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Fase 2 · Evaluar Business Central · ISV

ProjectFlow 365

Consultant timesheets, clocking and approvals from a portal into Business Central project accounting.

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ProjectFlow 365 connects consultant work in a portal with project accounting in Dynamics 365 Business Central, so timesheets, clocking, approvals and leave flow from the field to the ledger. Consultants capture time in the portal, which checks each entry against their assignments, holidays and leave. Approvers sign off along the reporting hierarchy kept in Business Central. Approved timesheets arrive as a staging batch for finance to review and post to time sheets or job journals. A role center shows queued and failed exports, active clocking, expiring assignments and team leave.

Aspectos destacados
Weekly timesheets, daily work logs and digital clocking in a consultant portal
Entries checked against assignments, holidays, leave and daily hour limits
Approvals along a primary and secondary approver hierarchy kept in Business Central
Approved timesheets staged for finance review, then posted to time sheets or job journals
Retry and trace failed batches from one place, with an integration log
A project manager's view of assignments, clocking, leave and expiries
Six reports for management, reconciliation and audit
Readiness checks before go-live

Entrega y soporte

ProjectFlow 365 is implemented by Software Dynamics on Business Central, alongside the standard product, and supported through the Client Portal under a support tier. Release timing is aligned to Microsoft's release waves so the product and the platform stay in step.

Preguntas frecuentes

Which platforms does ProjectFlow 365 run on?

Business Central. La ficha de esta página muestra la plataforma, el estado y la licencia.

How is ProjectFlow 365 implemented?

Como parte de un programa Dynamics 365 o como complemento de un sistema que ya ejecutas. Lo analizamos contigo en un taller de descubrimiento y lo configuramos según tus procesos.

¿Cómo empezamos?

Con una consulta de 45 minutos, luego un taller de descubrimiento y ajuste de la brecha sobre tus propios procesos. Recibes un ajuste de la diferencia por escrito y un plan por fases antes de que se acuerde un programa.

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