Project Operations

Project
Lifecycle

Feature	Functional Description	Technical Description
Project Management	Plan, execute, and track projects across their full lifecycle.	Project entity in Dataverse supporting multiple project types and states.
Project Types	Support different delivery models such as Fixed Price, Time & Material, and Non-Billable projects.	Project type configurations controlling financial and operational behavior.

Project
Planning

Feature	Functional Description	Technical Description
Project Scheduling	Define project schedules, milestones, and dependencies.	Integrated project scheduling engine with task dependencies and timelines.
Work Breakdown Structure (WBS)	Break projects into manageable tasks for planning and execution.	Task hierarchy stored in Dataverse with scheduling and costing attributes.
Resource Assignment	Assign resources to tasks based on skills and availability.	Universal Resource Scheduling (URS) integration with project tasks.

Resource
Management

Feature	Functional Description	Technical Description
Resource Management	Manage people, roles, skills, and capacity across projects.	Bookable Resource entities shared across Project Operations and Field Service.
Resource Forecasting	Forecast future resource demand and availability.	Time-phased forecasts stored in Dataverse with analytics support.
Capacity Planning	Balance workload across teams and time periods.	Capacity and demand calculations using scheduling and forecast data.

Time &
Expense

Feature	Functional Description	Technical Description
Time Entry	Capture time spent by consultants and project resources.	Time entry table with approval workflows and validations.
Expense Management	Record and manage project-related expenses.	Expense entities integrated with Finance and approval workflows.
Approvals	Review and approve time and expense submissions.	Business process flows and Power Automate approval flows.

Financial
Management

Feature	Functional Description	Technical Description
Project Costing	Track project costs including labor, expenses, and materials.	Cost transactions calculated using role rates and cost prices.
Project Billing	Generate customer invoices based on project contracts.	Billing milestones and invoice generation logic in Dataverse.
Contract Management	Manage project contracts and billing terms.	Project Contract entities defining pricing, limits, and billing rules.
Revenue Recognition	Recognize revenue according to accounting rules.	Native integration with Dynamics 365 Finance for revenue processing.
Estimates & Budgets	Create and maintain project budgets and estimates.	Estimate lines and budget tracking entities linked to projects.

Sales
Integration

Feature	Functional Description	Technical Description
Project Sales	Support pre-sales project estimates and proposals.	Integration with Dynamics 365 Sales Quotes and Opportunities.
Quote to Project	Convert project-based quotes into active projects.	Seamless Dataverse entity transformation from Quote to Project.

Delivery
Execution

Feature	Functional Description	Technical Description
Task Execution	Enable teams to update task progress and remaining work.	Task updates recorded in Dataverse with progress rollups.
Project Collaboration	Facilitate collaboration among project teams.	Microsoft Teams integration using Microsoft Graph APIs.

Analytics &
Insights

Feature	Functional Description	Technical Description
Project Performance Analytics	Monitor project health, margins, and KPIs.	Embedded Power BI dashboards using Dataverse data.
Cost vs Budget Analysis	Compare actual costs against planned budgets.	Analytical models using transactional and forecast data.
Resource Utilization Reporting	Analyze utilization, billability, and capacity.	Utilization metrics generated from time entries and assignments.

Integration

Feature	Functional Description	Technical Description
Dynamics 365 Finance Integration	Connect project execution with financial operations.	Dual-write integration between Dataverse and Finance entities.
Customer Service Integration	Link projects to support cases if required.	Shared Dataverse account and contact model.
Third-Party Systems	Integrate with external ERP, HR, or payroll systems.	REST APIs, Azure Service Bus, and Power Platform connectors.

Automation

Feature	Functional Description	Technical Description
Power Automate	Automate project approvals, notifications, and updates.	Event-driven cloud flows using Dataverse triggers.

Extensibility

Feature	Functional Description	Technical Description
Custom Entities & Fields	Extend the project data model for industry needs.	Dataverse extensibility framework.

Security

Feature	Functional Description	Technical Description
Role-Based Security	Secure access to project, financial, and resource data.	Dataverse security roles and field-level security.

Compliance

Feature	Functional Description	Technical Description
Auditing & Governance	Track changes and support compliance requirements.	Dataverse auditing and Microsoft Purview integration.

Mobility

Feature	Functional Description	Technical Description
Mobile Access	Enable time entry and task updates on mobile devices.	Dynamics 365 mobile app with offline support.

Scalability

Feature	Functional Description	Technical Description
Enterprise-Grade Platform	Support global, multi-currency project delivery.	Azure-hosted architecture leveraging Dataverse and Power Platform.