rates, and timelines (monthly or quarterly).
📌 Standard price lists or custom costs: use predefined prices or adjust them based on project conditions, ensuring accuracy and consistency.
📌 Resource allocation: define the internal or external resources needed, estimated time, and associated costs.
📌 Financial planning support: the budget becomes a tool to assess project sustainability and support internal approval.

Quotes and offers: speed, accuracy and margin under control

With Business Central, you can create project-related quotes, ensuring consistency between planned items and sales. You save time and protect profitability.

📌 Quotes generated from the project: planned activities, materials, and resources automatically become quote lines. Apply markup or standard prices depending on the customer.
📌 Everything tracked and integrated: quotes are stored and linked to the project, with updated status (draft/sent/accepted) and support for email sending.
📌 Profitability and control: check estimated margins right at the quoting stage to assess sustainability and consistency.

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Billable revenue planning: predict receipts, drive profitability

Do you know exactly when and how much you’ll collect from each job? Revenue planning is what makes the difference between reactive management and strategic control. With Microsoft Dynamics 365 Business Central, you can build an accurate billing plan aligned with your project expectations. This means you can count on:

📌 Definition of revenue items: services, products, time-based or project-based activities—everything is categorized and linked to predefined resources or items.
📌 Accurate budget entry: amounts, quantities, unit prices, with the ability to spread revenue over time, month by month or quarterly.
📌 Connection to resources and sales price lists: each activity is correctly valued based on the standard prices applied.
📌 Customization by customer and project: discounts, special terms, payment schedules—every contract is flexible and respected.

Project Billing: all at once, Error-Free

Project billing shouldn’t slow you down. With Business Central, you can generate invoices for multiple projects at once — in just a few clicks, right from the home screen.

📌 Bulk creation from a single function: the “Create project invoices” action is always visible among the main options. Set the invoice date and you're good to go.
📌 Custom filters: choose which projects to include, or narrow it down to specific activities. Full flexibility based on agreements or progress status.
📌 Control over planning dates: decide how far to bill, excluding future or incomplete items.
📌 Preview always in sight: Business Central shows you the invoice lines ready to go before you confirm. No surprises.
📌 Automatic posting and updates: once invoices are issued, the system instantly updates the total billed on the project. Everything lines up — even in accounting.

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Execution and Reporting: Every Hour Counts

The core of your project are the hours your team worked and the resources you used. Tracking them accurately isn’t just a best practice—it’s essential to protect your margins. With Business Central, you can record, monitor, and value every resource easily and seamlessly.

Real-Time Traceability

📌 Worked hours: each team member can log their hours directly via app or web interface, distinguishing between phases and activities.
📌 Used resources: from warehouse to job site, every movement is automatically recorded and valued.
📌 Integrated accounting: data flows directly into project accounting without manual steps and this keeps the financial status always visible.

Analysis and Reporting: Put Your Project Under the Microscope

How far along is the project? What’s the actual margin? Where are you overspending? With So Smart and the integrated features of Business Central, you get clear answers at your fingertips.

📌 Copilot guides you: ask “What’s the margin by customer?” or “Show me activities over budget” and get an instant report—no technical jargon needed.
📌 Ready-to-use Power BI reports: view costs, revenue, variances, progress, and other critical KPIs—all updated in real time.
📌 Integrated data, faster insights: all operational data is connected—no copy-paste or external files to reconcile.

Make Better Decisions, Faster

Always up-to-date, complete project visibility.
Timely identification of issues and opportunities.
Greater efficiency in management and internal communication.

More data, more control. More control, more margin.

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