Power BI projects app

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

Overview

The Power BI Projects app gives leadership, project managers, and team members analytics on project performance, budget adherence, profitability, and invoiced sales. CFOs also use the Project Realization report. The section has one page describing the app and its reports, one page for the semantic model, one for the KPIs and measures, and a page for each report.

The semantic model stores project ledger entries, planning lines, and purchase transactions as fact tables. Dimension tables for projects, resources, tasks, and customers surround them in a star schema. The KPI and measures reference lists the measures built on this model, such as Project Count, Tasks Count, Completed percentage, Invoiced percentage, Realization percentage, and budget variance.

Start with the app overview page to see which reports exist. Then open the report page that matches your question. Use the semantic model and KPI pages when you need to know where a number comes from or want to build your own reports.

Key points

• The app overview lists the Project Performance to Budget, Project Profitability, Project Overview, Project Invoiced Sales by Type, and Project Invoiced Sales by Customer reports.
• Project Performance to Budget compares Total Usage Cost with Total Budget Cost and shows Total Cost Variance to Budget, so project managers can keep projects under budget.
• Project Profitability shows invoiced and usage profit margins and budget profit per project, comparing costs against prices to find high and low performing projects.
• Project Realization compares invoiced to usage prices (Realization %, Realization Variance) to show which projects need invoicing.
• Project Overview gives high-level metrics: completed, invoiced, and realization percentages, actual profit, budget comparison, and project count.
• Project Tasks gives task-level actual price, cost, profit, profit margin, realization, and billable metrics.
• Project Timeline tracks task starting and ending dates, durations, and critical paths.
• Invoiced Sales by Type splits sales into resources, items, and G/L accounts. Invoiced Sales by Customer splits sales values per project and customer.

Learn pages

• Power BI Projects app page (Power BI report): The Power BI Projects app contains reports for an organization’s project reporting requirements.
• Power BI Projects app semantic model: Learn about the project tables and fields in the Power BI Projects app semantic model for Business Central reporting and analysis.
• Project Invoiced Sales by Customer (Power BI report): The Project Invoiced Sales by Customer report describes your sales activities based on each project for specific customers.
• Project Invoiced Sales by Type (Power BI report): The Project Invoiced Sales by Type report describes your sales activities based on each project and each type of sales line.
• Project Overview (Power BI report): The Project Overview report highlights key high-level information about your organization’s project activity.
• Project Performance to Budget (Power BI Report): The Project Performance to Budget report helps you ensure your projects stay under budget.
• Project Profitability (Power BI report): The Project Profitability report highlights cost and pricing information for each project.
• Project Realization (Power BI report): The Project Realization report showcases the completion for each project.
• Project Tasks (Power BI report): The Project Tasks report breaks down each project and their tasks.
• Project Timeline (Power BI report): The Project Timeline monitors project timelines to ensure timely delivery, with insights into task durations, start and end dates, and critical paths.
• Projects KPIs and measures (Power BI): The Projects App KPIs provides a page to clearly identify all KPIs and Measures used in the Projects Report.

Videos, posts and code changes

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

• #10158 Add details to project sales tooltip (code change): “Project Sales by Project chart now displays project description and customer name”
• What’s New: Power BI for Projects and Inventory (2025 release wave 2) (video): “Project Profitability Analysis; Project Invoice Sales by Type”

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 36951 “PowerBI Reports Setup” · captioned “Power BI Reports Setup” · on Table 36951 “PowerBI Reports Setup”
• 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 37038 “Project Invoiced Sales by Type” · captioned “Project Invoiced Sales by Type (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)”
• Page 37106 “Project Timeline” · captioned “Project Timeline (Power BI)”

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