Microsoft Project Operations

Strong tool for your business development and sales team. Have the options to maintain multiple contract types for the prospects. Dynamics Project Operations allow complete flow of information management starting from Lead to Quote processes. There are options to carry out multiple quote revisions. Once the desired quote is finalized and contract is won the same can be converted into Project.

Dynamics 365 Project Operations enables businesses to successfully plan and deliver projects using a predictable and customer-centric service delivery model. Quickly create new project records, create estimates, quotes, and contracts using project templates. Allow your team to plan and execute each phase of the work effectively with integrated and interactive Gantt and Kanban boards. Provide an intuitive dashboard for managers to review, monitor, and approve all costs and time impacting their projects. Project Buckets – Buckets is a new feature which lets you set a status to each task to imply what stage of the project it is in. You can create your Buckets in the Project Operations Project record and name them according to what suits your Project Task. You can move Tasks across Boards to put them in the rightful buckets. Strong tools are present for co-authoring and for managing dependencies and constraints. With the help of integrated procurements and inventory there is room for materials forecasts.

Ensure the project’s success by aligning the right resources to the right projects at the right time. Identify the right people for the job based on their roles, skills, qualifications, availability, and certifications. Empower your teams to update their skills and apply directly to the projects. Optimize resource utilization by reviewing individual booking capacities. Accurately measure resource utilization on real-time and make intelligent decisions to get the most out of billable resources.

Allow intuitive web and mobile experiences for various teams to easily record time and expenses for each project assigned to them. Enable team managers to quickly and easily approve items. Team members can collaborate internally using Microsoft Teams , audio, video, and document management with integration to Office 365 workspace created for their project. Enable revenue recognition for projects with varying engagement models like Time and Material, Fixed Price, Fixed Monthly, etc. and automatically post to achieve better cash flow and smart financial decisions.

Take control of billing with man-hour and materials based calculations and use customized billing cycles and frequencies to determine how and when your customers are billed. Use customized invoice frequencies for each client type for multiple billing methods, such as monthly, weekly or on specific days. Within single contract there is capability to allocate projects with diverse billing methods . You even have an option to fully customize project bills with a fixed price billing with instalments spread across milestones. Features like not-to-exceed limit allow billing to be managed where some of your clients want to limit their exposure, especially in case of T&M basis of billing. Manage multi country /region wise tax and localization functions globally available in one solution for accurate invoicing along with multi-currency and exchange rate calculations.
Split billing Feature where you need to split a bill for a project so it can be paid by two parties. For example, if you are executing a project and there are two organizations funding it jointly, they can decide on who should pay what percentage of the bill.

Microsoft and Alletec has rich experience and deep expertise with front office, back office and collaborations, especially in service industry. Using that skill set and enabled with the new Avtar of Project Operations , we empower our customers with a whole new experience when it comes to back office operations based on integrated project information. Revenue recognition , WIP analysis , managing committed costs , carrying out project costing , managing multi-country resource sharing and transfer pricing options, providing catalogue pricing for products and services , strong multi dimension analysis of P/L are some of the benefits of Financials under Project Operations.