Offimac Business Central Project Management (PROJECTS)

Whether you operate in construction, installation technology, or professional services, a project-based approach requires a rock-solid organization. Offimac’s project module (built on Microsoft Dynamics 365 Business Central) serves as the central cockpit for all your project activities. From the initial calculation to the final delivery: everything is linked.

Below is an overview of the powerful functionalities that will take your project management to the next level.

• Project types (fixed price, direction …)
• Calculations
• Quotation management
• Contacts per project
• Purchasing
• Warehousing
• Logistics
• Scheduling of people, machines, equipment, contractors
• Time tracking in different ways
• Strong reporting on budgets and progress
• Document management
• Claim statements, progress statements, WIP
• Link with track & trace (optional)
• Link to SharePoint (optional)
• Link with services module (optional)
• Link with transport module (optional)
• Link to all other Offimac modules (optional)

Core functionalities of this project module

1. Flexible project types & calculations

Every project is unique. Therefore, the module supports various billing models:

• Fixed Price: For projects with a predetermined budget.

• Time & Material: Invoicing based on actual consumption.

• Calculations: Prepare detailed budgets for materials, hours, and subcontracting. This allows you to know exactly what the expected margin is in advance.

2. Quotation and contact management

Manage your quotations directly from the module. Because you can link multiple contact persons per project (such as the client, architect, and subcontractor), communication always remains clear and transparent.

3. Purchasing, warehouse & logistics

A project stands or falls with the timely delivery of materials. The module manages the entire supply chain:

• Project purchasing: Order materials directly for the project.

• Warehouse management: Track inventory specifically reserved for a project.

• Logistics: Manage the movement of goods to the site or location.

4. Integrated planning

Plan not only your own personnel, but also machinery, equipment, and external contractors. Thanks to visual planning boards, you can immediately see where the bottlenecks are and who or what is available.

5. Time registration & Track & Trace

Hours are often the largest cost item. The module offers various methods for time registration (via web, app, or terminal). Optionally, you can link this to Track & Trace systems, automatically recording travel times and presence on site.

6. Progress, WIP & progress statements

Keep a close eye on long-term projects:

• Progress statements: Periodically report the work performed for invoicing.

• WIP (Work In Progress): Gain insight into the work-in-progress position for an accurate financial closing.

• Budget vs. Actual: Real-time reporting on progress and the remaining budget.

7. Document management & SharePoint

All project documents (plans, permits, site photos) are stored centrally. Thanks to the SharePoint link (optional), these files are also accessible to team members outside the ERP system, while maintaining version control.

8. Modular extensions (optional)

The strength of Offimac lies in connectivity. You can seamlessly extend the project module with:

• Service module: For maintenance after delivery.

• Transport module: For in-house logistics management.

• All other Offimac modules: For a complete 360° integration of your business operations.

Result: a streamlined process, reducing the error margin and increasing profitability per project.

Standard functionalities included on top of this

• Marketing
• CRM
• Quotations
• Sale
• Purchasing
• Inventory
• Supply Chain
• Personnel Management
• Accounting
• Financial management
• Projects (basic)
• Strong reporting

Together, a very complete total solution for project management

By choosing project administration software based on Microsoft, you benefit from a reliable, flexible, and well-integrated solution that helps you manage and grow your business efficiently. Powerful, future-oriented, innovative, and reliable. The best solution for today and tomorrow!