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Phase 2 · Evaluate Business Central · ISV

ProjectFlow 365

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

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What it does

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.

Highlights
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

Delivery and support

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.

Frequently asked questions

Which platforms does ProjectFlow 365 run on?

Business Central. The listing on this page shows the platform, status and licensing.

How is ProjectFlow 365 implemented?

As part of a Dynamics 365 programme or as an add-on to a system you already run. We scope it with you in a discovery workshop and configure it to your processes.

How do we start?

With a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed.

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