The Pain
Project managers had no direct visibility into project margin or budget-versus-actual performance. Getting a current picture meant requesting a report from finance and waiting — often days — by which point the numbers had already moved. Issues were caught late, after they were harder to correct.
The Requirement
PMs needed a self-serve, real-time view of budget, cost and margin for every project — without depending on finance to pull and prepare a report each time — so issues could be caught and acted on early.
The Magnifia Solution
Magnifia built a PM Dashboard directly on D365FO project data, giving project managers a self-serve, real-time view of budget, actual cost and margin by project — with drill-down into the transactions driving any variance.
| D365FO Project Data | → | Cost & Revenue Consolidation | → | Margin Calculation | → | PM Dashboard | → | Drill-Down to Transactions |
Business Impact
- Project managers see budget-vs-actual and margin without requesting a finance report
- Report turnaround cut from days to minutes — PMs self-serve on demand
- Margin erosion and cost overruns visible early enough to act on
- One consistent dashboard view across all active projects, instead of per-PM spreadsheets
The Magnifia Difference
“Project managers shouldn’t have to ask permission to see their own numbers.”
Magnifia put margin visibility directly in PMs’ hands, inside the system they already work in every day.
