Introduction

Welcome to BI manual!

Capturing information about key business processes and transactions in your ERP system is critical to effectively managing your projects and resources and serving your clients. But having the ability to easily consume this information to help support key business decisions is a different story.

To address these challenges, HSO ProServ presents projects360 BI for Microsoft Dynamics 365 for Finance and Operations, an industry-specific self-service business intelligence and reporting platform that provides out-of-the-box metrics, views, and reports designed specifically to help professional services organizations make informed decisions across their business.

Because projects360 BI is tightly integrated with Dynamics 365, many of the metrics can be configured directly in Dynamics 365 in order to maximize flexibility and simplify the setup and ongoing management of your BI solution. As examples, this includes the setup of utilization and target utilization rules and calculations, as well as unique financial posting scenarios that control how your financial data is represented in your reports and analytics views.

projects360 BI leverages Microsoft PowerBI, a best-in-class data visualization, exploration, and reporting tool. These data visualizations can be directly embedded throughout the Dynamics 365 user interface, or can be accessed within the PowerBI interface itself. With Power-BI and Dynamics 365, you can easily create dashboards, utilize natural language queries and Cortana-directed voice queries, and access your data on-the-go with full mobile BI capabilities.

What’s in this user manual

This manual contains the information around the configurations, Facts, Dimensions, Measures and reports offered out of the box. This manual also helps in understanding how to use business intelligence metrics out-of-the-box in order to reduce costs and deployment timelines, while still maintaining the flexibility to easily accommodate your firm’s unique metrics and calculations.

Along with the projects360 BI information you can also see ‘What’s New’ to that specific version and release notes for each hotfixes released pertaining to that specific version on this page.

How to use this manual

• If you know what areas you areas you looking for, then from the table of contents on the left side of the screen, select a topic or expand the menu to find the topic you’re looking for.
• You can also use the search bar at the top right to search for help on specific topics.
• If you can’t find a topic that you think should be addressed in the projects360 BI manual, send us a content request.

Our other manuals

Along with projects360 BI manual, we do have few other manuals. Below is the list of documentation available for projects360, select the links to jump on to these manuals and explore the functionality.

• projects360 Features – This manual gives insights to what’s available in projects360, how we can configure and use it to the best of our needs.
  

We are here to help!

This guide provides detailed information on all the features available in projects360. It is a living, breathing document that will be updated as the software changes. However, should you find yourself with a problem that you cannot answer with these guides or if you have any suggestions or any feedback pertaining to these features, please email us with your queries.

Thank you,
HSO ProServ projects360 BI Team