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 Project Reporting feature delivers powerful tools for producing and examining project-centric reports and dashboards. This functionality aids organizations in understanding project outcomes, finances, resource allocation, and other essential project indicators. Key features include:

• Real-Time Data Access: Access real-time project data for up-to-the-minute reporting. Progressus ensures that you have the latest project information at your fingertips.
• Interactive Dashboards: Build interactive dashboards that consolidate project metrics, KPIs, and visualizations in one place. Dashboards offer a holistic view of project performance and allow for drill-down analysis.
• Data Visualization: Utilize data visualization tools within Progressus to present project data in charts, graphs, and visual formats. This enhances data comprehension and aids in decision-making.
• Cost Analysis: Analyze project costs and expenses, including labor costs, materials, and vendor expenses. Progressus offers cost breakdowns and variance analysis for cost control.
• Client Reporting: Generate client-specific reports to share project progress and financials with clients. Progressus supports transparency and client communication.
• Export and Sharing: Export reports in various formats for sharing with stakeholders. Progressus also allows for automated report distribution.
• Role-Based Access: Control access to reports and dashboards based on user roles and permissions. This ensures that users see only the data relevant to their roles.
• Scheduled Reporting: Set up scheduled reports to run at specified intervals, automating the distribution of key project information to stakeholders.

The timeline for getting set up with Progressus can vary based on several factors, including your specific business requirements, the complexity of your implementation, and the availability of resources. A typical Progressus implementation takes around 90 days, not including the timeline for installation of Dynamics 365 Business Central. Contact our team for a project plan and estimate based on your specific requirements and circumstances, which will allow you to better understand the implementation timeline for your organization.

Progressus offers a range of support and training options to assist customers in successfully implementing and using the software effectively.

The Progressus bootcamp offers training materials for users that will get them up to speed on the software quickly. This is a free online resource for all Progressus users.

Before implementation, we’ll work with your team to ensure everyone has hands-on training opportunities to learn and get adjusted to the new solution. We also offer change management courses for user adoption.

Progressus runs on the Microsoft Dynamics 365 Business Central platform. This means that users will need a Dynamics 365 Business Central Essential or Premium license to access and utilize all of Progressus's features.

For specifics on system requirements for Microsoft Dynamics 365 Business Central, visit the official Microsoft Dynamics 365 Business Central site, where detailed system requirements are provided.

Yes, you can migrate data from your current project management tool to Progressus. Dynamics 365 Business Central allows data imports, and Progressus provides a tool to help you transfer select data efficiently.

Progressus is licensed by packs of users. Licensing starts at $500 per month for 1 to 25 users. Additionally, you’ll need to purchase separate licensing for Dynamics 365 Business Central. Learn more on our pricing page.

Yes, with Progressus, you can add more users as your company grows. The software is licensed by packs of users, starting at $500 per month for 1 to 25 users. As you expand, you can opt for additional user packs. Remember, you'll also need to purchase separate licensing for Dynamics 365 Business Central. For detailed pricing information and options, please visit our pricing page.

The maintenance or subscription fee for Progressus is determined by the total number of users accessing the software. This fee grants users access to all of Progressus' software features. Additionally, users have the option to access fee-based support from Progressus.

Progressus is not offered as a standalone software product. Microsoft Dynamics 365 Business Central serves as the underlying ERP (Enterprise Resource Planning) platform, providing core financial management, project management, and other business functionalities. Progressus extends the capabilities of Dynamics 365 Business Central to cater specifically to professional services firms and project-based industries.

To reach the Progressus support team, you can submit your support cases through the Progressus Support link.

The response time for support cases varies depending on the severity of the issue.

For online help documents, visit the Progressus Help Center.

Progressus typically releases software updates or upgrades in line with Microsoft Dynamics 365 BC’s major release schedule, which is twice a year in the Spring and Fall. Additionally, Progressus provides further releases every 6-8 weeks throughout the year to introduce new features and fixes.