Project management with Microsoft Dynamics 365 Finance
PROJECT MANAGEMENT IN DYNAMICS 365 FINANCE
Support your project managers’ work through improved planning, resource and financial control – for both short-term and long-term internal and external projects. These features are seamlessly integrated with other areas of Microsoft Dynamics 365 for Finance and Operations, such as financial accounting, sales, procurement and production.
Project management
Planning, setting up, managing, monitoring and closing projects – these are the day-to-day tasks of your project management team and project members. And this applies to various types of projects, such as time-and-materials or fixed-price projects and internal projects. Dynamics 365 for Finance and Operations helps you set up your project hierarchies with multiple sub-projects, making it easy to plan both small and large projects. You can view work requirements and available resources at any time, which helps ensure clear planning of your projects. You can draw on project structure plans from templates, which significantly speeds up the planning of recurring project types. With defined task requirements – for example, regarding the skills, training or experience of the project resources needed – you will always find the right resources for your projects.
Your benefits
- Mapping complex project hierarchies
- Planning and managing required resources and providing an overview of available resources
- Rapid planning thanks to project structure plans that can be defined as templates
Project structure plans
By creating your own customised organisational charts, you gain greater control over your projects – right down to the finest detail. Specific information can be added for each activity, including planning data, cost and revenue estimates, and the allocation of staff skills to projects.
Your benefits
- Simplified management of your projects with customised organisational charts
- Monitoring your individual project activities
Resource and planning management
When managing your projects, Dynamics 365 for Finance and Operations helps you plan tasks and allocate your available resources. Using schedules, you can track each of your projects in terms of hours worked and costs incurred right through to completion.
Your benefits
- Planning resources based on actual availability
- Defining timetables and managing your input
- Monitoring the costs involved right through to the completion of your project
Project time tracking and invoicing
Accurate and rapid tracking of project times and costs – this is made possible by Dynamics 365 for Finance and Operations with its features in the Project module. Expenses relating to specific projects can be allocated directly to them, for example, in the case of travel-related expenses via the travel expense report or directly via the Enterprise Portal, without having to go through the guidelines in your expense approval process. Thanks to full integration with the travel expense management system, when splitting travel expenses, a portion of the costs can also be allocated to multiple projects.
Your benefits
- Recording the working hours required by your project team members
- Full integration of travel expense claims and direct allocation of expenses to individual projects
- Access for your project team members via the Enterprise Portal for quick data entry
