Project management analytics

Path: Business functionality > Project management > Project management analytics · tier official · system projects · narrative reviewed (checked by Opus)

Overview

This area brings together the analysis options for projects. The overview page, Project analytics, introduces the features and the KPIs they help monitor, such as completion rates and cost performance, across different user roles. From there the options split by how much structure you need.

For ready-made dashboards, the Power BI Projects app subtopic covers the reports, the semantic model and the KPI and measure reference. For printable or standard output, the Built-in project reports subtopic covers quotes, budget comparison, billing, WIP, item usage, journals, registers and resource reports. For quick exploration, the ad-hoc analysis page explains how to use the Data Analysis feature on list pages such as project ledger entries, without running a report.

The page on monitoring project progress and performance covers the WIP feature, which estimates the financial value of ongoing projects in the general ledger. Start with Project analytics to pick a route, then go to the specific subtopic or page.

Key points

• Project analytics is the entry page: it lists Power BI reports, ad-hoc analysis and built-in reports for monitoring project KPIs.
• The Power BI Projects app covers budget performance, profitability, realization, invoiced sales, tasks and timelines, plus the semantic model and measure reference.
• Built-in project reports cover quotes, budget comparison, billing, WIP, item usage, journals, registers and resource usage.
• Ad-hoc analysis uses the Data Analysis feature on list pages such as project ledger entries, with analysis mode, Pivot Mode, Column Labels, Row Groups and a Values area.
• WIP methods named in the pages: cost value, sales value, recognizable cost, percentage of completion and completed contract.
• WIP is calculated, then posted to the G/L, and WIP fields can be tracked on the Project Card.
• WIP setup involves defining the WIP method and grouping by project task.

Subtopics

• Power BI projects app (11 pages)
• Built-in project reports (19 pages)

More Learn pages

• Ad-hoc analysis of projects data: Learn how to use the data analysis mode to analyze projects data.
• Monitor project progress and performance: Describes how you can create a work in process (WIP) method and calculate WIP to estimate the financial value of projects while they’re ongoing.
• Project analytics: Business Central has features that can help you gather, analyze, and share data from your projects for business intelligence and decision-making in your organization.

Videos and posts

Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.

• What’s New: Project Management (2024 release wave 1) (video): “Power BI reports in Project list”

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 89 “Job List” · captioned “Projects” · on Table 167 “Job”
• Page 92 “Job Ledger Entries” · captioned “Project Ledger Entries” · on Table 169 “Job Ledger Entry”
• Page 1010 “Job WIP Methods” · captioned “Project WIP Methods” · on Table 1006 “Job WIP Method”
• Page 37033 “Projects Overview” · captioned “Projects Overview (Power BI)”
• Page 37034 “Project Tasks” · captioned “Project Tasks (Power BI)”
• Page 37035 “Project Profitability” · captioned “Project Profitability (Power BI)”
• Page 37036 “Project Realization” · captioned “Project Realization (Power BI)”
• Page 37037 “Project Performance to Budget” · captioned “Project Performance to Budget (Power BI)”
• Page 37039 “Project Invd. Sales by Cust.” · captioned “Project Invoiced Sales by Customer (Power BI)”
• Page 37062 “Projects Report” · captioned “Projects Report (Power BI)”
• Report 1006 “Job - Planning Lines” · captioned “Project - Planning Lines”
• Report 1007 “Job - Transaction Detail” · captioned “Project Task - Transaction Detail”
• Report 1008 “Job Analysis” · captioned “Project Analysis”
• Report 1009 “Job Actual To Budget” · captioned “Project Actual To Budget”
• Report 1010 “Job WIP To G/L” · captioned “Project WIP To G/L”
• Report 1011 “Job Suggested Billing” · captioned “Project Suggested Billing”
• Report 1012 “Jobs per Customer” · captioned “Projects per Customer”
• Report 1013 “Items per Job” · captioned “Items per Project”
• Report 1014 “Jobs per Item” · captioned “Projects per Item”
• Report 1015 “Job Register” · captioned “Project Register”
• Page 36951 “PowerBI Reports Setup” · captioned “Power BI Reports Setup” · on Table 36951 “PowerBI Reports Setup” · via Power BI projects app
• Page 37038 “Project Invoiced Sales by Type” · captioned “Project Invoiced Sales by Type (Power BI)” · via Power BI projects app
• Page 37106 “Project Timeline” · captioned “Project Timeline (Power BI)” · via Power BI projects app
• Report 1005 “Job Journal - Test” · captioned “Project Journal - Test” · via Built-in project reports
• Report 1016 “Job Quote” · captioned “Project Quote” · via Built-in project reports
• Report 1017 “Job Task Quote” · captioned “Project Task Quote” · via Built-in project reports
• Report 1101 “Resource - List” · via Built-in project reports
• Report 1103 “Resource Register” · via Built-in project reports
• Report 1105 “Resource Statistics” · via Built-in project reports
• Report 1106 “Resource Usage” · captioned “Resource Utilization” · via Built-in project reports
• Report 1107 “Resource - Cost Breakdown” · via Built-in project reports

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.