Microsoft BI Accounting Data Visualization
€750-1500 EUR
Paid on delivery
Microsoft BI - Project Management and Accounting Solution
Introduction
This document provides a comprehensive guide on setting up a Microsoft Business Intelligence (BI) solution tailored to track and monitor project management and related accounting.
The system will facilitate the control and management of work orders by incorporating features such as client and supplier master data, a detailed general ledger (first note), and advanced functionalities for work order creation, cost allocation, and revenue tracking.
Goals:
1. Visualizing revenue and expenses.
2. Creating visualizations for profit and loss statements.
3. Creating visualizations for balance sheets
To avoid wasting time, please:
1) refrain from excel only experience, we are looking for MS BI expert only.
2) we have internally development skills, so we can identify quickly the skill level and seniority
3) Every set of tasks are decided before and estimated and shared the development time
4) payment occurs only after sharing the specifications, creation, release and testing of the tasks
7) We started with single tasks, we evaluate the quality and compliance of the work and then we proceed with the next tasks, step-by-step following point 3 above.
8) Required DB Design E/R
Technical Specifications:
- Microsoft BI latest version on our Windows Server
- Database MS SQL server
- Import from CSV/EXCEL files
- Access via VPN (Wireguard)
System Requirements
- Create SQL initial structure
- Create initial GUI Inserting, uploading files and data and Reporting
- Records can be created manually or imported by external files
Upload of:
Excel/CSV files for client and supplier master data
Excel/CSV files for general ledger transactions (Accouting First Entry)
Solution Features
1. Work Order Management
1.1 Work Order Creation
Utilize the Microsoft BI platform to create and manage work orders efficiently.
Key components include:
Work Order ID
Description
Start and End Dates
Project Manager and consultants linked to the project
Status (Open, In Progress, Completed, Failed)
1.2 Category and Subcategory Setup
Implement a structured classification system by creating categories and subcategories for work orders. This enhances organization and facilitates reporting.
(example: SOFTWARE-DEV > FRONTEND
NETWORKING > SUPPORT )
2. Cost and Revenue Centers
2.1 Cost Centers
Establish cost centers for work orders to track and allocate expenses efficiently.
This includes:
Consultant or Services Fees
Invoice Management (Passive Invoicing tracking on first note import, linked to work order)
Cost Structure allocation (e.g., logistics, server, electricity, office rent) to share as a percentage to every single client or work order.
2.2 Revenue Centers
Set up revenue centers to monitor incoming payments and revenue streams related to work order management. This includes:
Invoice Tracking (Active Invoicing tracking on first note import, linked to work order)
Revenue from Clients
Revenue by Category
3. Consultant Management
3.1 Assignment of Consultants
Assign consultants to specific work orders and define their roles. Key details include:
Consultant ID
Name
Contact Information
Consultant fee (example cost per hours/day/consultancy)
Assigned Work Orders
3.2 Consultant Budget Allocation
Allocate budget to consultants based on the percentage of work assigned to them.
This ensures accurate budgeting and cost forecasting.
4. Expense Allocation and Reporting
4.1 Primanota Expense Input
Impute Primanota expenses to specific work orders and consultants. This includes:
Transaction Date
Description
Amount
Work Order ID
Consultant ID
4.2 Expense Distribution
Distribute expenses across multiple work orders for a single consultant. This feature enables flexibility in cost allocation.
4.3 Cost Structure Calculation
Calculate structure costs (e.g., logistics, server, electricity) associated with a specific cost center. This is essential for a comprehensive financial overview.
4.4 Cost Center Reporting
Generate detailed reports on cost centers, providing insights at various levels:
By Client
By Work Order
By Consultant
5. Revenue Calculation and Reporting
5.1 Revenue Center Calculation
Calculate revenue associated with a specific revenue center. This includes:
Category-wise Revenue
Client-wise Revenue
Consultant-wise Revenue
5.2 Revenue Center Reporting
Generate detailed reports on revenue centers, providing insights at various levels:
By Category
By Client
By Consultant
Conclusion
By implementing this Microsoft BI solution, you will establish a robust framework for managing work orders, tracking expenses, and optimizing revenue. Tailor the system to your specific needs and refer to Microsoft BI documentation for detailed instructions on platform usage.
This document serves as a guide for setting up a comprehensive Microsoft BI solution for project management and accounting. Adjustments may be necessary based on specific requirements.
Project ID: #37781307
About the project
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