Project Management & Accounting

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17 Φεβ 2014 (πριν από 3 χρόνια και 3 μήνες)

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Project Management & Accounting


Jeffrey Goldstein
-

Queue Associates


Technology Enablement for
Business Transformation and
Growth

Technology Enablement for Business
Transformation and Growth

In professional service organizations, Efficiency
and execution is a primary concern. Businesses
are challenged with selling and intangible
product which is ever changing and difficult to
quantify.
Profitability

requires that projects are
estimated correctly, completed on time and
meet customer requirements. Web
-
based
time

and
expense entry
systems to automated
billing and customized invoicing
help make
operations healthy and profitable.




Microsoft Products

Leverage Existing Investments

What is Microsoft Dynamics

A complete customer relationship management
(CRM)

suite,

including sales force automation,
marketing, and service management


More than 300,000 customers worldwide


Over 1,700 add
-
on solutions available

Broad business management suites including
financial management, supply chain management,
operations management and customer relationship
management functionality

Start with
hosting



move
to
on
-
premise

Start with
on
-
premise



move to
hosting

Combination of

on
-
premise

and


hosted


Buy

or

Rent


Hosted

On Premise

Microsoft = the Power of Choice

Connected Business Intelligence


BI PLATFORM

Microsoft

®

SQL Server
TM

SharePoint Server

ACCESS & DELIVERY

Reports

Dashboards

Excel

Workbooks

Analytic

Views

Scorecards

Plans

Other Database
Sources

Other General Data
Sources

APPLICATION LAYER AND USER TOOLS


ROLE TAILORED BI EXPERIENCE

Microsoft
®

Office

Microsoft Dynamics

An end
-
to
-
end solution

7

SSRS
-

Reporting

SSAS
-

Analysis Cubes

SSIS
-

Integration ETL

© 2008 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, and [list othe
r t
rademarks] are trademarks of the Microsoft group of companies.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the
dat
e of this presentation. Because Microsoft must respond to changing market
conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accu
rac
y of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

EPM and ERP Needs

A solution that addresses their specific needs


Project Managers


Provides them access to the project accounting information
to make timely decisions


How are we doing against the budget?


Project and Task Net Profit


What has been billed against the project?



Project Accountants


Ease the setup of projects in their system


Remove manual setup of
p
rojects and tasks


Calculation of budgets


Resource synchronization and setup


Ease setup of Projects and Tasks in Project Server

Project
Manager

Accounting

Challenges of disconnected processes

Project Management

Is

Project Management

Project Accounting

Is

Project Accounting

…never the twain shall meet

Project
-
based ERP

Remove islands of information

Take advantage of two best of breed solutions

Built to fit your companies needs, small or large

Connected systems can gain efficiencies

in cost and cash flow management


Does the latest Project Budget reflect the latest schedule
changes?


Does the Project Budget reflect Actual Work Schedule?


Does the Project Manager know how the Budget versus
Actual looks?


Does Management know how the Budget versus Actual
looks?


Does your Project Billing require duplicate entry from PMs
and Project Accounting?


Do all of your projects follow a common methodology?


Connector for Project 2011

Two Way Integration


Benefits

1.
Eliminates dual entry

2.
Increase setup accuracy

3.
Greater efficiency and throughput


Projects and
Tasks
can
be created or updated in
Microsoft Dynamics SL 2011 or Microsoft Project
Professional


Team members are assigned to tasks in Microsoft
Project Professional


Automatically synchronizes Project, Tasks, Team
members, and actual work


Project,

Task,

Team

Resource Employee Integration


Benefits


Eliminate dual entry and maintenance


Accounting departments control the status of employees
or the adding of new employees


New Microsoft Dynamics SL resources are added to the
Microsoft Project Server Enterprise Resource Pool


Resources and their rates are maintained in Microsoft
Dynamics SL


Existing Microsoft Dynamics SL resource can be linked
to resources in the Microsoft Project Server Enterprise
Resource Pool

Resource
Pool

Resource

Using Project Estimates to create Budgets


Benefits


Eliminate rekeying and manual calculation of labor and
revenue budget


Creates budget revisions at Project or Task level


Automatically creates labor and revenue budget in
Microsoft Dynamics SL based on Microsoft Project plan


Subsequent Task changes create budget revisions in
Microsoft Dynamics SL

Project

Budget

Real Time Financials Available


Benefits


Better informed Project Managers with access to real time
profitability


Drill to actual detailed financial transactions


Drill to purchasing information to view commitments against
a project


Project Manager working in Microsoft Project
Professional 2010 can view accounting information, with
drill down capabilities


Financial Information available at project and task level

Financials

Actual Labor Posting


Benefits


Full accounting controls and integration to general ledger
and payroll


Project Managers get up to date actual work


Project managers can view labor costs by day


Web based, auditable time entry against projects


Full approval and delegation capability


Time entry updates both Microsoft Dynamics SL and
Microsoft Project Server 2010.

%
Complete

Time
Entry

Sub Task Tracking


Benefits


Intuitive entry of time based on user assignments


Project managers choose level of task integration


Accounting bills and tracks at the Project/Task level


Projects Managers get greater detail using child
tasks or sub tasks


Time Entry available at sub task level

Subtask

Subtask

% Complete

Time Entry

Workflow and Messaging


Benefits


More efficient information flow


Workflow and messaging provide
better customer service and faster
billing


Creating project from Microsoft Project Server


to
Microsoft Dynamics SL notifies accounting
staff


Timecard Entry and Approval notifies employee
manager


Task changes with budget revisions notify
accounting


Emails when projects meet Milestones


Microsoft Dynamics SL

Connector for Project Server 2010

Efficiencies


Automatic setup of projects


Removes redundant data entry


Shared Resources


Budget creation




Accounting Control


Audited and balanced data flows seamlessly to General Ledger
and Accounts Receivable




Better decision
making/informed workers


Project
Manager with access to current
financial status


Resource
and business managers with access to resource
schedules and
demands


Project workers have better access to their schedules for more
accurate actual reporting


Types of information shared between
the two applications are as follows



Projects Two
-
way


Tasks Two
-
way


Actual work and actual cost From Microsoft Dynamics
to Project Server


Labor budgets From Project Server to Microsoft
Dynamics


Resources/Employees From Microsoft Dynamics to
Project Server


Project team assignments Two
-
way


Task assignments From Project Server to Microsoft
Dynamics


23

Benefits for Professional Services


Efficient time collection



and billing


Better view of resources



both historical and future


Assists in creating better estimates & budgets


Better planning of resources


Efficiency gained and accurate labor tracking

Benefits for Construction & Engineering


Improve customer relations


Manage and track all customer
-
facing activities through
multiple channels from project inception to completion


Access a unified view of customer information using a
familiar desktop interface

Benefits for Government Contractors


Contractors look for solutions that can manage
multiple contracts and cost pools. Need to separate
indirect costs for reporting purposes


Time and Materials


Fixed Firm Price


Cost Plus


Integrated Time and Expense to Financials


Web based access for remote employees


Earned Value Management Capabilities



Connector Integration Service

Team Setup

*Resource Assign,
Schedules & Budgets

*Project & Task
Setup

View Dynamics SL
Project Financials

-
Net Profit Analysis

-
Budgets

Project

Professional & PWA*

Time Entry

(Posting Labor
Actuals
)

Employee
Maintenance

Project & Task
Setup

Team Setup

Microsoft

Dynamics SL

SL

MSP via

PSI WS API

SL

MSP

via

ADO.Net


ADO.Net


Functional Components & Framework

Connector for Project
Server 2010

Microsoft Dynamics SL Connector for

Project Server 2010

Efficiencies


Automatic setup of projects


Removes redundant data entry


Shared Resources


Budget creation




Accounting Control


Audited and balanced data flows seamlessly to
General Ledger and
Accounts Receivable




Better decision
making/informed workers


Project
Manager with access to current
financial status


Resource
and business managers with access to resource schedules and
demands


Project workers have better access to their schedules for more accurate
actual reporting


Microsoft Dynamics Clients

Looki ng For A Compl ete Proj ect

& Accounti ng Sol uti on!

Join
Queue Associates
for our
Free Webcast
and learn how connecting
Microsoft Dynamics
with
Microsoft Enterprise Project Management
can help you run your projects more efficiently and deliver higher quality
results while increasing your profitability!


Webcast Date:
25
th

of Oct 2012


Time:
03:00PM
-

04:00PM


This webcast will emphasize and show how
Microsoft Dynamics

along
with
Microsoft Enterprise Project Management

is a comprehensive
business solution that integrates customers, projects, resources and
financial management together
.

Join us for our Microsoft Dynamics 360 Event!
Don't miss this
opportunity to learn more about Microsoft's first class solutions, how they
integrate and can help you streamline your business!


Date:
16
th

of Nov 2012
-

Start Time:
09.30AM
-

End Time:
03.30PM


Location:

Abbey Business Centre, 111 Buckingham Palace Road,

Victoria, London, SW1W 0SR.


Agenda:
Microsoft Dynamics 360 Overview, Microsoft Project Connector
Overview, Microsoft Project Server Overview, Microsoft Share Point
Overview , Microsoft Dynamics SL Overview, Microsoft Dynamics CRM
Overview, Microsoft Dynamics AX Overview, Microsoft Dynamics Mobile &
Social Media Overview

Mi crosof t Dynami cs 360 Event!

Microsoft Dynamics Project Accounting

For more information please contact:

Emilya Galata

020 7549 1606

egalata@queueassoc.com


Thank you for j oi ni ng

Pl ease Vi si t us at Booth #94