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

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