Power BI Dashboard Design for Construction

Project Scope: Power BI Dashboard Development for Civil Construction 1. Project Objective To design and implement a suite of interactive Power BI dashboards that consolidate data from Business Central and other relevant systems to provide real-time insights for strategic, financial, and operational decision-making. 2. Stakeholders Primary Users: Directors, Finance Team, Project Managers Data Owners: Finance, HR, Project Delivery, Procurement IT Support: Internal IT or external Business Central partner 3. Data Sources Primary: - Microsoft Dynamics 365 Business Central (Finance, Jobs, Purchasing, Sales, Inventory) Secondary (examples): - Excel/CSV files (e.g., budgets, forecasts) - Project management tools (e.g., Procore, Aconex, MS Project) - HR systems (e.g., Employment Hero, MYOB, or similar) - Timesheet systems (e.g., TSheets, ClockShark) 4. Key Dashboards & KPIs A. Executive Dashboard (Directors) - Company-wide financial performance (Revenue, Profit, Cash Flow) - Project pipeline and backlog - High-level project health (on-time, on-budget) - Risk indicators and alerts B. Financial Dashboard (Finance Team) - Budget vs Actual (by project, department, company) - Aged receivables/payables - Cash flow forecasting - Cost centre and GL account analysis - Job costing and WIP reporting C. Project Dashboard (Project Managers) - Project progress (timeline, milestones) - Budget tracking (original vs revised vs actual) - Resource utilisation - Subcontractor and supplier performance - Variations and claims tracking 5. Functional Requirements - Real-time or scheduled data refresh - Role-based access and security - Drill-down and filter capabilities - Export to PDF/Excel - Mobile and desktop compatibility 6. Technical Requirements - Power BI Pro or Premium licensing - Data gateway setup for on-premise or hybrid sources - Data model design and optimization - Integration with Business Central APIs or OData feeds 7. Project Phases 1. Discovery & Requirements Gathering 2. Data Mapping & Integration Design 3. Dashboard Prototyping 4. User Feedback & Iteration 5. Deployment & Training 6. Ongoing Support & Enhancements 8. Timeline Estimated 8–12 weeks depending on data complexity and stakeholder availability. 9. Risks & Mitigations - Data quality issues → Conduct data cleansing and validation - Integration delays → Early engagement with IT and vendors - User adoption → Provide training and documentation

Project ID: 39736476