The ProjectPro Add-on enables Microsoft Dynamics NAV to automate every aspect of your project management needs. ProjectPro provides complete history on every project’s records; contracts, change orders, Costs and revenues are budgeted and tracked by categories as well as an Activity, Process, and Operation level.

Contracts and Change Orders
ProjectPro has a full-featured contract management system established for tracking contract values for each project. From the original contract through change orders that create increase or decreases, the contract management feature will keep management focused on the importance of each project’s contract value.

Project Costing Enhancements
Project Costing has been enhanced by the addition of user-definable cost categories such as labor, materials, subcontractors, and equipment. The Cost Category relates to Project Cost Posting Groups for specific G/L posting accounts or costs. Project costing provides unsurpassed flexibility with relational costing levels of Activity, Process, and Operation. Any combination of costing levels may be applied to your projects.

Project Revenue Enhancements

Project Costing has been enhanced by the addition of user-definable cost categories.  Examples of such revenue categories could be Hourly Labor, Contract Labor, Material, Research Service, Administrative Hours, etc.  Project Revenue Posting Groups relate to specific G/L posting accounts for revenues. Project revenue provides unsurpassed flexibility with relational revenue levels of Activity, Process, and Operation. Any combination of revenue levels may be applied to your projects. 

Retention Tracking

Retention functionality has been added to the Microsoft Dynamics NAV Accounts Receivable and Accounts Payable granules.  This features enable users to enter retention percentages at each vendor and customer card along with creating at the job card.  This means much easier management of retention changes that occur along the project timeline.

Contract Billings

Contract Billings features have been added to the ProjectPro for ease of billing toward project contracts.  The contract billings are flexible to enable invoicing any dollar value toward the overall project contract or at the cost code levels along with identifying change order billings.  These project billings are accessible through the statistics screen on the project card.

Progress Billings

The progress billings feature gives the user the ability to manage billing items that are under contract with owners with scheduled values that together represent the whole contract.  With progress billings the users can enter billing applications with all submitted scheduled items and their respective percentage, quantity, or lump sum of item value to be invoiced to the owner. 

Project Statistics and Reports

ProjectPro has many project management inquiry screens with “drill-down and around functionality” along with several construction-specific reports:

Percentage of Completion Report

Summarizes the status of each project as it relates to actual costs verses anticipated costs to complete project. The formulas applied determine the earned portion of the project’s contract along with over or under billings as they relate to actual project billings.

Project Actual Costs To Estimated (Budgeted)

Used to compare actual costs incurred as they relate to budgeted costs at the activity, process and operation levels.

Project Cost and Billing Report

Compares actual costs against actual project billings.  This information can be used as an indication of a project’s positive or negative cash flow.

Project Cost Category Report

Project costs are summarized by cost categories such as Labor, Materials, Equipment, Subcontractor, etc. while comparing budgeted costs, committed costs, actual costs, variance and variance percents.

Project Revenue Category Report

Project revenues are summarized by revenue categories such as Hourly Labor, Contract Labor, Material, Research Service, Administrative Hours etc. while comparing budgeted revenue, actual revenue, variance and variance percents.

Project Status Summary Report

Provides a complete picture of the project including contract amount, billings, retention, payments received, costs-to-date, along with the project’s open payables and open receivables.