Power BI Projects app
APPLIES TO: Generally available in Business Central 2024 release wave 2 (version 25.1).
Project Analytics for the leadership team
To fit this category, you might have a role such as:
- Chief Operations Officer
- Chief Finance Officer
Example scenario: view project costing performance
CFOs want to ensure that you aren't overspending on specific projects from a high-level. By analyzing the Project Performance to Budget, you can quickly see how each project is performing against its budget. Alternatively, you can also use the Project Profitability report to view key information on profit statics per project.
Project analytics for project managers
To fit this category, you might have a role such as Project Manager.
Example scenario: tracking project completion and sales
Project managers want to know how each project is performing and get high-level information about them. The Project Overview report can help you compare key information across all projects. Additionally, you can also see how your sales are going by using either the Project Invoiced Sales by Type or Project Invoiced Sales by Customer reports.
Tip
You can easily track the KPIs that the Power BI reports display against your business objectives. To learn more, go to Track your business KPIs with Power BI metrics.
Use the reports
The following table describes how you can use each report in the Power BI Projects app.
| To... | Open in Business Central (CTRL+select) | Learn more |
|---|---|---|
| Get a high-level view of your organization's projects. View key metrics and track performance across them. | Project Overview | About Projects Overview |
| View all projects and their tasks along with their costs and prices. | Project Tasks | About Project Tasks |
| Analyze the profit of each job and ensure you meet targets. | Project Profitability | Project Profitability (Power BI Report) |
| View project completion statistics. | Project Realization | About Projects Realization |
| Track the performance of each project and how they track toward their budget. | Project Performance to Budget | About Projects Performance to Budget |
| View all sales entries for projects broken down by the sales line type. | Project Invoiced Sales by Type | About Projects Invoiced Sales by Type |
| Analyze key sales information on projects based on the customers you sell to the most. | Project Invoiced Sales by Customer | About Projects Invoiced Sales by Customer |
Tip
You can easily track the KPIs that the Power BI reports display against your business objectives. To learn more, go to Track your business KPIs with Power BI metrics.
See also
Installing Power BI apps for Business Central
Track your business KPIs with Power BI metrics
Project management analytics overview
Built-in Projects reports
Project management overview