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Microsoft Project Server Automated Archive and Recovery Solution

EPM2Finance

Want to integrate Project Server with your Finance System?


Automated import of Finance System cost data into Project Server at Project and Tasks level, mapped to Finance System Work Breakdown Structure (WBS). Automated export of EPM project forecast cost by Resource Type, timephased by Accounting Period and grouped/categorised by WBS.


Get the total visibility you need to make right decisions and start delivering successful projects!! Don't let disparate data paralyse you!!


Simple & cost effective means to import & export Project Sever data!!

Microsoft Project Server Integration with Finance System

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EPM

Comments

Package

Online Purchase

Actuals Import Service

Project & Task Level Costs And Timephased Resource Assignment hours per period. Note: Includes calculation of remaining forecast costs from date of last Actuals.


Forecast Export Service

Timephased Remaining Forecast Cost by Accounting Period grouped by Resource Types.

Consultancy - Configuration Assistance

Requirements Gathering, Analysis, Design, Configuration, Testing and Training

Deployment Assistance

Online deployment assistance to get you stared.  

Technical Support

Free Basic Technical Support

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Data sheet


  • Flexibility - Configuration application to easily map your existing system. No coding required!! Minimal change to your existing business processes.
  • Automated unattended, Actuals import service based on csv format data exported from Finance system.
  • Import SAP/Finance Actual costs at Project level and Task/Work Package level. Includes calculation of remaining forecast costs from date of last Actuals.
  • Setup your best practices and maintain actuals integration standards via Enterprise Project Templates. Use familiar tools and techniques!!
  • Import rules to deal with inconsistencies in WBS mapping.  
  • Automatically calculate forecast cost to complete based on Actual costs from Finance system and last Accounting Period date/Actuals date.
  • Publish forecast ready for import by Finance system in csv format based on controls setup to ensure forecast is ready for active projects of a particular type/category.
  • Published Remaining forecast cost is timephased based on Accounting Periods as setup on the server, and grouped by WBS level and Resource Types.
  • Self-Support - logs are in plain English, easy to read, understand/troubleshoot. Minimal training is needed for end-users and administrators


Business Issues

1

Unable to get total visibility of project or Phase actual spend within Microsoft EPM Projects.   

2

Unable to accurately calculate project forecast cost to complete.

3

Wasting a lot of valuable man-time to manually importing project & task/WBS actuals from Finance.

4

Bespoke integration development;

  • Unable to find expert dev Resources
  • High development costs
  • High running/operational costs Issues when upgrading/patching

5

Extremely high initial capital, Consultancy and running costs of other 3rd party solutions.

Business Benefits

1

Improved end-user adoption

  • Reduce effort of manual keying in actual data from finance into EPM Projects.
  • Get total visibility of project & task/WBS Actuals within EPM alongside baseline.
  • Reduce effort of manually keying in EPM Project forecast cost into Finance System.

Get total visibility of project forecast cost by resource types in your finance system.

2

Improved Planning & Forecasting Capability

Calculate accurate forecast cost for completion based on Actual data from Finance system.

3

Improved Reporting

Improved reporting for Projects and Portfolio.

4

Cost Effective Solution for Integration

Simple and cost effective solution that maps to your EPM Deployment.

Summary

Versions: 2010, 2013, 2016

Automated Import & Export

Microsoft Project Server - Finance

1

Effectively Plan and manage project costs with joined up data.

2

Improve productivity and produce accurate project forecast cost for completion.

3

Import Finance System Project and WBS actuals data into Project Server. Includes calculation of remaining forecast costs from date of last Actuals.

4

Export Project forecast cost data by Resource Type, timphased by Accounting Period and grouped by WBS as specified in Finance.

5

Universal solution that can be used with any Finance system.

6

Configurable solution that maps to your business processes and Microsoft Project Server deployment.

7

FREE Tech Support and Maintenance.

Above all, Simple, Cost Effective and Easy to Use!!

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