Run project businesses with delivery and profitability visibility
For organizations where projects are the business, Econix implements and supports Dynamics 365 Project Operations — project sales, estimation, resourcing, time and expense, billing, and project financials in one connected flow.
Serving organizations across Canada and the United States.
When Projects Are the Business, Spreadsheets Run Out
Disconnected estimating, resourcing, time capture and billing hide margin until it is too late to act. Project Operations connects the whole engagement — so the numbers are current, not reconstructed at month-end.
Margin discovered after the fact
Firms whose project cost tracking lives in spreadsheets, so losses surface when it is too late to act.
Billing and revenue workarounds
Manual invoice assembly and spreadsheet revenue recognition that slow cash and create audit-time pain.
Professional services firms
Consulting, advisory and technical services selling expertise by the engagement.
One Connected Flow, From Pursuit to Analysis
Project Operations carries an engagement from the first opportunity through estimation, planning, staffing, delivery, time and expense, billing and analysis — each stage feeding the next.
- OpportunityPursuit and pricing
- EstimateCost and sales estimates
- PlanWork breakdown and schedule
- StaffResource assignment
- DeliverExecute the work
- Time & expenseCaptured once, approved
- BillContract-driven invoicing
- AnalyzeMargin and utilization
Everything a Project Business Runs On
Eight capability areas, connected end to end — from quoting and planning through billing, revenue recognition and reporting.
Project quoting and contracts
Estimates built from resource costs and pricing, supporting fixed-price, time-and-materials and milestone-based structures.
Project planning
Work breakdown, task scheduling and progress tracking connected to the financial side of the project.
Resource management
A shared view of skills, availability and bookings across the delivery organization.
Time and expense
Straightforward entry with approval routing, feeding both project costs and billing without re-entry.
Project billing
Invoices generated from contract terms and approved actuals, not assembled by hand.
Cost tracking and profitability
Budget versus actual by project, phase and task while the project is live.
Revenue recognition
Recognition aligned to contract type, with the depth of integrated project accounting depending on the selected deployment model; the integrated ERP deployment is based on Dynamics 365 Finance and, where applicable, Supply Chain Management.
Reporting
Project health, utilization and portfolio views through built-in dashboards and Power BI.
Programs, Governed Through Their Lifecycle
Above individual projects, programs carry their own governance — a defined process flow and the budget-versus-actual visibility leadership needs to steer a portfolio.
Program records with stage control
Each program moves through a process flow — initiative, planning, execution and completion — with governance fields, budget and actual cost, and tabbed access to financials, activities, resources, projects and status.
- Program process flow across initiative to completion
- Budget and actual cost in view for governance
- Financials, resources, projects and status in one record
Sales, Project Operations and Finance — One Estate
Project Operations is strongest connected: pursuit from Dynamics 365 Sales, project accounting with Dynamics 365 Finance, and reporting through Power BI, with Microsoft 365 and the Power Platform across it all.
Pursuit to project
Dynamics 365 Sales
Opportunities and quotes flow into projects without re-keying the win.
Deliver & bill
Dynamics 365 Project Operations
Estimation, resourcing, time and expense, and contract-driven billing.
Project accounting
Dynamics 365 Finance
Integrated project accounting and revenue recognition in the integrated ERP deployment.
Insight
Power BI
Portfolio, margin and utilization reporting across the delivery organization.
Built for Project-Driven Organizations
Project Operations suits organizations that sell and deliver work as projects. For deeper industry context, see how Econix approaches professional & engineering services.
Professional services firms
Consulting, advisory and technical services selling expertise by the engagement.
Engineering and architecture practices
Multi-phase projects with milestone billing and subcontracted scopes.
IT and technology services providers
Mixed fixed-price and time-and-materials portfolios with shared resource pools.
Project-driven departments inside larger organizations
Internal delivery groups that need project cost discipline connected to corporate finance.
See Cost, Risk and Margin While You Can Still Act
Operational dashboards bring project cost, risk and budget variance into one view — so margin and delivery problems surface early, not at month-end.
Project tracker — monitoring and risk
A project tracker dashboard summarizes estimated total cost, project risk, project detail and financial variance across the portfolio — with quick navigation to time, expenses, materials, approvals and resources.
- Estimated total cost and budget variance at a glance
- Project risk and project detail for delivery monitoring
- One step to time, expenses, materials and approvals
Program and Portfolio Analytics for Leadership
For executive reporting, Project Operations data flows into Power BI — program and project budgets, allocation and financial health across the portfolio.
Program-financial analytics in Power BI
A Power BI program-financials report rolls program and project budgets, benefits and allocation into executive views — budget by type, by business unit, and remaining allocation — connected to project and portfolio data.
- Program and project budget, benefits and allocation
- Budget by type and by business unit
- Financial-health context for executive reporting
How Econix Engages on Project Operations
Wherever you are — planning, migrating, recovering, or running live — there is a defined Econix path, delivered through one accountable engagement lifecycle.
Assessment
Reviewing your project lifecycle, contract types and current systems to determine fit and select the deployment model before you commit.
Learn moreImplementation
Configuration of project types, contract structures, resourcing, time and expense, and billing, with delivery direction through go-live.
Learn moreMigration
Moving from legacy project accounting platforms, PSA tools or spreadsheet-based tracking, with project history and open-contract handling planned deliberately.
Learn moreIntegration
Connecting Project Operations to Dynamics 365 Finance for integrated project accounting, and linking Dynamics 365 Sales for the pursuit-to-project handoff.
Learn moreRescue and stabilization
Recovering implementations where billing, revenue recognition or resourcing went live misconfigured and the finance team is compensating manually.
Learn moreSupport and optimization
Ongoing functional support, refinement of approval flows, utilization reporting, billing automation and month-end processes as your project business evolves.
Learn moreOne accountable engagement lifecycle
- AssessUnderstand current state
- DesignSolution and roadmap
- ImplementBuild and configure
- IntegrateConnect systems and data
- SecureIdentity, access, protection
- Support & OptimizeManaged improvement
Frequently Asked Questions
How is Project Operations different from using Business Central projects or a standalone PSA tool?
Business Central includes solid project and job costing capabilities that fit many SMB scenarios, and Econix implements those too. Project Operations is the step up for organizations where projects are the business — dedicated resource management, project quoting, contract-driven billing and revenue recognition at a depth standalone PSA tools or ERP job modules may not reach, built on Dataverse alongside Dynamics 365 Sales. An assessment can determine which fits your scale, and which deployment model applies.
Can Project Operations handle both fixed-price and time-and-materials contracts?
Yes. Contract lines can be structured as fixed-price, time-and-materials or milestone-based — including mixed structures within one contract — with billing and revenue recognition following the contract type. Econix configures these against your contract portfolio during implementation.
Does Project Operations replace our accounting system?
No — it works with your financial platform, and how depends on the deployment model. In the integrated ERP deployment, project accounting runs with Dynamics 365 Finance and, where applicable, Supply Chain Management. Where Business Central or another platform holds the general ledger, Econix designs a separate integration so project actuals flow to finance without re-keying. Deployment-model selection is part of assessment.
We currently run project accounting in spreadsheets. Is the jump too big?
It is a significant step, and it is manageable when phased. Econix generally starts with time and expense, project setup and billing — the areas with the fastest payoff — and brings in resource management and deeper revenue recognition once the foundation is adopted. The assessment stage defines a phasing that fits your team's capacity.
Can Econix take over or fix an existing Project Operations environment?
Yes. Where billing, revenue recognition or resourcing went live misconfigured, Econix starts with a structured health check, stabilizes the areas causing manual workarounds, and rebuilds toward the intended design.
Ready to run projects with real visibility?
Talk to Econix about assessment, implementation, integration, recovery, and support for Dynamics 365 Project Operations.