Project Management for Dynamics 365 Finance and Operations

Consolidated project planning with real-time access to cross-departmental data.

One planning solution for any type of project

Effective project planning, regardless of complexity

Fixed Price, Investment, Time & Material, Internal, Cost

Protect project viability from start to finish

Financial data enriched with real-time insights from Procurement, Logistics, and Human Resources means early identification of profitability threats and opportunities.

Easily loop in stakeholders – wherever they are

When everyone has convenient mobile access through the Axtension® Project Activity App, projects move forward without interruption.

How Project Management in Dynamics 365 Finance and Operations Works

VISUAL PLANNING

Visualize the Work Breakdown Structure (WBS) of a project in an interactive Gantt chart. Gain immediate and comprehensive insights in budget- and resource status for project activities as well as their individual progress. Use management by exception filtering options to focus on what requires prioritized attention.

VISUAL RESOURCE PLANNING

Visualize assignments of project activities for resources. Validate resource capacity, drag and drop assignments across time or resources and use management by exception filtering options.

DRAFTING & VERSION MANAGEMENT

Create (multiple) drafts from project plans. Make changes by using the interactive Gantt chart, compare drafts and even simulate the required resource capacity impact for the proposed changes. Set versions as a baseline or roll back earlier versions of a project plan.

MOBILE PROGRESS LOGGING

Our mobile app allows people in the field to communicate with project information to get and provide updates to all project related activities. With production and project plans automatically aligned, no more costly miscommunications that lead to underutilization of resources.

BI AND ANALYTICS

Leverage fundamental insights in project planning, the demand and capacity of planned resources and their utilization.