Dynamics 365 Finance & Operations

Project control analysis

Reports and dashboards designed for critical analysis.

Key dashboards

  • Project financials dashboard Displays financial performance across projects, including budget vs actual costs, profitability, revenue recognition, billing status, and cost variances.
  • Timesheet financial impact dashboard Connects timesheet entries to financial metrics, displaying labor costs, revenue recognition from billable hours, cost variances, and profitability by project, client, and resource.

Key metrics

  • Inception-to-date revenue (ITD)
  • Contract-to-date revenue (CTD)
  • Estimate to complete (ETC)
  • Estimate at completion (EAT)
  • Earned value (EV)
  • Planned value (PV)
  • Project profit martin
  • Recognized revenue
  • Total committed cost
  • Budget utilization %
  • Schedule perfm index (SPI)
  • Cost perform index (CPI)
  • Project backlog value

Project status & overview reports

  • Project summary Provides an overview of all active, completed, and pending projects with key details.
  • Project health report Displays project status indicators like budget utilization, schedule adherence, and completion percentage.
  • Project milestone tracking Tracks the completion status and deadlines of project milestones.
  • Project progress vs plan Compares actual project progress against planned timelines and deliverables.
  • Project budget summary Summarizes total budget, committed costs, consumed budget, and remaining budget per project.

Financial & revenue reports

  • Project profitability Calculates revenue, cost, and profit margins for each project.
  • Project billing status Displays billed, unbilled, and pending invoices for each project.
  • Project cost analysis Breaks down labor, expense, subcontractor, and material costs across projects.
  • Project budget variance Highlights differences between planned budgets and actual costs for each project.
  • Project revenue forecast Projects future revenue based on current progress, billing schedules, and remaining work.

Resource & utilization reports

  • Project resource assignment Lists resources assigned to each project with roles, allocation percentages, and effort estimates.
  • Resource availability by project Shows availability, over-allocation, and under-utilization of resources assigned to projects.
  • Project team performance Summarizes productivity, billable hours, and performance KPIs of project team members.
  • Project roles & billing rates Lists project roles, assigned resources, and corresponding billing rates.

Schedule & compliance reports

  • Project schedule variance Compares planned vs actual start and end dates of projects, phases, and key tasks.
  • Project milestone adherence Tracks whether key project milestones were met on time or delayed.
  • Project change request Summarizes scope or cost changes made through formal change requests per project.
  • Project contract compliance Monitors project delivery against contract terms, billing agreements, and service levels.