The Project Management module in Business Central gives project-led organisations the tools to manage jobs from initial planning through to invoicing, within the same platform as their financial, resource, and operational data. Whether you are running a single large project or managing a portfolio of concurrent engagements, it provides the visibility and control needed to deliver on time, within budget, and with accurate financial reporting throughout.
Create detailed project structures with tasks, milestones, and resource requirements defined from the outset. Allocate budget at the task level, set requirements for materials and labour, and establish a clear framework that keeps delivery teams and project managers aligned throughout the engagement.
Allocate people and equipment to project tasks based on availability and skill, and track actual time and resource usage through integrated timesheets. Monitor resource utilisation across multiple projects simultaneously, ensuring capacity is managed effectively and that planned versus actual figures stay visible at all times.
Track project costs in real time against agreed budgets, with work in progress calculations that reflect actual expenditure and remaining liability accurately. WIP postings connect directly to the general ledger, ensuring that project financials are always consistent with the broader financial picture of the business.
Generate invoices based on planned or actual resource and material usage, with flexible billing options to suit fixed-price, time and materials, or milestone-based engagements. Real-time reporting gives project managers and finance teams the data they need to monitor profitability and make informed decisions at every stage of delivery.
Real-time cost tracking and WIP management give project managers an accurate, up-to-date view of expenditure against budget at every stage, making it easier to identify variances early and take corrective action before they become problems.
Visibility of resource allocation and availability across all active projects means capacity can be managed proactively, reducing both underutilisation and overcommitment across the team.
Flexible invoicing options linked directly to actual resource and material usage ensure that project revenue is captured accurately and on time, regardless of the billing model in place.
Because project financials connect directly to the general ledger within the same platform, project managers and finance teams always work from the same numbers, eliminating the reconciliation overhead that comes with managing these processes separately.
Real-time cost tracking and WIP management give project managers an accurate, up-to-date view of expenditure against budget at every stage, making it easier to identify variances early and take corrective action before they become problems.
Visibility of resource allocation and availability across all active projects means capacity can be managed proactively, reducing both underutilisation and overcommitment across the team.
Flexible invoicing options linked directly to actual resource and material usage ensure that project revenue is captured accurately and on time, regardless of the billing model in place.
Because project financials connect directly to the general ledger within the same platform, project managers and finance teams always work from the same numbers, eliminating the reconciliation overhead that comes with managing these processes separately.
Talk to our Business Central team about how Project Management can work for your organisation.
