The Project and Resources Management In Dynamics 365 For Architecture, Engineering & Construction Services Firms

Today’s Architecture, Engineering & Construction (A/E/C) firms are being forced to manage increasingly complex client projects, while at the same time controlling project costs and meeting tight deadlines. Complying with client-specific contracts, project reporting requirements and invoicing formats, and managing a complex network of subcontractor resources, can all place a heavy burden on your people and your firm. These challenges make it imperative to maintain a real-time view of your firm’s finances, clients, projects, and resources. By choosing the right business management platform to help manage your firm’s day-to-day operations, you can leave the heavy lifting to us, and empower your people to focus on what they do best – serving your clients.
CONTENTS:

0. OVERVIEW

I. PROJECT AND RESOURCE MAMAGEMENT
0. Overview

1. Create/change project
2. Plan project
3. Manage Project
   3.1 Time entry
   3.2 Expense/fee entry
   3.3 Purchase requisition
   3.4 Invoice processing
4. Control Project
   II. COST MAMAGEMENT
5. Overview
6. Define Cost Structure

III. TIME AND EXPENSE MANAGEMENT
0. Overview

1. Time Entry
2. Time Review And Approval
3. Expense Entry
4. Expense Review And Approval
5. Interface To Payroll
   IV. BILLING AND ACCRUALS
6. Overview
7. Define Fixed Fee Billing Structure
8. Define Time And Materials Billing Structure