Construction, engineer-to-order, design build, and professional services business

Project Accounting for internal and external projects

From budget management to after-sales support

Track budget to actual costs in detail. Multiple billing and WIP posting options including milestone, percent completed, cost plus, and others. No more spreadsheets, know real-time where you are with your project and budget.

📊 Project Phases WBS

Managing jobs and projects in professional services has never been easier. With the Projects module of Microsoft Dynamics 365 Business Central, you have everything under control: planning, budgeting, hours worked, external costs, and invoicing. Every project becomes transparent and measurable, with always up-to-date data and analysis tools that help you immediately understand margins, variances, and profitability.

Thanks to intuitive dashboards and integrated reports, you can monitor the progress of your projects in real time, make faster decisions, and deliver timely, high-quality service to your clients. A single tool, complete and flexible, that brings order and efficiency to the core of your business.

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💰 Cost Planning

Cost planning is the first step to ensuring the profitability of every project in professional services. With the Projects module in Business Central, you have an integrated tool that lets you accurately estimate hours, resources, and external expenses—avoiding surprises and protecting your margins.

✅ Accurate hourly budget: automatic valuation of hours based on configurable rates.
✅ Role-based price lists: differentiated pricing for flexible commercial management.
✅ Control of external costs: consulting, subcontracting, and supplies included in the budget.
✅ Complete overview: also considers overhead and indirect costs for more informed decisions.

📑 Billing Plan

In professional services, billing is much more than an administrative task: it’s a strategic tool to ensure stable cash flow and strong client relationships. With the Projects module in Business Central, you can plan billing criteria and methods right from the start of the project, adapting them to every operational and contractual need.

✅ Total flexibility: configurable amounts, quantities, and rates for each activity.
✅ Custom models: hourly, milestone-based, or fixed-fee.
✅ Tailored price lists: differentiated pricing for resources, services, or clients.
✅ Ongoing control: real-time monitoring of issued invoices and outstanding amounts.

The result? Timely, accurate, and transparent billing that improves financial management and strengthens client trust.

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🎯 Execution and Reporting

Every hour, every expense, every decision: in professional services, nothing can be left to chance. With the Projects module in Business Central, you gain full control over costs and margins thanks to clear, accurate, and real-time reporting.

✅ Always tracked hours and costs: instant recording with automatic rates.
✅ Integrated expenses and purchases: direct allocation to project activities.
✅ Continuously updated actuals: constant comparison with budgets and margins.
✅ Transparent reporting: for clients, teams, and management.

📊 With interactive dashboards and reports connected to Excel and Power BI, you get a complete view of project financial performance and make strategic decisions based on real data.

💳 Active billing

With Business Central, project billing for services becomes simpler and more flexible, adapting to your company’s operational needs. You always have full control, whether you manage large centralized volumes or individual projects.

✅ Centralized billing: automatic generation of summary invoices at month-end, with clear details and reduced errors.
✅ Direct billing: Project Managers can issue invoices for completed activities and milestones, ensuring greater responsiveness and control.

💡 The result: a faster, more accurate, and more transparent billing cycle that simplifies collaboration between administration and project managers.

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🔍 Project Monitoring

With Business Central, monitoring your projects becomes simple and strategic. You have complete reports, up-to-date data, and clear analyses for every job, all in a single view.

✅ Detailed monitoring: budgets, hours worked, actual costs, billable amounts, and remaining balances — all updated in real time.
✅ Transparent control: compare planned vs. actuals for each task or project, preventing delays and variances.
✅ Advanced analysis: export data to Excel for pivots and filters, or use Power BI for customized dashboards with KPIs and decision-making indicators.

💡 The result: powerful, visual, and proactive management control that supports Project Managers and finance teams in keeping projects aligned with financial goals and increasing job profitability.

Financial Management

With Business Central, your financial management is always under control — no wasted time, no complications.

🔍 Overdue customers and vendors – instantly check who owes you money and for how long, or which vendors are waiting for payment.
📈 Dynamic cash flow – view incoming and outgoing funds and forecasted availability, anticipating potential issues.
📊 Detailed cash transactions – analyze every entry and get a complete overview for fast, informed decisions.
✅ Benefits – full control of due dates, reduced risks, better planning, and less time spent in Excel.

💡 The result? Clear, secure, and proactive financial management that’s always up to date.

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