Advanced Project Management - for Microsoft Dynamics 365 for

Dynamics 365 for Operations is not providing enough functionality for your complex projects? Our fully integrated

Advanced Project Management can help you be in control.

To-Increase Advanced Project Management for Microsoft Dynamics 365 for Operations helps you to manage

complex projects and logistics beyond Dynamics 365 for Operations capabilities. The solution provides the

functionality to manage your scope, time, quality and nance project constraints for the full quote-to-service

process. This includes project specic pricing and margins, project logistics, project inventory, project quotes,

estimating, WBS, CBS, WBS cost controlling, Earned Value analysis, ETC, EAC, equipment and subcontracting.

Built on and fully integrated with Microsoft Dynamics 365 for Operations you leverage all benets that the

Microsoft platform provides.

Increase your quote conversion rate.

Use project quotes and bidding with project specic pricing

and estimating functionality to ensure appropriate margins

and win more projects.

Execute with full project visibility.

The advanced WBS capability allows managing your WBS

from different angles. Monitor progress and earned value,

manage project subcontractors, and control budgets, billing,

cost, revenues and margins. Get all details on time, material,

fee and expense transactions and use our equipment

transaction type to manage any equipment.

Never run out of stock and cut material cost.

Project inventory and project logistics enable master

planning by project and provide material availability

overview by project. You don’t need central stock and can

manage material cost and availability by project.

Avoid project overruns.

WBS cost controlling, CBS, earned value, ETC, EAC are tools

we provide to monitor projects and avoid overruns. Use

our subcontracting or project change order functionality to

anticipate schedule and scope changes.

Benets

Advanced Project Management

Project form

with advanced

WBS to manage

all project tasks

and transactions

including new

transaction type for

equipment. Different

tabpages on project

quotation or project

help you to get the

right data in one

view and take action

where needed.

for Microsoft Dynamics 365 for Operations

FACTSHEET

Empowering Innovation

www.to-increase.com

Features

Available on both project quotation and projects is a multi-level WBS which supports multi-user editing and different views per subject. Supported

functionality includes summary and details, quantities and units, progress & earned value, budget and budget allocation, subcontracting, progress

billing, equipment transactions, cost breakdown (CBS), estimating, formulas and alternatives

Centralized data management and quick visibility through a quotation statement form ensure accurate margin management for your quotation at any

level of the WBS and across all categories of work. Advanced Project Management helps ensure competitive quotes that protect protability.

Manage subcontracted workers through the WBS, from the bid through execution and close-out, including billing subcontractors based on progress.

Track equipment usage per job, with up-to-date insight into cost and revenue. Specify specic prices for equipment or equipment types. Manage

maintenance requests directly from the timesheet. Control equipment by preventive maintenance through system-generated maintenance proposals

based upon actual usage all the way to equipment depreciation.

Manage and approve time registrations per day or per week. Next to time entry it is also possible to register materials, equipment and fees. Track project

log details including such items as weather reporting, HSE information and incident reporting which integrate with HR.

Track progress and bill accordingly using any unit of measure across the WBS. Have direct insight into live to date totals, retentions, and amount to bill

for each level of the WBS.

Manage and track retentions per client and per job. Dene flexible retention schedules.

Use Cost breakdown Structure (CBS) and dene cost codes on activity or transaction level to quickly access insight into the costs directly associated with

your project such as hours, equipment, consumed materials, and expenses, as well as costs that will eventually impact your project. For example, you’ll

know costs of planned purchase orders for raw materials, initially organized in multi-level bills of material that will end up as materials in your project.

Plan and execute all phases of your projects, including:

Capacity for equipment, tools, employees, and subcontractors to optimize scheduling and delivery.

Combined task planning with MRP. Availability of all materials—direct, indirect and through production orders—is taken into account during planning.

Project managers and planners can manage items for specic projects and sub-projects from planning and availability through pricing and costing.

Better control project nance by using nancial dimension integration with project and cost codes.

Multi-level Work Breakdown

Structures (WBS)

Margin Control

Subcontracting

Equipment Management

Timesheet

Progress Billing

Retentions

Proactive, Integrated Views

into Direct Costs

Integrated Planning

Project Inventory Management

Financial dimension

For more information about Advanced Project Management for Microsoft

Dynamics 365 for Operations, visit www.to-increase.com

Advanced Project Management

17_0198_070217

for Microsoft Dynamics 365 for Operations

Empowering Innovation