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Get the visibility, collaboration, and agility needed to drive success across your project-centric business.
Model robust pricing and costing variations on geography and local market economics that influence your global workforce and exchange rates.
Create fixed-price, time and materials, or retainer-type contracts for your projects using adaptable billing models that meet your customers’ cash-flow requirements.
After generating a high-level estimate, use standardized templates to quickly develop a detailed estimate, schedule, and monetary values for the quote.
Consolidate your customer data into a single view using the built-in integration with Dynamics 365 Sales to get actionable insights for personalized customer engagements.
Improve productivity with embedded Microsoft Project capabilities including dashboards, task management, scheduling, interactive Gantt charts, and work-breakdown structures.
Develop accurate estimates for labor, expenses, and materials, and track planned-to-actual consumption as projects progress.
Bring your cross-functional teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps—all in one place.
Use built-in insights to understand how your projects are trending and drive timely decisions for course correction.
Easily distribute workloads across your resources for optimal execution on project delivery needs.
Maintain resource profiles to easily match people’s skillsets with projects. Rate skills easily with proficiency models that adapt to your unique business needs.
Streamline scheduling with intelligent and relevant skills-based assignments and up-to-date visibility into resources’ availability using Universal Resource Scheduling.
Use the mobile app or a browser for time and expense submissions no matter your location. Automatically create expense lines from uploaded receipt images.
Give your teams easy-to-use time and expense tracking tools to support policy compliance.
Use configurable rules and automated workflows to improve time and expense policy compliance with submissions, approvals, and reporting.
Support your global teams’ adherence to accounting standards and practices, including revenue recognition compliant with International Financial Reporting Standards (IFRS).
Manage billing queues and add ad-hoc transactions for more precise invoicing. Add details and group transactions to customize invoices for optimal review and reconciliation.
Leverage project cost and revenue profiles for fixed-price or time and materials billing through a combination of accounting rules for cost and revenue, accruals, and postings.
Use the integration with Dynamics 365 Finance or use open APIs with an external enterprise resource planning (ERP) system to extend to accounts payable, accounts receivable, and general ledger capabilities.
Use built-in dashboards surfacing KPIs such as resource utilization, forecasting, and budgeting to quickly adapt to changing business conditions.
Use Microsoft Power BI to easily visualize and share business intelligence with your project teams to help drive better customer outcomes.
Win more bids with better deal management
Optimize resource utilization
Accelerate project delivery
Enhance collaboration and simplify time and expense
Drive project financial performance
Increase business agility
Drive strategic financial decisions with AI
Unify and automate your financial processes
Decrease global financial complexity and risk
Activate digital selling
Empower sellers to build relationships remotely
Boost sales productivity with cohesive tools
Deliver service proactively
Schedule resources intelligently
Ensure a first-time fix
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