Frequently Asked Questions

As an industry leading solution for project-based businesses, Progressus empowers businesses with the technology needed to ensure every project is profitable. Built on Dynamics 365 Business Central, the leading ERP solution for mid-sized businesses, Progressus adds features and functionality specific for project-based businesses. From pipeline through completion, Progressus helps you exceed customer expectations with successful projects, achieve true resource efficiency, and simplifies your technology experience. Built by industry experts, Progressus provides what project-based businesses need out of the box.

Progressus is particularly well-suited for all professional services organizations such as:

• Architecture and Engineering Firms: It can help manage projects, resources, and finances, which are crucial for success in these industries.
• Consulting and Advisory Firms: Progressus offers tools for project management, financial management, and resource allocation, which are vital for consulting businesses.
• System Integrators and Software Developers: Software development firms face escalating demands to accelerate innovation without inflating costs. Progressus refines the entire software development process. It equips you with the necessary tools and insights to outperform competitors and excel in resource allocation, project lifecycles, and reporting.
• Technology Services: With specific project billing requirements, Progressus helps technology services companies manage their projects from pipeline through completion.

Progressus is also a suitable solution for companies of varying sizes that operate on a project-based model:

• Mid-sized to Large Companies: Progressus is generally best suited for mid-sized to large companies. These organizations often have more complex project management and financial needs that Progressus can help address effectively.
• Growing Companies: Progressus can be a valuable asset for companies that are experiencing growth and need scalable software to manage their increasing projects and financial complexities.
• Service-Centric Businesses: Progressus is designed for businesses where services are a central part of their offerings. This includes businesses that bill for time and materials or engage in project-based work.

Dynamics 365 Business Central is the leading ERP solution for today’s mid-market businesses, providing the core ERP functionality businesses need to manage each department of their business from finance to sales, customer service, and beyond. Progressus is embedded directly into Business Central, providing a seamless experience for users.

Dynamics 365 Business Central is a core business application as part of Microsoft’s full solution stack. Business Central with Progressus has a seamless integration to productivity tools included with Microsoft 365 including Word, Excel, PowerPoint, and Teams. Companies can also easily take advantage of the rest of the Microsoft solution stack which includes the Power Platform, Azure, Dynamics 365 Customer Engagement, and more.

With Progressus businesses efficiently manage projects, resources, and financial aspects while leveraging the power and familiarity of the Microsoft ecosystem.

Because Progressus is built on Dynamics 365 Business Central, you can easily integrate to other Microsoft applications including Microsoft 365 and the Power Platform. Additionally, Dynamics 365 offers numerous connectors to third-party systems and platforms including databases, cloud services, social media platforms, e-commerce apps, and more.

The AppSource marketplace offers a wide range of apps to extend and enhance Business Central. Reach out to our team to discuss your specific needs. Our experts will help you determine the right extension to meet your needs.

Currently, we do not offer a trial version but recommend scheduling a live demo session with a representative who can walk you through the software and answer any questions you may have. Videos are available on features and functionalities of Progressus.

Yes, Progressus can be customized to fit your specific business needs. One of the advantages of using Progressus, which is built on the Microsoft Dynamics 365 Business Central platform, is its flexibility and customization capabilities. If your business has specific requirements, request a live demonstration to see how Progressus can address your unique needs.

In Progressus, the Project-Accounting feature serves as an essential component for meticulous financial oversight of projects. Crafted with precision for professional services and project-oriented organizations, it fortifies the management of project budgets, expenditures, and compliant revenue recognition. The feature ensures transparency in financial dealings, optimizes project billing processes, and guarantees rigorous financial discipline for entities driven by projects. Essential functionalities include:

• Project Budgeting: Set up and monitor project budgets, categorize allocations, and compare budgeted versus actual costs.
• Expense Tracking: Accurately log and analyze all project-related expenses, from labor to materials.
• Revenue Recognition: Schedule revenue recognition based on milestones or other set criteria.
• Invoicing: Customize and send invoices for various project tasks, from billable hours to fixed-price phases.
• Timesheet Management: Log employee hours efficiently and integrate them into billing and payroll.
• Financial Reporting: Access real-time financial data, create custom reports, and use the Power BI tool for in-depth analysis.
• Multi-Currency Support: Handle transactions and conversions for international projects seamlessly.
• Project Profitability Analysis: Compare budgeted revenue with actual project costs to gauge profitability.
• Vendor and Purchase Order Management: Oversee vendor interactions, track related expenses, and manage project-related procurement.
• Project Allocation: Define billing rules and methods according to your project agreements.
• Project Audit Trail: Maintain a detailed record of financial changes for enhanced transparency.
• Integrated Financials: Seamlessly integrate with core financial management features for consistent and accurate data.

The Project Management feature is designed to facilitate efficient project planning, execution, and monitoring for professional services firms and project-centric organizations. Here are some functionalities offered:

• Milestone Tracking: Track project milestones and monitor their completion status. Milestone tracking helps ensure that projects meet critical objectives and deadlines.
• Gantt Charts: Visualize project timelines and dependencies using Gantt charts. This feature allows project managers to plan and manage project schedules effectively.
• Document Management: Store project-related documents, specifications, and deliverables within Progressus for easy access and collaboration among team members.
• Task Prioritization: Prioritize tasks and allocate resources based on project priorities and client requirements. Progressus helps ensure that critical tasks receive appropriate attention.

Within Progressus, the Resource Management feature offers a comprehensive suite of tools tailored to optimize and oversee project resources. This functionality empowers organizations to allocate, schedule, and track resources with precision, ensuring projects are well-staffed and efficiently run. Key features encompass:

•  Resource Allocation: Provides insights into resource availability and utilization, helping to allocate resources efficiently and prevent overbooking.
• Resource Scheduling: Allows users to schedule and assign resources to projects or tasks.
• Capacity Planning: Helps organizations plan for the future by assessing resource availability and identifying potential shortages or surpluses.
• Time and Expense Tracking: Allows resources to enter their time and expenses against specific projects or tasks. This is essential for accurate billing and cost tracking.
• Project Pipeline and Forecasting: Provides visibility into upcoming projects, allowing resource managers to prepare for future resource needs.
• Reporting and Analytics: Offers customizable reports and dashboards to gain insights into resource utilization, project performance, and other key metrics.
• Integration with HR and Payroll: Seamlessly integrates with HR and payroll systems to ensure that resource data is up-to-date and accurate.
• Workflow Automation: Streamlines resource management processes through automation, reducing manual effort and the risk of errors.
• Resource Requests and Approvals: Supports a structured process for requesting and approving resource allocations, ensuring transparency and accountability.
• Mobile Access: Enables users to access and manage resource information on mobile devices for on-the-go resource management.

Within Progressus, the Resource Management feature offers a comprehensive suite of tools tailored to optimize and oversee project resources. This functionality empowers organizations to allocate, schedule, and track resources with precision, ensuring projects are well-staffed and efficiently run. Key features encompass:

•  Resource Allocation: Provides insights into resource availability and utilization, helping to allocate resources efficiently and prevent overbooking.
• Resource Scheduling: Allows users to schedule and assign resources to projects or tasks.
• Capacity Planning: Helps organizations plan for the future by assessing resource availability and identifying potential shortages or surpluses.
• Time and Expense Tracking: Allows resources to enter their time and expenses against specific projects or tasks. This is essential for accurate billing and cost tracking.
• Project Pipeline and Forecasting: Provides visibility into upcoming projects, allowing resource managers to prepare for future resource needs.
• Reporting and Analytics: Offers customizable reports and dashboards to gain insights into resource utilization, project performance, and other key metrics.
• Integration with HR and Payroll: Seamlessly integrates with HR and payroll systems to ensure that resource data is up-to-date and accurate.
• Workflow Automation: Streamlines resource management processes through automation, reducing manual effort and the risk of errors.
• Resource Requests and Approvals: Supports a structured process for requesting and approving resource allocations, ensuring transparency and accountability.
• Mobile Access: Enables users to access and manage resource information on mobile devices for on-the-go resource management.