About Advanced Projects
An extension of Microsoft Dynamics 365 Business Central, adding advanced project & resource management and complete project accounting, giving you full control over your projects, resources, and overall business.
It’s simply PSA & ERP all-in-one, bringing processes, people and data together. End-to-End.
Looking for new ways to scale your professional services business?
Use the step-by-step guide or even pre-defined templates for a solid project setup in a few clicks. Ensure the necessary data is captured and entered in a consistent manner, improving the quality of the data. This makes it easier to manage and track projects, allowing Finance to focus on their core responsibilities. Stop wasting your time on tasks that can be done in less than a minute.
Have full control over your project backlog and forecast. Start your projects with a quote rather than having to wait for the order, enabling complete forecast reporting based on backlog orders and weighted pipeline.
Ensure cost control and take corrective actions if needed to stay within financial targets. Monitor project data on a comprehensive dashboard or get notified by the system when cost approaches budget commitment. Obtain clear visibility of all your budget versions from the creation to completion stages. Be in control of labour, materials, equipment, any other expenses, and timing to make informed decisions about how to allocate resources and manage risks.
Copy, import and create detailed budgets with the wizard. Get unlimited budget versions to compare and evaluate the potential outcomes of different scenarios. Keep an eye on variances from the budgeted figures in the course of time.
Make use of the work breakdown structure (WBS) for a better scope into the project’s deliverables.
Take advantage of an exhaustive Gantt chart including deadlines and resource usage compared to budget to assist you in the planning and scheduling.
Easily generate purchase orders directly from within the project. In the blink of an eye, in one single system.
Ensure the quality and profitability of your projects by being in control of your purchase & subcontract commitments.
Ensure compliance with subcontractor arrangements in terms of insurance, certificates, and contracts. Keep track of change orders and use internal approvals to ensure the subcontractor arrangements are managed efficiently and effectively. This will give you the peace of mind that the subcontractor is meeting their commitment, and that the project is running smoothly without any delays.
Gain full insight into resource workload and availability to optimise utilisation. Secure the right resource by filtering based on specific skills or competencies.
Use a single, collaborative resource planning platform with drag-and-drop functionality to create or modify work assignments easily. Reallocate people to other projects if required.
Send work assignments to Outlook calendar as part of the employees’ daily working tools. Use work assignments as a baseline when importing into timesheets for simpler and more efficient completion. Or let employees create time entries in Outlook from work assignments.
Choose from a set of pre-defined resource boards depending on your needs: general resource board, board per project, per individual, and per individual and project.
Obtain real-time resource forecasts and a comparison of budgeted time versus time already used in a click.
Empower team members to plan for themselves or plan the work assignments from a high-level perspective.
Easy capture of time to avoid that tasks get forgotten or missed. Ensure all time is captured by updating timesheets either through direct entry in Outlook calendar bookings and emails, or on-the-go with your smartphone.
Straightforward expense entry on the go by taking a quick photo of the receipt and submitting it. Stop missing the next payroll deadline!
Streamline the invoicing process by implementing time & expense approval workflows prior to invoice posting. Ensure quality assurance by introducing approval workflows up to three levels such as Project Manager, Line Manager and Executive. Reduce inaccuracies and create a smoother process.
Optimise the invoicing process for receiving payments on time. Effortlessly review what to invoice, make changes, or relocate entries as needed. Keep track of your milestones and payment plans and release for invoicing with the press of a button. It’s time to free up resources!
When grouping lines, configure your invoice specification in order to meet your customers’ wishes. Invoice grouped and/or summarized using layouts and specifications according to their requests.
Calculate Work in Progress (WIP) automatically and post it to the General Ledger (GL) in a click for an accurate income statement. In addition, get a detailed WIP report for full audit trail.
Implement different invoicing methods without concerns of losing accuracy and consistency, despite the large quantity of entries. Your project invoicing is now fully integrated with Finance.
Full access to trustful data from ONE source with drill-down functionality. Have an overall view of the project, identify risks, and apply corrective measures if needed.
Take advantage of analysis views and dashboards for full project cost control & profitability, resource performance, or any other performance indicator. Full business insight for data-driven decisions.
Receive automatic notifications through email when cost is approaching your budget commitments. Stay informed about the project’s financial status and take appropriate action to keep the project within budget.
Visualise insights on demand with out-of-the-box standard reports for Power BI.
The project setup is very flexible and quick. Now, when we get a project, we ask the customer how the invoice should look like, and we set it up in template right away. Like that, we prevent customer complains when they receive the invoice. We also use the activity codes and the price template based on employee categories on task level.
With the resource management features we have a very good overview of who’s doing what. We use our own colour system for both individual and full resource boards. Only project managers, team leads, and me as coordinator can allocate work assignments, but key account managers have access to the board and can easily see who’s available.
TNP is substantially the largest Business Central partner in the UK. We’re excited by the extent to which Advanced Projects will help us better serve organisations that are in the business of delivering professional services. So much so – that we are in the process of implementing it ourselves!
Elbek & Vejrup create value through IT for our customers and the Advanced Projects solution is a perfect example of this by helping its users to streamline and simplify the administrative work so they can focus on creating profitable business. We have aided many customers to gain significant benefits with the implementation of Advanced Projects.
The invoice suggestion is brilliant and completely new to us. We love it. It’s fantastic compared to what we had before. You just need to go in, get a proposal, and book it. All this in a few clicks. It’s super effective. The invoice specification featuring a diary of all items per day is also a great feature.
The scope of Advanced Projects is significant and very impressive! Its extended functionality exceeds the demanding needs of the customers looking for an ERP/PSA-solution. This far, any request from a customer regarding functionality and what they need it to do –has always been answered with a “yes”.
As a CFO my main focus is quick invoicing for a better cash flow management. It’s all about data discipline. If all relevant project data is properly entered when creating a project, it just takes a minute to generate the invoice when the work is done. Besides, we issue the invoice the way the customer asked to. The invoice suggestion feature is brilliant. We love it.
Once the consultancy hours get approved, we get a quick estimate of how much we have earned in a month. In a matter of a few clicks, we get a proposal, which we just need to post. The invoice suggestion has thus helped us automate and streamline the whole billing process.
Advanced Projects helped us take a step into the future. We needed a new PSA solution for the future that creates conditions for growth as ONE NORRIQ. A solution enabling integrated processes, process automation and complete access to data for full control over our projects and overall business. A fully integrated “all-in-one” solution was the only way forward.
Compared to the old system we now have a transparent ERP-system with a fantastic controlling environment including business intelligence tools. Having full access to relevant project and resource insights coming from ONE data source, I’ve gained a greater understanding of the business only within a few months.
